The Plan Details page displays information about a specific subscription payment plan listed on your merchant’s profile. It contains searchable details about the customers associated with the plan, the ability to add new subscriptions, and editable subscription plan details.
To access the Plan Details page:
Click Merchants in the Management category in the left navigation panel.
Click a specific merchant in the Merchants table to open the Merchant Profile page.
Scroll down to the Plan Details tab in the Merchant Account Overview section of the Merchant Profile page.
Click the specific plan located in the Plans table to open the Plan Details page.
The Plan Details page is divided into two sections: the Subscription section and the Details section.
Subscription Section
The Subscription section contains information about subscriptions and customers associated with the merchant’s plan.
Subscription Information Banner
The Subscription information banner is located at the top of the Subscription section. It displays the Total, Inactive, and Active numbers of subscriptions under the plan.
Customers Table
The Customers table contains a list of customers enrolled in the subscription plan, and includes the following information:
Customer: The name of the customer.
Status: The status of the customer’s subscription: Active, Inactive, or Ended.
Amount: The recurring payment amount.
Schedule: The frequency of payments according to the subscription.
Start: The start date of the subscription plan.
Finish: The date that the subscription plan will end.
Merchant: The name of the merchant associated with the subscription plan.
Customer Table Actions
The Customers table supports accessing subscription details and adding a new subscription.
Access the Subscription Details page for a customer listed in the Customer Table by clicking any information in the table row.
Add Subscription
To add a new subscription to the Plan Details page:
Click ADD SUBSCRIPTION in the upper right corner of the Subscription Section to open a dialog in the page.
Enter the information into the dialog fields.
Enter payment information using a credit card by clicking ENTER CARD DETAILS or click CREATE WITH TOKEN to use a tokenized payment.
Click ADD to save the new subscription payment.
Details Section
The Details Section contains editable details of the subscription plan, including the following fields:
Name: The name of the subscription plan.
Description: A description of the plan generated by the merchant or Partner.
Transaction Description: A description of the recurring transaction that is associated with the plan.
ID: The Payrix Pro platform-generated ID associated with the subscription plan.
Created: The date that the plan was created.
Merchant: The name of the merchant associated with the subscription plan.
Status: The status of the plan: Active or Inactive.
Amount: The dollar amount of the recurring transaction.
Schedule Factor: The frequency of the withdrawal for withdrawal schedules.
Schedule: The schedule of transactions for the plan: Daily, Weekly, Monthly, or Yearly.
Max. Consecutive Failure: The maximum number of attempts made to charge the saved payment method for the subscription if the payment method fails or is declined. If the Maximum Consecutive Failures limit is reached, the subscription will be canceled.
Related Pages
Click the links or items in the Plan Details page to access any of the following pages: