Subscription Details

Subscription Details Banner

The banner at the top of the Subscription Details page includes the following information:

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 information related to aspects of the subscription, the customer, and the merchant.

Details Tab

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

• To edit any fields on the Details Tab, click the Edit icon in the top right hand corner of the box.

  • Type your editing into the Details field.

  • Book and paper icon.

  • 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.

• The Tokens Tab table displays the following columns:

  • 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 a new payment token:

  • 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.

Plan Details Tab

The Plan Details Tab contains information about the subscription plan.

• The Plan Details Tab contains the following fields:

  • 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: Active or Inactive

  • Transaction Description: Defined by the merchant, and is applied to transactions generated as part of the subscription.

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.

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