Plan Details (M)

The Plan Details page contains information about a specific plan and its subscriptions. On this page, you can add additional subscriptions and edit information about the plan.

Note: A 'Plan' is the amount and frequency that a customer will be charged. 'Subscriptions' assign customers to the Plan. First create a Plan, and afterwords you can add Subscriptions to the Plan. For more information on subscriptions, open the Recurring Payments and Subscription Details pages.

Navigate to the Plan Details page by following the steps below:

Step 1: Click Recurring Payments in the Payments category of the left-hand navigation panel to open the Recurring Payments drop-down menu.
Step 2: Click Plans in the drop-down menu to open the Plans page.
Step 3: Locate the specific plan in the table on the Plans page, and click any information in the table row to open the Plan Details page.

Partial view of the Plan Details page, including the Plan Details Information Banner, the Subscription and Details tabs, and the Subscriptions Table.

Plan Details Features

Click here to view the features of the Plan Details page.

Plan Details Information Banner

The Plan Details Information banner is displayed at the top of the page and displays the total, active, and inactive subscriptions assigned to this plan.

Subscriptions Tab

The Subscriptions tab is located under the Plan Details Information banner. By default, the page will direct you to the Subscriptions tab when you open the Plan Details page. The tab contains a table of all subscriptions under the plan, and includes the following information in the default setting:

Subscriptions Table Column Names	Description
Customer	The name of the customer associated with the subscription.
Status	The status of the subscription: Active or Inactive.
Amount	The dollar amount charged each time the subscription payment recurs.
Schedule	The payment schedule: Days, Weeks, Months, or Years.
Start	The start date of the subscription.
Finish	The date that the subscription ended. Note that this date is only available for inactive subscriptions.

Subscriptions Tab Actions

To access more information about a specific subscription displayed in the table, click any information in the table row to open the Subscription Details page.

Plan Details Tab

The Plan Details tab is located to the right of the Subscriptions tab. Click DETAILS to open the tab in the page. The Plan Details tab contains editable details about the plan, including the following information:

Plan Details Field Names	Description
Name	The name of the plan.
Description	An optional description of the plan.
Transaction Description	An optional description that accompanies any transactions that occur as part of the plan.
ID	The ID number associated with the plan.
Created	The date that the plan was created.
Merchant	The name of the merchant associated with the plan.
Status Drop Down Menu	The plan status: Active or Inactive.
Amount	The dollar amount charged each time the subscription payment recurs.
Schedule	The payment schedule: Days, Weeks, Months, or Years.
Schedule Factor	The number of times that the subscription is billed.
Max. Consecutive Failures	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 Max. Consecutive Failures limit is reached, the subscription will be canceled.

Plan Details Action

To edit information in the Plan Details tab, click the PENCIL icon in the upper right-hand corner of the page. Enter the information and click the CHECKMARK icon in the upper right-hand corner of the page to save your edits, or discard your changes and return to the previous page by clicking the X icon.

Customize Your Subscriptions Table

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 Subscriptions Table:

Click here to view Subscriptions 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

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

Related Pages

Click the links or items on the Recurring Payments page to access any of the following pages: