Subscription summary payment new card subscription summaryhtml update new dashboard billing options
Each time a customer purchases a product you have, a new Subscription entry will be created. The Subscription Summary page contains information about each Subscription. The summary is broken down into 12 categories and are detailed below. Activated At displays the date the Subscription was first activated.
In the event that you created a subscription that bills in the future had not billed yetthis date will reflect the day the subscription entry was created in Chargify.
Activity is a window into the recent changes to a Subscription. It is a replica of what is displayed in Site Activity. Please review the Site Activity documentation for a summary of each entry. If you have full credit card information for a Subscriber enter a new card by selecting Add New Credit Card.
Billing address information is option. If you have ACH enabled and are an Authorize. Please see our documentation on ACH here. When viewing a subscription, you can see the currecnt status of their access to the Billing Portal. Viewing the management link is also a very useful subscription summary payment new card subscription summaryhtml update new dashboard billing options to view how your customers are presented the information in the Billing Portal.
If your Subscriber is unsure of how to locate the Billing Portal, use this option to resend the invitiation to your Subscriber. On a per Subscription basis, you may need to revoke access to the portal. You can choose to simply enable Billing Portal for this customer, or enable Billing Portal subscription summary payment new card subscription summaryhtml update new dashboard billing options send them an emailed invitation.
These two dates can be drastically different in the event that manual invitations are sometimes used. For more information on manual Billing Portal invites, please see our documenation here. The customer details specifies a few crucial pieces of information about the purchaser of your product or service. Pay close attention to the screen grab below. The screen grab below the information provided is from the Customer Details of the Subscription. If your Site contains a custom fieldyou can view which fields are applied to each Subscriber.
Enable your Subscribers to enter custom field information via Public Signup Pages. You may manually enter or change custom fields per Subscription here. Edit or delete custom fields associated with a Subscription here. If your Subscriber selected components during signup, or you need to record components manually, select Components Line Items from the Summary Menu.
Each component associated with the Product your Subscriber has purchased will be displayed in this tab. Even if your Subscriber has subscription summary payment new card subscription summaryhtml update new dashboard billing options purchased any components, all components will be displayed.
For more information on configuring components to appear in Public Signup Pages, please see our documentation here. Please see our coupons documentation for more information. Current balance is the outstanding current amount due on the account.
However, if there is a credit on the account, this will be represented as a negative balance on the account. For more information on adjusting balances, please see our adjustments documentation here. Select Delete to remove the customer entry. You may not delete a customer if they have a Subscriptions associated with the customer entry. To read more about deleting a Subscription, please see our documentation here.
This will allow you to edit the Billing Address of the Subscription. It will only allow you to edit the information about the credit card itself as shown below:. To edit any of the details of the customer, select Edit from the Action drop down menu. Pay close attention to this screen grab below, as well. You are able to edit the Customer Entry directly from the Customer tab. Emails do take a few moments to generate and appear. Please be patient as they will appear within minutes of generation.
Chargify gives you the option to download the text or HTML of the email. This is a powerful tool used specifically to instruct a customer to update their credit card securely via self-service pages. If your subscriber has purchased a product that expiresan expires at date will appear as part of the subscription data. The expires at date indicates the day that the subscription will transition to expiredwhich is a dead state.
You have the option of altering the expires at date if needed. Select change next to the expires date to select the new date of expiration. For more information on subscription states, please see our documentation here. When a subscription has invoices associated with it, you will be able to view current and past invoices in the subscription summary.
Click the invoices on the side of your subscription summary to view existing invoices. If you do not have access to the invoicing feature, based on your plan level, the invoice option will not appear. Please see our section on Invoices by Subscriptionfor more information on how Invoices work within Subscriptions. This amount will include the following:.
If there is a coupon applied, the discount will be calculated and factoered into this cost. Discounts will be applied and shown correctly. If you are using the custom taxes, supplied by Chargify, the next billable amount will be displayed into the billing amount. Plus Taxes will not be shown if using custom taxes. Please pay special attention to metered components, which charge at the end of the billing period. The timestamp that indicates when capture of payment will be tried or retried. Please note the intentional duplication of the usage of Next Billing on this page.
The usage of this version of next billing is meant to be seperately documented from the set of information under Next Billing further down the page. From here, you can change any or all of the date attributes. After saving, the new date will be applied to the subscription. If a subscription has a snap day for calendar billing, you can edit the day that the subscription will snap to in Chargify. If you deselect the box, the billing date will be changed for one recurring period to the new date.
After this date arrives, the subscription will snap back to the original calendar billing date. Notes are strictly optional. We encourage our users to make accurate timely notes on recent activity, phone calls, payment plans etc. Within the main summary page, the most recent note will be displayed. You can select the notes tab to display all of the notes associated with a Subscription. Important notes can be flagged and marked with an asterisk next to the entry.
Paid Through Date displays the date in which the subscription has been paid for through in Chargify. If a Customer has a payment method attached to their account, you will be able to view some information about the card itself here. We mask all secure information, therefore displaying only the last 4 digits of the credit card number.
The address attached to subscription summary payment new card subscription summaryhtml update new dashboard billing options payment is the billing address for the Subscription. This is the same as the information entered in the billing address in the Public Signup Page. When you elect to change the payment method, you are given the option to switch to the available alternate payment methods for the Site.
When Chargify attempts to contact a gateway and encounters an error, we use these fields to indicate time stamps that pinpoint the time of the problem. Generally if the gateway is not available during the time a charge is assessed, we will mark the Subscription as a soft failure.
For assistance in resolving any subscriptions of this nature, please contact our support team. The current Product the Subscriber has purchased. This section of the Subscription summary payment new card subscription summaryhtml update new dashboard billing options gives the Merchant two options.
Once referrals have been enabled, a unique referral code will be created for every subscription. You can obtain the referral code by visiting the subscription summary page for the subscription, or by fetching the subscription from the API. For more information on referrals, please see our documentation here. Statements can be located within each subscription. Click on the left side of the subscription summary to access a list of current statements for a subscription.
Please see our section on Statementsfor more information on how Statements work within Subscriptions. The current state of the subscription. Please see the documentation for Subscription States. The date of creation of the Subscription. In the event that you have created a subscription that begins billing in the future, this date will reflect the date that the subscription was created. You can manually designate a subscription tax exempt from the subscription summary.
If a subscriber purchases a product that is taxable, they will not have to pay the tax on the product or components if they are marked tax exempt.
To change a subscriber to tax exempt, select change next to Tax Exempt Customer and you will be directed to the customer entry. Select the dropdown under Tax Exempt and change this option to yes.
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