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| title | Click here to view features of the Subscription Details page. |
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Subscription Details BannerThe banner at the top of the Subscription Details page includes a summary of the following information about a recurring payment. Field: Subscription Details Banner Item | Description |
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Customer | The name of the customer who pays the subscription charges. | Payments Made | The number of previous payments made through the subscription and their dollar amount. | Payments Remaining | The number of remaining payments for the subscription and their dollar amount. | Payments Failed | The number of missed payments and their dollar amount. | Plan Name | The merchants name for the subscription. | Plan Amount | The recurring cost in dollars for the subscription. | Subscription Amount | The total dollar amount of the subscription. | Merchant | The name of the merchant associated with the subscription. |
The lower half of the Subscription Details page contains the Subscription Information Box, which contains four tabs on the left hand side of the box. The tabs contain consist of information related to aspects of the subscription, the customer, and the merchant. The following sections of this page cover descriptions of the contents of each of the four tabs: Details TabThe Details Tab includes all of the following details for a specific subscription. Field: Details Tab Item Name | Description |
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ID | The subscription identification number created by Payrix. | Created | The date that the subscription was created. | Plan ID | The plan identification number created by Payrix. | Merchant ID | The merchant identification number created by Payrix. | Start | The start date for the subscription. | Finish | The date that the subscription will end. | Tax | The dollar amount of tax charged with the subscription. | Max. Consecutive Failures | Maximum number of transaction failures allowed. | Consecutive Failures | Number of consecutive failed transactions. | Status | Active or Inactive | Transaction Description | Defined by the merchant, and is applied to transactions generated as part of the subscription. |
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Details Tab Actions The Details Tab supports the following actions: |
, click Tokens TabThe Tokens Tab displays a table of Payment Tokens associated with a subscription, as well as an option to add a new payment. FieldThe Payment Tokens table includes the following information: Payment Tokens Table Column Name | Description |
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Token | The token identification number created by Payrix. | Expiration | The expiration date for the token. | Type | The type of credit card. | Number | The credit card number associated with the token. | Trash Can Icon | Click the purple trash can icon to remove the token from the subscription. |
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Payment Token Tab Actions The Payment Token Tab supports the following actions: |
Plan Details TabThe Plan Details Tab contains the following information about the subscription plan. Field: Plan Details Tab Item Name | Description |
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Plan ID | The plan identification number created by Payrix. | Created | The date that the subscription was created. | Merchant ID | The merchant identification number created by Payrix. | Name | The merchant’s name for the subscription plan. | Description | The type of plan as described by the merchant. | Amount | The scheduled subscription payment in dollars. | Schedule Factor | Billing frequency. | Schedule | How often the subscription plan is payed. | Status | Active or Inactive | Transaction Description | Defined by the merchant, and is applied to transactions generated as part of the subscription. |
Transactions TabThe Transactions Tab contains a table that lists the individual transactions associated with the subscription payment plan. FieldThe table shows the following information: Transactions Table Column Name | Description |
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Amount | The amount in dollars charged for the recurring payment. | Status | Indicates whether the transaction was captured as a recurring payment by the merchant. | Cardholder | The name of the cardholder. | Payment | The credit card brand and the last four digits of the card number. | Created | The date and time that the transaction was created. | Merchant | The name of the merchant. | Check boxes | Tick to select specific transactions, or tick the checkbox in the table header to select all transactions. | Arrow Icon | Click on the grey triangle in any row to view additional details for a specific transaction, or click on the grey triangle in the table header to view additional details for all transactions. |
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Transactions Tab Actions The Transactions Tab supports the following actions: View additional information on a specific transaction by clicking any row in the table. Click any information in a row to access specific Transaction Details. Issue Refunds on certain transactions using the Batch Actions function
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.: Select specific transactions from the Transactions table using the Check boxes in the table column on the right hand side. Navigate to the Batch Actions drop down, select the grey triangle, and click REFUNDS. Confirm the refund request in the pop-up window, or cancel to go back to the Payments History page.
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Customize Your Subscription Transaction Table
You can customize your view using the options found at the top of the table on the Subscription Transactions Tab. The following customization options are available:
Create a Customized Table
For View the Table Customization Instructions for instructions on customizing, sorting, or searching tables, click on Table Customization Instructions.
Expand the section below to view a complete list of the data that you can display on the Subscription Transactions Tab Table, found in the Subscription Details Box:
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