Subscription Details (M)

This topic describes the following pages:

Subscription Details
Payment Token

The Subscription Details page contains information about any recurring payment made as part of a subscription. Subscription Details can be accessed for transactions listed on your Recurring Payments table.

To navigate to the Subscription Details page, follow these steps:

Step 1: Navigate to the Recurring Payments page under the Payments category in the left-hand navigation panel.
Step 2: Click on any information in a Recurring Payments table row to open the Subscription Details page for that recurring payment.

A view of the Subscription Details page, showing the Subscription Details Banner and the Subscription Information Box.

Subscription Details Features

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

Subscription Details Banner

The banner at the top of the Subscription Details page includes the following information about a recurring payment:

Subscription Details Banner Item	Description
Customer	The name of the customer who pays the subscription charges.
Payments Made	The number of previous payments made through the subscription and their dollar amount.
Payments Remaining	The number of remaining payments for the subscription and their dollar amount.
Payments Failed	The number of missed payments and their dollar amount.
Plan Name	The name of the subscription.
Plan Amount	The recurring cost in dollars for the subscription.
Subscription Amount	The total dollar amount of the subscription.
Merchant	The name of the merchant associated with the subscription.

Subscription Information Box

The lower half of the Subscription Details page contains the Subscription Information Box, which contains four tabs on the left-hand side of the box. The tabs consist of information related to aspects of the subscription, the customer, and the merchant. The following sections of this page cover descriptions of the contents of each of the four tabs:

Details Tab

The Details tab includes the following details for a specific subscription:

Details Tab Item Name	Description
ID	The subscription identification number.
Created	The date that the subscription was created.
Plan ID	The plan identification number.
Merchant ID	The merchant identification number.
Start	The start date for the subscription.
Finish	The date that the subscription will end.
Tax	The dollar amount of tax charged with the subscription.
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.
Consecutive Failures	Number of consecutive failed transactions.
Status	The status of the subscription: Active or Inactive
Transaction Description	Defined by the merchant, and applied to transactions generated as part of the subscription.

Details Tab Actions

The Details tab supports the following actions: copy/paste, and edit.

Copy and paste information from select fields by clicking the COPY/PASTE icon.

To edit any fields on the Details tab, follow the steps below:

Step 1: Click the EDIT icon in the top right-hand corner of the box.
Step 2: Type your editing into the Details field.
Step 3: Click the Check Mark icon at the top right-hand corner to save or the X icon to revert to the previously saved details.

Tokens Tab

The Tokens tab displays a table of Payment Tokens associated with a subscription, as well as an option to add a new payment method. The Payment Tokens table includes the following information in the default view:

Payment Tokens Table Column Name	Description
Token	The token identification number.
Expiration	The expiration date for the token.
Type	The type of credit card.
Number	The credit card number associated with the token.

Payment Token Tab Actions

The Payment Token tab supports the following actions: add a new payment token, and remove a token.

To add a new payment token, follow the steps below:

Click the ADD PAYMENT button in the top right-hand corner.
Add the token ID, or click CREATE WITH TOKEN to create a payment using customer email and credit card information.
Click ADD to save the new payment, or click CANCEL to return to the Token tab.

Remove a token from the table by clicking the TRASH CAN icon to remove the token from the subscription.

Plan Details Tab

The Plan Details tab contains the following information about the subscription:

Plan Details Tab Item Name	Description
Plan ID	The plan identification number.
Created	The date that the subscription was created.
Merchant ID	The merchant identification number.
Name	The merchant’s name for the subscription plan.
Description	The type of plan.
Amount	The scheduled subscription payment in dollars.
Schedule Factor	The number of times per month that the subscription is billed.
Schedule	Monthy, daily, or yearly schedule of payments.
Status	The status of the subscription: Active or Inactive
Transaction Description	A description that will be applied to transactions generated as part of the subscription.

Plan Details Tab Actions

Copy and paste information from select fields by clicking the COPY/PASTE icon.

Transactions Tab

The Transactions tab contains a table that lists the individual transactions associated with the subscription payment plan. The table shows the following information in the default view:

Transactions Table Column Name	Description
Amount	The amount in dollars charged for the recurring payment.
Status	Indicates whether the transaction was captured as a recurring payment by the merchant.
Cardholder	The name of the cardholder.
Payment	The credit card brand and the last four digits of the card number.
Created	The date and time that the transaction was created.
Check boxes	Tick to select specific transactions, or tick the checkbox in the table header to select all transactions.
Arrow Icon	Click on the grey triangle in any row to view additional details for a specific transaction, or click on the grey triangle in the table header to view additional details for all transactions.

Transactions Tab Actions

The Transactions tab supports the following actions: access more information, and issue a refund.

Access specific Transaction Details by clicking any information in a row.

Issue Refunds on certain transactions using the Batch Actions function:

Step 1: Select specific transactions from the Transactions table using the Check boxes in the table column on the right-hand side.
Step 2: Navigate to the Batch Actions drop-down, select the grey triangle, and click REFUNDS.
Step 3: Confirm the refund request in the pop-up window, or cancel to go back to the Payments History page.

Customize Your Subscription Transaction Table

You can customize your view using the options found at the top of the table on the Subscription Transactions tab. 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 Subscription Transactions Tab Table, found in the Subscription Details Box:

Click here to view Subscription Transaction Tab columns:

Transaction Data

Amount
Cardholder
Payment
Created
TXN ID
Zip
Currency
Company
Created by
Date Modified
Modifier
Subscription Type
Captured
Description
Order
Tax
Approved
Refunded
Terminal ID
Channel
First Name
Last Name
Address
City
State
Country
Phone
Email

Entity Data

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

Division Data

Division Name

User Data

Login ID

Merchant Data

Merchant ID
Merchant Dba
Merchant MCC
Merchant Created
Merchant Created By
Merchant Date Modified
Merchant Modified By
Merchant Boarded
Merchant Last Txn
Merchant Date Established
Merchant Status

Payment Token (M)

The Payment Token page allows users to view and edit information associated with a payment token linked to a subscription. A payment token is the cryptographically generated representation of a payment method that can be safely stored and used to process future transactions.

To access the Payment Token page, use the following steps:

Step 1: Navigate to the Recurring Payments page under Payments in the left-hand navigation panel.
Step 2: Click on any information in a Recurring Payments table row to redirect to the Subscription Details page.
Step 3: Click on the Tokens Tab located in the Subscription Information box, in the lower half of the Subscription Details page.
Step 4: Click on any information in the Tokens table to access the Payment Token page.

A view of the Payment Token page showing the Payment Token information fields.

Payment Token Features

Click here to view the features of the Payment Token page.

The Payment Token page contains an editable form which includes the following information about a payment token:

Payment Token Field Name	Description

Payment Token Field Name	Description
ID	The identification number assigned to the token.
Expiration	The credit card expiration date.
Type	The type of credit card used during the transaction.
Number	The credit card number, with the last four digits visible.
Name	The name on the credit card.
Description	The description associated with the token.
Custom Description	A custom description written by the merchant.
Token	The tokenized identification number associated with the credit card.

Payment Token Actions

Edit information on the Payment Token page by following the steps below:

Step 1: Click the EDIT icon in the upper right-hand corner.
Step 2: Enter information into the editable fields.
Step 3: Save your edited information by clicking the CHECK MARK icon in the upper right-hand corner, or discard changes and return to the Payment Token page by clicking the X icon.