Subscription Details Banner
The banner at the top of the Subscription Details page includes the following information:
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 - d 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 information related to aspects of the subscription, the customer, and the merchant.
Details Tab
The Details Tab contains all of the details for a specific subscription.
The Details Tab contains the following fields:
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 e.
Tax: The dollar amount of tax charged with the subscription.
Max. Consecutive Failures:
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.
To edit any fields on the Details Tab, click the Edit icon in the top right hand corner of the box.
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.
Plan Details Tab
The Plan Details Tab contains information about the subscription plan.
Transactions Tab
The Transactions Tab contains a table that lists the individual transactions associated with the subscription payment plan.
The Transactions Tab table displays the following columns:
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 additional information on a specific transaction.
Click any information in a row to access specific Transaction Details.
Issue Refunds on certain transactions using the Batch Actions function.
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.
