Subscriptions｜Viewing and Managing a Subscription

Viewing and Managing a Subscription

1. View the subscription list: Open Subscriptions > Subscriptions to view all active and historical subscriptions.
   The subscription list displays the following fields:
   • Created time
   • Customer email
   • Customer
   • Pricing name
   • Subscription ID
   • Pricing type (Flat price / Package price / Based on usage)
   • Billing cycle (Weekly / Monthly / Quarterly / Yearly / Customer-initiated payment / Charged by billing threshold)
   • Currency
   • Status
   • Price
   The Price column displays key pricing information depending on the pricing structure, such as:
   • Trial information (free trial or paid trial duration and price)
   • Tiered or phased pricing (for example: “$10/week for periods 1–3, $13/week starting from period 4”), helping quickly identify billing amounts at different stages.
      
2. Search subscriptions: At the top of the subscription list, select a search field and enter a keyword to locate a subscription.
   Available search fields include:
   • Customer email or Customer ID
   • Product name or Product ID
   • Pricing name or Pricing ID
   • Subscription ID
   Common use cases include:
   • Trade Order ID, Refund Order ID, or Invoice ID
   • Investigating unexpected charges: search by customer email or invoice ID
   • Financial reconciliation: locate specific transactions using trade order ID or refund order ID
   • Reviewing subscriptions for a specific product: search by product name or product ID
      
3. Filter subscriptions:
   • Filter by pricing type: Use the Pricing Type filter to view subscriptions by pricing model:
     • Flat price
     • Package price
     • Based on usage
        

4. Reset filters: Click Reset to clear all filters and return to the full subscription list.

Viewing Subscription Details

• The subscription detail page includes the following sections:
  • Status: Displays the current subscription status, such as Trial, Active, Canceled, or Incomplete.
  • Next invoice: Provides quick visibility into the next billing event:
    • Next invoice date
    • Next invoice amount
    • Currency
    • Real-time exchange rate at checkout
  • Subscription details: Confirms the relationship between the customer and the pricing plan:
    • Customer email or customer information
    • Subscription time
    • Pricing name
    • Pricing type
    • Billing cycle
    • Trial information (if applicable)
  • Billing history: Shows billing and invoice generation for each billing cycle, including:
    • Created time
    • Product or pricing information
    • Trade order ID
    • Invoice ID
    • Amount
    • Payment time
  • Refund records: Tracks refunds related to the subscription:
    • Refund Order ID
    • Related trade order ID
    • Refund amount
    • Created time / refund time
  • Cancellation details (if applicable)
    • Scheduled cancellation time
    • Cancellation request time
    • Canceled by
    • Actual cancellation time
    • Cancellation method
    • Cancellation reason or notes

Available Actions

1. Change subscription: Used to upgrade, downgrade, or switch to a different pricing plan.
   • Select a new product or pricing plan (including flat price, package price, or Based on usage pricing)
   • Choose the effective time (for example: immediate effect or at the end of the current billing cycle)
   • Select proration or settlement behavior when applicable (for example, in paid trial or based on usage pricing scenarios)
    
2. Pause or resume a subscription: Temporarily stop a subscription and resume it later.
   • Pause subscription: Temporarily stops the subscription. No new invoices will be generated until the subscription is resumed.
      
   • Resume subscription: Restores a paused subscription and allows billing to continue normally.
    
3. Share payment update link: Generate a temporary link that allows the customer to update the payment method associated with the subscription.
   • Copy the link and send it to the customer
   • Send the link via email
   • Disable the link if it should no longer be used

4. Cancel subscription: Permanently cancel the subscription.
   • Cancellation timing (cancel immediately or at the end of the current billing cycle)
   • Refund behavior (no refund, refund the most recent invoice amount, or prorated refund based on unused days)
   • Cancellation reason or notes for operational records
   After submission, the system returns the cancellation result in a confirmation window and may display refund details if applicable. The page refreshes to reflect the updated subscription status.

Best Practices

• Locate subscriptions using customer email, subscription ID, trade order ID, or invoice ID to significantly improve investigation efficiency.
• For pricing plans with trial periods or tiered pricing, review the Price column and subscription details carefully to confirm billing amounts for the current stage.
• Before performing actions such as changing, pausing, or canceling a subscription, review the current status and next billing information to avoid unintended billing changes.