Subotiz is a unified subscription management and payment platform that centralizes billing, subscription operations, payment processing, and settlement within a single admin workspace. This Platform Overview introduces the overall structure and navigation framework of the admin system.
From the left navigation menu, merchants can manage products, subscriptions, transactions, customers, finance, emails, invoices, and system settings within the same workspace. This article outlines the functional role of each module and explains how they work together across the platform.
Main Navigation Sections
Data
The Data section provides a consolidated view of transaction and subscription performance within Subotiz. It provides visibility into overall business activity and operational trends.
It includes three views:
- Transaction overview: Displays high-level transaction metrics, including orders, revenue, and refunds.
- Subscription overview: Summarizes subscription lifecycle performance and recurring revenue trends.
- Reports: Provides structured reporting tools for deeper analysis and performance review.
Products
The Products module forms the foundation of your catalog and billing structure. Every charge in Subotiz must originate from a defined product.
It includes three sections:
- Products: The central catalog where items are created and managed. Each product serves as the anchor for associated pricing plans and subscriptions.
- Product pricing: Defines how a product is billed, including one-time charges and recurring subscription plans. Merchants can configure billing cycles, trial settings, and renewal rules to support flexible monetization models.
- Price lists: Groups multiple pricing plans into a single list that can be shared via checkout link or embed code. This structure enables customers to compare options and complete purchases efficiently.
Transaction
The Transaction module manages billing execution and payment activity across the platform. It provides structured visibility into orders, refunds, and disputes.
It includes three sections:
- Trade orders: Displays all subscription transactions, renewals, and one-time charges. Merchants can review payment status, transaction details, and processing outcomes.
- Refund orders: Records refund activity for reconciliation and financial tracking.
- Disputes: Provides chargeback management tools, enabling merchants to submit evidence and monitor case progress directly within the system.
Subscriptions
The Subscriptions module provides structured visibility into subscription lifecycles. It displays active, trialing, and canceled subscriptions, along with renewal dates, billing cycles, and payment history.
Discounts
The Discounts module enables merchants to create and manage promotional incentives for checkout. It supports both percentage-based and fixed-amount discounts, allowing flexible campaign configuration across products and pricing plans.
Finance
The Finance module provides visibility into account funds and settlement activity. It includes two views:
- Balance: Displays real-time available funds and pending amounts within your account.
- Withdrawals: Shows the history of settlement transfers issued from Subotiz to your linked bank account.
Customers
The Customers module consolidates buyer information into unified customer profiles. Each profile links subscriptions, invoices, and payment records, providing structured visibility into account activity and transaction history.
Emails
The Emails module manages system notifications, marketing communications, and email configuration. It includes three sections:
- Transactional emails: Automated notifications for trials, renewals, payment results, and subscription updates.
- Marketing emails: Promotional or campaign-based emails sent to customers.
- Sender domain settings: Configure and verify custom sending domains for branded system and marketing emails.
Invoices
The Invoices module records all billing events, including purchases, renewals, and refunds. Each invoice includes customer details, payment method, amount, and status, serving as the official financial record for reconciliation and compliance purposes.
Settings
The Settings module manages system configuration and operational rules across the platform.
It includes:
- General: Manage merchant profile details, including logo, brand name, and legal entity information displayed on checkout pages, receipts, and invoices.
- Plan and billing: Review SaaS subscription fees and configure billing methods for platform charges.
- Payment providers: Connect and manage third-party payment gateways.
- Payment methods: Enable and organize available checkout payment options.
- Team members: Add team accounts and assign role-based permissions to control access.
- Domains: Configure and verify custom sender domains for system emails.
- Customization: Manage branding elements, layout settings, and component visibility across the hosted Checkout and Customer Portal interfaces.
- Recovery: Configure automatic retry rules for failed recurring payments, including retry attempts and retry intervals.
Developer
The Developer module provides technical configuration tools for system integration and automation.
It includes:
- Integration settings: Displays core integration credentials, including Merchant ID, Access No., and Access secret key. Merchants can also configure return and cancellation URLs for payment redirection.
- Webhooks: Configure webhook endpoints to receive real-time event notifications, supporting event-driven synchronization with external systems.
Documentation
The Documentation section provides access to the Subotiz Developer Docs, including API references, webhook specifications, and integration guides. It serves as the technical reference for system integration and automation.
Merchant Center
The Merchant Center manages workspace-level settings for multi-store accounts. Merchants can switch between stores under the same account and configure language preferences for different operational regions.
The Subotiz admin platform is a unified operational workspace where products, subscriptions, transactions, customers, finance, and system settings are structured within a single environment. This overview provides a structured framework for navigating billing, payments, and subscription operations within Subotiz.