Plan Details

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.

Plan Details Features

Click here to view the features of 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.
Arrow Icon: Click the grey triangle in any row to view additional details for a specific transaction or click the grey triangle in the table header to view additional details for all transactions.

Customer Table Actions

The Customers table supports the following actions: access subscription details and add 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 lightbox in the page.
Enter the information into the lightbox fields.
Enter payment information using a credit card by clicking ENTER CARD DETAILS or click CREATE WITH TOKEN to use a tokenized payment.
To save the new subscription payment, click ADD.

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.

Plan Details Actions

Edit information in the Plan Details section by clicking the EDIT icon in the upper right corner of the section. To save edited information, click the CHECKMARK, or cancel by clicking the X icon.

Customize Your Customers Table View

You can customize your view using the options found at the top of the table. View the Table Search and Sort Instructions for instructions on customizing, sorting, or searching tables.

Expand the section below to view a complete list of the data that you can display on the Customers table in the Subscriptions section:

Click here to view the list of Customers table customizations.

Plan Data

Amount
Schedule
Plan ID
Description
Plan status
Plan name
Schedule
Factor

Subscription Data

Start
Finish
Subscription ID
Date Created
Created by
Date Modified
Modified By
Descriptor
Max. Consecutive Failures
Consecutive Failures
Inactive
Tax

Entity Data

Merchant
Entity ID
Login ID
Parameters ID
Type
Address
City
State
Zip
Country
Phone
Fax
Email
Website
EIN
Currency
Status
Custom
TIN Status

Merchant Data

Merchant ID
DBA - Statement Descriptor
MCC
Date Created
Created by
Date Modified
Modified By
Date Boarded
Last Transaction Date
Date Established
Annual Card Sales
Boarding Status
Amex Status
Discover Status
Status

Click the links or items in the Plan Details page to access any of the following pages: