Subscriptions

Subscriptions are ongoing scheduled support records.

Common Workflows

Use Subscriptions when you need to manage ongoing scheduled support. The Subscriptions table helps admins review active records, filter by status, form, fund, or contact, and investigate failed Subscription payments.

When a contact asks for a change, admins can help update the payment method, update Subscription details, reactivate an inactive Subscription, or cancel future payments when their role allows it.

From the Subscriptions table, admins with the right permissions can copy the subscription ID, view details, update active subscriptions, reactivate inactive subscriptions, or cancel active subscriptions.

Selected Subscriptions can also be exported. Admins with permission may bulk activate inactive Subscriptions or bulk cancel active Subscriptions. Bulk cancellation stops future charges for the selected Subscriptions.

Common Status Meanings

• Scheduled: the first payment is scheduled but has not completed yet.
• Active: future payments are expected to continue.
• Finished: the Subscription reached its end date and completed its scheduled payments.
• Deactivated: future payments have stopped.
• Failed: the most recent payment attempt did not complete.

Guides

• Subscription options
• Update payment method
• Manage subscriptions
• Failed payments