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.
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Subscription Details Features
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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 the following information about a recurring payment: FieldSubscription 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 | merchants 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. |
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 tab includes all of the following details for a specific subscription, and contains the following information: FieldDetails 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 allowedThe 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 ActionsThe 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 TabThe 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 information in the default view: FieldPayment 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. | To add Payment Token Tab ActionsThe Payment Token tab supports the following actions: Plan Details TabThe Plan Details Tab tab contains the following information about the subscription plan, and contains the following fields: FieldPlan 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 frequencyThe number of times per month that the subscription is billed. | Schedule |
How often the subscription plan is payedMonthy, daily, or yearly schedule of payments. | Status | The status of the subscription: Active or Inactive | Transaction Description | Defined by the merchant |
, is applied to transactions generated as part of the subscription. |
Plan Details Tab ActionsCopy and paste information from select fields by clicking the COPY/PASTE icon. Transactions TabThe Transactions Tab tab contains a table that lists the individual transactions associated with the subscription payment plan, and contains . The table shows the following information in the default view: FieldTransactions 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. |
Click any row to view Transactions Tab ActionsThe 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.
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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
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tab. View the Table Search and Sort Instructions for instructions on customizing, sorting, or searching tables
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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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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 User Data Merchant Data |
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