Manage subscriptions from the Customer Details page
Learn how to view and manage customer subscriptions from the Customer Details page.
Along with viewing the information from the Customer Details page just described in this section, you can also view or cancel customer subscriptions from this page. By doing this, you complete these actions without having to call the API directly or having to use an API request tool such as Postman.
Use this feature to:
View information related to the subscription, including the subscription length, state, billing reminder dates, etc.
Cancel the customer subscription
Note: Currently, you can only view a subscription's current state or cancel a specific active subscription to change its state from Active to Canceled.
To use this feature, you must have access privileges that let you view and edit customer information.
The following is an example of the subscription information found in the Subscriptions subsection of the Customer Details page.
For more information on subscriptions, refer to Managing subscriptions.
View customer subscription information
To view the complete collection of customer subscription information, do the following:
Click All customers in the left navigation. The Customers page appears.
Use the Search feature or scroll to find the customer whose information details you want to view.
Click the Customer ID. The Customer details page appears. The customer's current subscription information can be viewed in the Subscriptions subsection of the page. Each separate subscription has its own subsection.
The customer subscription information displayed in each subsection is the following:
Subscription ID
Plan ID
Plan name
State (Active or Canceled)
Locale
Tax inclusive
Contract binding until (date)
Created time
Updated time
Current period end date
Net invoice date
Next reminder date
SKU ID
Product ID (SKU group)
Name
Description
Qty (quantity)
Price per item
Cancel subscription link (cancels a current subscription if clicked on)
Cancel a customer subscription
To cancel an Active customer subscription, do the following:
Click All customers in the left navigation. The Customers page appears.
Use the Search feature or scroll to find the customer whose details you want to view or change.
Click the Customer ID. The Customer details page appears. The customer's current subscription information can be viewed in the Subscriptions subsection of the page.
Click the Cancel subscription link in the section for that subscription. Active cancellation links are blue and underlined.
Click Cancel subscription on the Cancel subscription modal to confirm and complete your cancellation. Once a subscription has been canceled, its State field in the Subscriptions summary is changed from Active to Cancelled. The Cancel subscription link is also grayed out so that it cannot be used again.
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