Skip to main content

Subscriptions Page

The Subscriptions page allows you to manage recurring billing plans and the clients attached to each plan.

Subscription List

The Subscriptions page opens with three summary cards, followed by a table of all subscription plans.

Summary Cards

CardDescription
RevenueTotal revenue collected across all subscription plans
Active ClientsNumber of clients currently in active status across all plans
Active SubscriptionsNumber of active subscriptions across all plans

A "+ Create Subscription Plan" button on the top right of the list opens the plan-creation flow.

List Columns

Each subscription plan in the list displays the following columns:

FieldDescription
IDPlan identifier (with copy button)
NamePlan name defined by the merchant
RevenueTotal revenue collected from this plan to date
Cost Per PeriodRenewal price per cycle, in the plan's invoice currency
PeriodRenewal interval (e.g., 1 month)
Created atPlan creation timestamp

Columns are sortable. Click any row to open the plan's detail page.

note

Plans themselves do not currently carry a status — status applies only to each client's subscription (see Client Statuses).

Subscription Detail Page

Click on any plan to open its detail page.

Main Info

FieldDescription
Subscription IDInternal plan identifier
NamePlan name
CostRenewal price
PeriodRenewal interval
Created atPlan creation timestamp

Metrics

Three cards summarize plan performance:

CardDescription
Active ClientsNumber of clients currently in active status
Monthly Recurring Revenue (MRR)Invoice amount × active clients (current version supports 1-month plans only)
Cumulative RevenueTotal revenue collected by the plan since creation

Clients Tab

Lists all clients attached to the plan with the following columns:

FieldDescription
Client (Email)Client's email address
StatusCurrent client status (see below)
RevenueTotal revenue from this client
Subscribed DateDate the client was attached to the plan
Renewal DateNext renewal invoice date
Created atRecord creation timestamp

A "+ Add clients" button on the top right opens a dialog for attaching one or multiple clients by email.

Each row also has a context menu (☰) for per-client actions such as activation or deactivation.

Client Statuses

StatusDescription
activeClient is being billed on each renewal cycle
pendingClient is awaiting the first successful payment to become active
inactiveClient is paused. No renewal invoices are generated for them

Invoices Tab

Lists all invoices generated by this plan — both first-time activations and renewals. The columns and detail view follow the same format as the main Invoices Page. Invoice lists can be exported to CSV.

Adding Clients

Click "+ Add clients" on a subscription's Clients tab to attach new clients. You can add one or multiple emails in a single action. Each email is validated independently — duplicates within the same submission or already-existing entries on the plan are flagged but do not block the rest. An email can only appear once per plan, but the same email may belong to several different plans at the same time.

A newly added client starts in pending status. The first invoice is generated right away, and the client receives an automated email with a Pay Now link. Once they pay it — before it expires — the client becomes active.

Activating & Deactivating Clients

From a client's row context menu (☰) you can:

  • Activate — moves an inactive client back to active, resuming billing on each renewal cycle.
  • Deactivate — moves an active or pending client to inactive. No further renewal invoices are generated. Any already-issued unpaid invoice is not cancelled — it runs out its lifetime (7 days for subscription invoices) and becomes expired.

Calling activate on an already-active client, or deactivate on an already-inactive one, has no effect.