Platform Settings

Manage core Subotiz settings, including billing, roles, permissions, customer management, and integrations.

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Data

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Data｜Transaction Overview
Transaction Overview is the core analytics view within Subotiz’s Data module. It provides a consolidated view of tran...
Data｜Subscription Overview
The Subscription Overview provides a unified view of your subscription analytics across growth, revenue, renewals, an...
Reports｜Dispute overview
The Dispute Overview dashboard shows dispute performance for the selected time range. It includes dispute rate, numbe...
Reports｜Payment Provider Transaction Dashboard
The Payment Provider Transaction Dashboard in Subotiz Reports enables merchants to monitor payment performance, payme...
Reports｜Payment Provider Misattribution Share
The Payment provider misattribution share report in Subotiz Reports enables merchants to analyze payment failure dist...
Reports｜Comparison by Payment Method
The Comparison by Payment Method report in Subotiz Reports provides consolidated performance analysis across supporte...
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Products

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Products｜Understanding Products
In Subotiz, product management is used to structure subscription products. A product defines what you sell, while pr...
Products｜Creating a New Product
Before setting up product pricing, you need to create a product. A product defines what you sell, while pricing plan...
Products｜Understanding Product Types
In Subotiz, product types are used to categorize products. Selecting the correct product type ensures that billing, r...
Products｜Viewing and Managing Product Status
In Subotiz, the Products page provides a centralized view of all created products. You can review product statuses an...
Product pricing｜Understanding Pricing Plans
Pricing Plans in Subotiz define how each Product is billed. Each plan controls the billing frequency, price, trial ...
Product pricing｜Creating a One-Time Pricing Plan
Subotiz allows you to set a one-time price for any Product to collect a single upfront payment. This setup is ideal f...
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Transaction

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Trade orders｜Understanding Trade Orders
Trade orders record all payment and billing activities in Subotiz. They include subscription activations, renewals, u...
Trade orders｜Viewing and Managing Trade Orders
The Trade Orders dashboard centralizes all billing activity in Subotiz. With powerful search, filtering, detailed tr...
Trade orders｜Exporting Trade Orders
Subotiz provides an export capability that allows merchants to download Trade order data as a structured file for rec...
Trade orders｜Refund Process
Refunds for completed payments can be issued directly from the Subotiz dashboard. Merchants can enter any amount up t...
Trade orders｜Troubleshooting Payment Issues
The Trade orders dashboard in Subotiz assigns a real-time payment status to every billing transaction based on respon...
Refund orders｜Understanding Refund Orders
The Refund orders feature in Subotiz Transaction module provides merchants with a structured way to track and manage ...
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Subscriptions

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Subscriptions｜Understanding Subscription
In Subotiz, a subscription records the relationship between a customer and a pricing plan and serves as the core rec...
Subscriptions｜Viewing and Managing a Subscription
The Subscriptions page in Subotiz allows merchants to view and manage all subscriptions in one place. From this page,...
Subscriptions｜Changing, Upgrading, or Downgrading a Subscription
Changing a subscription allows merchants to switch the pricing plan of an active subscription without canceling the e...
Subscriptions｜Canceling a Subscription
The subscription cancellation feature in Subotiz allows administrators or customers to cancel an active subscription....
Subscriptions｜Refunds and Automatic Payment Retry
Subotiz supports refunds and an automatic payment retry mechanism called Smart Retry for subscription payments. This...
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Discounts

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Discounts｜Understanding Discounts
The Discounts feature in Subotiz gives merchants flexible tools to create and manage promotional campaigns that lower...
Discounts｜Creating and Editing a Discount Campaign
The Create Discount feature in Subotiz allows merchants to set up promotional campaigns redeemed by code at checkout....
Discounts｜Viewing and Managing Discount Campaigns
The Discount Campaigns page in Subotiz provides merchants with a centralized view of all discounts. From this page, m...
Discounts｜Discount Application Rules at Checkout
The discount application rules in Subotiz define how promotions interact with product types, billing cycles, and tria...
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Finance

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Balance｜Understanding Balance
The Balance section in Subotiz gives a real-time snapshot of your account, showing current, pending, and reserved amo...
Balance｜Viewing and Managing Balance
The Balance section in Subotiz provides a real-time snapshot of available, pending, and reserved funds. It also prov...
Balance｜Reviewing Pending Balance Details
The Pending balance view in Subotiz shows funds that have been received but are still in settlement. These funds wil...
Balance｜Checking Reserved Fund Status
The Reserved fund view in Subotiz shows funds held under your rolling reserve policy. These funds are temporarily set...
Balance｜Viewing Transaction Descriptions and Detail View
The Description and Detail View features in Subotiz provide context for each transaction in the Balance section, show...
Balance｜Reviewing Settlement Details
The Settlement details page in Subotiz provides a complete breakdown of each settlement, including charges, refunds, ...
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Customers

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Customers｜Understanding Customers
Customer profiles are the identity layer behind every subscription, payment, and billing activity in Subotiz. Each...
Customers｜Creating Customers
Subotiz creates customer profiles during checkout, API integration, or admin operations to ensure every subscriptio...
Customers｜Viewing and Managing Customer Records
In the Customers module of Subotiz, merchants can view and manage all customer profiles related to subscriptions, pa...
Customers｜Customer Import
The Customer Import feature allows merchants to perform bulk customer import into Subotiz using a standardized Excel...
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Emails

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Transactional emails｜Understanding Transactional Emails
The Transactional emails section in Subotiz provides merchants with a centralized place to manage all system-generate...
Transactional emails｜Viewing and Managing Transactional Emails
The Transactional emails section in Subotiz centralizes all system-generated messages sent to customers, covering sub...
Marketing emails｜Understanding Marketing emails
The Marketing emails feature in Subotiz automatically delivers Abandoned checkout emails, Cancelled trial emails, and...
Marketing emails｜Viewing and Managing Marketing Emails
The Marketing emails section in Subotiz provides a centralized interface for viewing, configuring, and monitoring Aba...
Sender domain settings｜Understanding Sender Domain Settings
The Sender Domain Settings feature in Subotiz lets merchants send system-generated emails, including transactional em...
Sender domain settings｜Adding and Verifying a Sender Domain
The Add sender domain feature in Subotiz allows merchants to verify a branded sender domain for sending system emails...
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Invoices

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Invoices｜Understanding Invoices
Subotiz automatically generates an invoice after each successful charge. Invoices record billing activities related ...
Invoices｜Invoice Status and Refund Lifecycle
Invoices in Subotiz follow a defined invoice lifecycle that reflects how each invoice status is processed across bill...
Invoices｜Viewing and Managing Invoices
The Invoices panel in Subotiz provides a centralized view of all billing records. Using search, filters, and detaile...
Invoices｜Generate and Download Invoices
Subotiz automatically generates an invoice record for every successful charge or refund, providing a centralized vie...
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Settings

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General｜Understanding Merchant Information and Business Identity
The General section contains the key business information applied across your Subotiz account. This includes your bus...
General｜Setting Up Business Information
The General module in Subotiz stores key business information such as name, logo, address, and support email. This in...
Plan and Billing｜Understanding Plan and Billing
The Plan and billing framework in Subotiz defines how SaaS platform fees are applied and how merchants are charged fo...
Plan and Billing｜Adding and Managing Payment Methods
The Adding and Managing Payment Methods feature in Subotiz enables merchants to bind one or more accounts for SaaS p...
Plan and Billing｜Unbinding a Payment Method
The Unbinding Payment Methods feature in Subotiz lets merchants remove cards or accounts that are no longer valid. Th...
Payment providers｜Understanding Payment Providers
Payment providers in Subotiz are third-party services that facilitate secure online transactions between buyers and b...
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Developer

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Integration settings｜Understanding the Integration settings
The Integration settings in Subotiz provide system-generated credentials and configurable URLs required for secure in...
Integration settings｜Viewing and Managing Developer Credentials
The Developer credentials in Subotiz are system-generated, read-only keys used for secure backend integrations, API r...
Integration settings｜Configuring Return and Cancel URLs for Payment Links
The Developer URLs in Subotiz define how customers are redirected during Payment link checkout flows. Proper configur...
Webhooks｜Understanding Webhooks
Subotiz Webhooks enable real-time delivery of system events to merchant servers, allowing backend systems to stay syn...
Webhooks｜Managing and Creating Webhooks
Subotiz Webhooks provide centralized control over event delivery to merchant backend systems. Through the Webhooks in...
Webhooks | Viewing Notification Logs and Resending Events
Subotiz Webhooks notification logs allow merchants to view event delivery records, delivery results, and server respo...
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Documentation

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Developer Documentation｜Accessing and Using Developer Resources
The Developer Documentation in Subotiz provides a centralized technical reference for system integration. It allows ...
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