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titleClick here to view features of the Subscription Details page.

Subscription Details Banner

The banner at the top of the Subscription Details page includes the following information about a recurring payment:

Subscription Details Banner Item

Description

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 merchant's 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.

Subscription Information Box

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 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 Tab

The Details tab includes the following details for a specific subscription:

Details Tab Item Name

Description

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

The maximum number of attempts made to charge the saved payment method for the subscription if the payment method fails or is declined. If the Max. Consecutive Failures limit is reached, the subscription will be canceled.

Consecutive Failures

Number of consecutive failed transactions.

Status

The status of the subscription: Active or Inactive

Transaction Description

Defined by the merchant, and applied to transactions generated as part of the subscription.

Details Tab Actions

The Details tab supports the following actions:

  • Copy and paste information from select fields by clicking the COPY/PASTE icon.

  • Edit any fields on the Details tab by following the steps below:

    • Step 1: Click the Edit icon in the top right hand corner of the box.

    • Step 2: Type your editing into the Details field.

    • Step 3: Click the Check Mark icon at the top right hand corner to save or the X icon to revert to the previously saved details.

Tokens Tab

The Tokens tab displays a table of Payment Tokens associated with a subscription, as well as an option to add a new payment method. The Payment Tokens table includes the following information in the default view:

Payment Tokens Table Column Name

Description

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.

Payment Token Tab Actions

The Payment Token tab supports the following actions:

  • Add a new payment token by following the steps below:

    • Click the ADD PAYMENT button in the top right hand corner.

    • Add the token ID, or click CREATE WITH TOKEN to create a payment using customer email and credit card information.

    • Click ADD to save the new payment, or click CANCEL to return to the Token tab.

  • Remove a token from the table by clicking the purple TRASH CAN icon to remove the token from the subscription.

Plan Details Tab

The Plan Details tab contains the following information about the subscription:

Plan Details Tab Item Name

Description

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

The number of times per month that the subscription is billed.

Schedule

Monthy, daily, or yearly schedule of payments.

Status

The status of the subscription: Active or Inactive

Transaction Description

Defined by the merchant and applied to transactions generated as part of the subscription.

Plan Details Tab Actions

Copy and paste information from select fields by clicking the COPY/PASTE icon.

Transactions Tab

The Transactions tab contains a table that lists the individual transactions associated with the subscription payment plan. The table shows the following information in the default view:

Transactions Table Column Name

Description

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.

Transactions Tab Actions

The Transactions tab supports the following actions:

  • View additional information on a specific transaction by clicking any row in the table.

  • Access specific Transaction Details by clicking any information in a row.

  • Issue Refunds on certain transactions using the Batch Actions function:

    • Step 1: Select specific transactions from the Transactions table using the Check boxes in the table column on the right hand side.

    • Step 2: Navigate to the Batch Actions drop down, select the grey triangle, and click REFUNDS.

    • Step 3: Confirm the refund request in the pop-up window, or cancel to go back to the Payments History page.

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Expand
titleClick here to view Subscription Transaction Tab columns:

Transaction Data

  • Amount

  • Cardholder

  • Payment

  • Created

  • TXN ID

  • Zip

  • Currency

  • Company

  • Created by

  • Date Modified

  • Modifier

  • Subscription Type

  • Captured

  • Description

  • Order

  • Tax

  • Approved

  • Refunded

  • Terminal ID

  • Channel

  • First Name

  • Last Name

  • Address

  • City

  • State

  • Country

  • Phone

  • Email

Entity Data

  • Merchant

  • Entity

  • Custom

  • Entity ID

  • Parameters ID

  • Entity Type

  • Address

  • Entity City

  • Entity State

  • Entity Zip

  • Entity Country

  • Entity Phone

  • Entity Fax

  • Entity Email

  • Entity Website

  • EIN

  • Entity Currency

  • Entity Status

Division Data

  • Division Name

User Data

  • Login ID

Merchant Data

  • Merchant ID

  • Merchant Dba

  • Merchant MCC

  • Merchant Created

  • Merchant Created By

  • Merchant Date Modified

  • Merchant Modified By

  • Merchant Boarded

  • Merchant Last Txn

  • Merchant Date Established

  • Merchant Status

Related Pages:

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Recurring Payments

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Payment Token

The Payment Token page allows users to view and edit information associated with a payment token linked to a subscription paid to your merchants. A payment token is the cryptographically-generated representation of a payment method that can be safely stored and used to process future transactions.

To access the Payment Token page, use the following steps:

  • Step 1: Navigate to the Recurring Payments page in the left hand navigation panel.

  • Step 2: Click on any information in a Recurring Payments table row to redirect to the Subscription Details page.

  • Step 3: Click on the Tokens Tab located in the Subscription Information box, in the lower half of the Subscription Details page.

  • Step 4: Click on any information in the Tokens table to access the Payment Token page.

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View of the Payment Token page showing the Payment Token fields.

Payment Token Features

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titleClick here to view features of the Payment Token page.

The Payment Token page contains an editable form which includes the following information about a payment token:

Payment Token Field Name

Description

ID

The identification number assigned to the token by Payrix.

Expiration

The credit card expiration date.

Type

The type of credit card used during the transaction.

Number

The credit card number, with the last four digits visible.

Name

The name on the credit card.

Description

The description associated with the token.

Custom Description

A custom description written by the merchant.

Token

The tokenized identification number associated with the credit card.

Payment Token Actions

Edit information on the Payment Token page by following the steps below:

  • Step 1: Click the EDIT icon in the upper right hand corner.

  • Step 2: Enter information into the editable fields.

  • Step 3: Save your edited information by clicking the CHECK MARK icon in the upper right hand corner, or discard changes and return to the Payment Token page by clicking the X icon.

Related Pages:

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