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Product guide

Payment Subscriptions

1. Introduction The Payment Subscriptions section allows admins to manage and review all recurring subscription payments made by customers.This feature is essential for tracking ac...

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StackPosts guide

Payment Subscriptions

Use this owner guide to configure the workspace and confirm the customer-facing result.

Use this guide

  1. Open the owner area and confirm that you have the required permission.
  2. Apply the settings described below and save the change.
  3. Check one customer-facing workflow before rolling the change out.

Detailed steps

1. Introduction

The Payment Subscriptions section allows admins to manage and review all recurring subscription payments made by customers.
This feature is essential for tracking active, pending, and cancelled subscriptions, ensuring smooth revenue flow and customer management.


2. Key Features

  • Centralized subscription list → View all active and inactive subscriptions.

  • User-based tracking → See which user is linked to each subscription.

  • Plan management → Identify which plan each subscription is associated with.

  • Gateway details → Displays payment provider (e.g., Stripe, PayPal).

  • Unique identifiers → Subscription ID and Customer ID for verification with gateways.

  • Transaction details → Includes amount, currency, and creation date.

  • Actions menu → Manage subscription settings (view, cancel, or update).


3. Payment Subscriptions Table Fields

Field Description
Status Shows whether the subscription is active, pending, or cancelled.
User The customer associated with the subscription.
Plan The subscribed plan (e.g., Standard, Premium).
From Payment gateway used (Stripe, PayPal, etc.).
Subscription ID Unique subscription reference from the gateway.
Customer ID Unique identifier for the customer within the gateway system.
Amount The billing amount per subscription cycle.
Currency The currency of the subscription payment.
Created At The date and time when the subscription was created.
Action Dropdown menu for managing the subscription (view, cancel, update).

4. Benefits

  • Simplifies recurring billing management.

  • Helps admins monitor customer retention and churn rates.

  • Provides transparency for accounting and auditing.

  • Allows quick resolution of subscription issues (e.g., failed payments).


5. Best Practices

  • Regularly check for failed or cancelled subscriptions to reduce churn.

  • Always match Subscription ID and Customer ID with the payment gateway (Stripe/PayPal) for dispute handling.

  • Use filters to find high-value recurring customers for loyalty rewards.

  • Export subscription data monthly for financial and business analysis.


✅ With Payment Subscriptions, admins can efficiently manage recurring payments, ensuring stable revenue and a seamless customer experience.

 

Quick check

  • The save or publish action completes without an error.
  • The visible status, preview, or connected account matches the change.
  • If the result differs, capture the exact message and review the troubleshooting guidance before retrying.
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