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The Subscription Details page contains information about any recurring payment made as part of a subscription through your merchant. Subscription Details can be accessed for any transactions listed on your Recurring Payments table.

Navigate to a Subscription Details page by clicking on any information in a Recurring Payments table row.

...

Subscription Details Features

Expand
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:

Field merchants

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 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 Tab

The Details Tab tab includes all of the following details for a specific subscription, and contains the following fields:

Field

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

Maximum number of transaction failures allowed

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

is

applied to transactions generated as part of the subscription

.
To edit

.

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, click 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.

    • Book and paper icon.

    • 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 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

Tab

table

displays

includes the following

columns

information in the default view:

Token:

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.

  • Trash Can Icon: Click the purple trash can icon to remove the token from the subscription.

  • To add

    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 Tabtab.

    • 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 tab contains the following information about the subscription plan.:

    The

    Plan Details Tab

    contains the following fields:

    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

    : Billing frequency.
  • Schedule: How often the subscription plan is payed.

  • Status

    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

    is

    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 tab contains a table that lists the individual transactions associated with the subscription payment plan. The

    Transactions Tab

    table

    displays

    shows the following

    columns

    information in the default view:

    Amount:

    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.

    Click any row to view

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

    • 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.

    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

    ...

    tab. View the Table Search and Sort Instructions for instructions on customizing, sorting, or searching tables

    ...

    .

    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:

    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: