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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

Payment Token Tab Actions

The Payment Token Tab 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

    • 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 tab contains the following information about the subscription plan:

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 a the following information about a recurring payment:

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 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 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

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.

info

Details Tab Actions

The Details Tab 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

  • 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 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.

    Info

    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

    Billing frequency

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

    Schedule

    How often the subscription plan is payed

    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 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.

    info

    Transactions Tab Actions

    The Transactions Tab tab supports the following actions:

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

    Click 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: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: