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Viewing Subscription Information

Accessing and viewing subscription information is essential for customer support, account management, and billing operations. BillaBear provides a comprehensive subscription view that gives you all the details you need about a customer's subscription.

What You Can See in the Subscription View​

The subscription view page displays:

  • Subscription Status: Whether the subscription is active, cancelled, or expired
  • Plan and Price Details: What the customer is subscribed to and how much they're paying
  • Billing Information: When the next invoice will be generated and payment attempted
  • Payment Method: What payment method is being used for this subscription
  • Subscription History: Changes made to the subscription over time
  • Related Invoices: All invoices generated for this subscription

Required Permissions​

To view subscription information in BillaBear, you need to have the role of Customer Support or higher.

For more information about user roles and permissions, see the User Roles documentation.

How to Access Subscription Information​

There are multiple ways to navigate to a customer's subscription information in BillaBear. The most common method is through the customer profile.

Method 1: Through the Customer Profile​

  1. Click "Customers" in the main navigation

    This will take you to the customer list page.

  2. Find the customer

    Use the search function or filters to locate the specific customer. For more information on finding customers, see the Search Customers documentation.

  3. Click "View" on the customer's entry

    This will take you to the customer's profile page.

  4. Locate the "Subscriptions" section

    On the customer's profile page, you'll find a section listing all of the customer's subscriptions.

  5. Click "View" on the subscription you want to examine

    This will take you to the detailed subscription view page.

Method 2: Through the Subscriptions List​

  1. Click "Subscriptions" in the main navigation

    This will take you to the subscriptions list page.

  2. Find the subscription

    Use the search function or filters to locate the specific subscription you're looking for.

  3. Click "View" on the subscription's entry

    This will take you to the detailed subscription view page.

Understanding the Subscription View Page​

The subscription view page is organized into several sections:

Subscription Overview​

This section displays the key information about the subscription:

  • Subscription ID: A unique identifier for the subscription
  • Status: Whether the subscription is active, cancelled, or expired
  • Plan: The subscription plan the customer is on
  • Price: How much the customer is paying and how often
  • Start Date: When the subscription began
  • End Date: When the subscription will end (if applicable)

Billing Information​

This section shows details about the billing for this subscription:

  • Next Billing Date: When the next invoice will be generated
  • Payment Method: What payment method is being used
  • Billing History: A list of past billing events

Actions​

From the subscription view page, you can perform several actions:

  • Change Plan: Move the customer to a different subscription plan
  • Change Price: Adjust the price of the subscription
  • Change Payment Details: Update the payment method
  • Cancel Subscription: End the subscription

Each of these actions has its own documentation page with detailed instructions.

Troubleshooting​

Common Issues​

  • Missing Subscription: If you can't find a subscription, check that you're looking at the correct customer and that the subscription hasn't been cancelled.

  • Incorrect Information: If the subscription information appears incorrect, check the subscription history to see if recent changes have been made.

Need Help?​

If you encounter any issues while viewing subscription information, please contact your system administrator or refer to the BillaBear documentation for more information.