The Subscriptions feature needs to be enabled by us for your Originator(s) before it can be used by you. If you do currently use subscriptions, this section will help you work with them within the Backoffice.
To view your list of subscriptions, click the Processing tab and select Subscriptions:
Your list of subscriptions appears. What you’re really seeing in this list is an item for every time a subscription-sale is made.
The columns in the table show you the following info for each new sale resulting from an active subscription by one of your customers:
Identifier: This number is unique to each subscription-customer combination. In other words, for each new subscription-sale you make for new customers, the number will be different, but every time that same customer is charged, the transaction will fall under the same Identifier
Trial: This subscription sale is the first time your customer has been charged, thus beginning his or her trial period
Active: This is a regular, recurring subscription-sale, by which your customer is charged cyclically
Retry: This is another intent to charge your customer after a subscription-sale has failed.
Cancelled: A subscription-sale can show up on the list as “cancelled” for any number of reasons. It might have been denied by the bank, for example, or may have ended in a refund. We reserve the right to cancel a subscription anytime, if we see that it is becoming problematic. You also have the ability to cancel subscriptions (see end of page).
Failed: This status means that the subscription-sale was unsuccessful. As you know, a transaction can fail for many reasons
Expired: Your customer has not been charged in this case because the maximum number of iterations has already been reached
Disabled: A subscription can be disabled when you refund a customer for a transaction in that subscription series. This is optional when executing the refund.
Originator: The Originator the subscription offer is configured to work with
Type: Each subscription-sale listed is based on a type of subscription, which you select when creating the subscription offer. The types of subscription offers you can create include:
Normal: Occur for a defined number of iterations, for example: 99.
Lifetime: Last indefinitely, the customer only being charged once at the beginning
One-time: Last as long as you specify, being over at that time
Infinite: Occur indefinitely, with repeat billing. More on creating Subscription offers is explained in the related article linked below
Order ID: The order number of the original sale/authorization resulting in a subscription. The number stays the same for your individual customers over the course of the subscription
Created: The date the subscription-sale:
occurred for the first time (if it was cancelled or failed, or if this item is a retry)
last ran successfully
Next iteration: The date the the customer is/was next slated to be billed for the subscription. This could be:
Right after the end of the Trial period, when the first real iteration is expected to take place
The date of the next iteration in the active recurring period. (For expired and disabled subscriptions, the “next iteration” field will be blank, of course)
Amount: The sale/rebill amount that went through (or was supposed to go through, if the transaction was not successful)
Frequency: The recurring iteration period of this subscription
Click the View 🔍 button to open a specific subscription. Details on the Subscription are found in the Main information window:
The Transactions tab lists all the transactions that have been processed for your subscription:
From here, you can drill down to single transactions for complete details:
Canceling a subscription
The Subscriptions tab is mostly informational. One thing you can do, however, is cancel a subscription. You can cancel trial, active, and retry subscriptions. In all other cases, the Operations tab is not available.
To cancel a subscription, go to the Operations tab.
Indicate a reason for canceling the subscription from the drop-down menu, and click the Cancel the subscription button. The customer will not be charged again for this series.