Subscription Statuses
Viewing Subscriptions
Go to Reports → Subscriptions in the sidebar.Quick Access Tabs
Use the tabs at the top to filter by status: All, Active, Trial, Paused, Past Due, Canceled. Each tab shows the count of matching subscriptions.Columns
- Status — Color-coded badge
- Customer — Name and email
- Product — Subscription product name
- Amount — Recurring charge amount
- Frequency — Billing interval (Monthly, Weekly, Daily, Yearly)
- Cycle # — How many successful charges have occurred
- Next Charge — Date of the next scheduled billing
- Started — Original purchase date
- Gateway — Payment gateway used
Filters
Narrow the list using the filter bar: Email, Merchant, Product Code, and Date Range.Subscription Detail Drawer
Click any subscription row to open the detail drawer.Tabs
- Overview
- Billing History
- Changes
- Emails
Product name, frequency, status, gateway, and customer address. If the subscription has a trial period, trial details are shown here.
Admin Actions
Action buttons appear at the bottom of the drawer:- Cancel — Terminate the subscription
- Pause — Temporarily stop billing
- Resume — Restart a paused subscription
- Skip Next Charge — Move the next scheduled billing forward by one cycle without charging now
- Force Bill — Trigger an immediate charge attempt
- Change Date — Set a new next billing date (opens a date picker)
- Reactivate — Restart a canceled or past-due subscription. If its next billing date has already passed, the subscription is billed on the reactivation day and the next cycle follows one billing period later. Cycles missed while it was canceled are never charged.
- Edit Pricing — Adjust the recurring charge amount, shipping, and discount for the subscription
Actions are context-aware. For example, Resume only appears for paused subscriptions, and Reactivate only appears for canceled or past-due subscriptions.
Edit Pricing
The Edit Pricing action opens a modal where you can adjust:
Changes take effect on the next billing cycle. The discount amount is calculated automatically based on the type and value.
A new Amount you type here is treated as the price before tax: renewals add tax on top of it (see Tax on renewals). Saving the modal without changing the amount keeps how the subscription was taxed before.
Bulk Actions
On the Subscriptions list, select multiple rows with the checkboxes, then use the bulk action menu:- Cancel Selected — Cancel all selected subscriptions
- Pause Selected — Pause billing for all selected subscriptions
- Force Bill Selected — Run an immediate billing attempt for each selected subscription
Subscription Events in Conversions
Subscription lifecycle events also appear in the main conversions list at Reports → Conversions. Use these quick access tabs to filter them:- Sub Cancel — Subscription cancellations
- Renewal — Successful subscription renewals
- Renewal Failed — Failed renewal attempts
Rebills and Affiliates
A rebill is credited to the affiliate who referred the original purchase, so it shows in that affiliate’s reports. By default a rebill sends no postback to the affiliate and earns no commission. To pay an affiliate on renewals, open Affiliates, edit the affiliate and turn on Send rebills: postbacks and commission. From then on each successful renewal earns commission at that affiliate’s rates and reaches their postbacks. First sales are not affected by this setting. Ad platforms (Meta Conversions API, Google Ads, TikTok and the other ad networks) never receive renewals, so a renewal is never reported to them as a new purchase.Tax on Renewals
Each renewal is taxed again when it is charged, with the merchant’s current tax settings. The tax is calculated at the ship-to address stored with the subscription (the billing address when there is none), and the renewal charges the price before tax plus that tax. A retention discount applies to the price before tax, and an EU business customer whose first order was reverse-charged keeps the reverse charge. When the merchant’s Collect tax at checkout switch is off, renewals charge no tax. Details: Sales tax: subscription renewals.Automation Triggers
Subscription events can trigger automations (email sequences, webhooks) through the funnel automation builder:- Subscription Cancel — Fires on cancellation
- Subscription Change — Fires on product or amount changes
- Subscription Renewal — Fires on successful renewals
- Subscription Renewal Failed — Fires on failed renewals
- Subscription Reactivate — Fires on reactivation
- Subscription Winback — Fires 30 days after cancellation for re-engagement flows
Setting Up Subscription Products
To make a product recurring:- Go to Settings → Products
- Open a product and enable Is Subscription
- Set the Frequency and Frequency Unit (e.g., every 1 month)
- Optionally configure a Trial Period (in days) and First Charge Free
Subscription tiers (optional)
Products can expose multiple subscription tiers with different intervals and prices, for example good / better / best:- On the same product, enable Is Subscription and set the base frequency as usual.
- In the Subscription tiers section, turn on Enable subscription tiers.
- Click Add tier for each option. For each tier, set:
- Tier ID — Stable identifier (for example
monthly,quarterly) - Interval and Interval count — How often this tier bills
- Price — Recurring amount for that tier
- Label — Customer-facing name for checkout
- Tier ID — Stable identifier (for example
- Save the product.
Stepped Pricing (optional)
Subscription products can have stepped pricing — the recurring charge changes after a set number of billing cycles. This is useful for introductory pricing, loyalty discounts, or tiered retention strategies.- Open the product under Settings → Products.
- Ensure Is Subscription is enabled.
- In the Stepped Pricing section, toggle it on.
- Click Add Step for each pricing tier. For each step, set:
- From Cycle — The cycle number this price starts at
- To Cycle — The cycle number this price ends at (leave empty for “forever”)
- Price — The recurring charge amount during these cycles
- Save the product.
Prepaid Options (optional)
Subscription products can offer prepaid discounts where customers pay upfront for 3, 6, or 12 months at a reduced rate:- Open the product under Settings → Products.
- Ensure Is Subscription is enabled.
- Set the 3-Month Discount (%), 6-Month Discount (%), and/or 12-Month Discount (%) fields.
- Save. Checkout will offer these prepaid options to customers.
Subscribe & Save (optional)
Subscription products can show a Subscribe & Save discount so the recurring price is lower than the one-time purchase price:- Open the product under Settings → Products.
- Ensure Is Subscription is enabled.
- Set Subscribe & save discount (%) to the percentage off the one-time price you want for subscribers (for example
10for 10% off). - Save the product. Checkout can display the savings versus the one-time price based on this field.
Recurring Coupons
Coupons can be configured to apply to recurring subscription charges, not just the initial purchase:- Go to Settings → Products → Coupons tab.
- Create or edit a coupon.
- Under Recurring Subscription Mode, choose:
- First purchase only — Discount applies only to the initial order (default).
- All recurring charges — Discount applies to every renewal indefinitely.
- Limited recurring cycles — Discount applies for a set number of renewals. Set the Number of cycles field.
- Save.
Subscriptions in a cart
A cart can mix subscription products and one-time products. The order opens one subscription, on the schedule of the first subscription product in the cart. Each renewal charges the subscription products at their recurring price times their quantity, plus the shipping paid on the first order. One-time products are charged once and do not renew. Tax is worked out again at each renewal. A one-time product added as an order bump works the same way. If a subscriber cancels, one-time courses bought in the same order stay available.Brand Subscription Settings
Settings → Subscriptions holds the brand-wide subscription settings and the default email templates. What buyers can do themselves (pause, skip, resume, cancel) depends on the members area template, not on a setting here. See Members Area Subscription Management.Default Email Templates
On the same settings page, assign default email templates for subscription events. These serve as fallbacks when a merchant-specific template is not configured:- Purchase confirmation
- Renewal success
- Renewal failed / dunning
- Subscription paused
- Subscription canceled
Subscription Analytics
Subscription dashboard cards include:- Net Revenue Retention (NRR) — Tracks MRR growth from existing subscribers over time, including expansion, contraction, and churn.
- Subscription KPIs — A summary card showing Active Subscriptions, MRR, Churn Rate, and Average LTV with period-over-period deltas.
Export & Bulk Operations
Export
From the Subscriptions list, click Export to generate a CSV file. You can export all filtered results or just selected rows. You’ll receive an email with a download link when the export is ready.Bulk Actions
Select multiple subscriptions and use:- Cancel Selected — Cancel with an optional reason
- Pause Selected — Pause billing for all selected
- Force Bill Selected — Trigger immediate charge attempts