Subscription Details

The Subscription Details page in Agency Handy gives a complete overview of a client’s active or inactive subscription, including service details, billing cycle, order history, invoices, and payment information.

What You Can Do

• View subscription-level service and package details

• Track billing cycle, start date, and end date

• Review linked orders and their current statuses

• Monitor invoice history, payment status, and due dates

• Access payment details such as method, amount, and next payment date

• Check event logs for activity related to the subscription

Why It Matters

• Provides a single view of subscription-related activities

• Helps Admins monitor billing and service delivery in one place

• Ensures transparency with clients regarding invoices and payments

• Reduces confusion by linking orders, invoices, and events to the subscription

Who Can Use This

• Admins, SuperAdmins, and Managers with access to the Subscriptions module

• Clients can view subscription summaries when client access is enabled

Getting Started

1. Open a Subscription

   • Navigate to Subscriptions from the left sidebar

   • Select a subscription from the list to open details

2. Review Subscription Details

   • Service Name

   • Package Name

   • Client Name

   • Billing Cycle (e.g., Monthly, Yearly)

   • Kick Off Date and End Date

3. Check Payment Details

   • Subscription Fee

   • Total Number of Payments

   • Payment Method (e.g., Stripe, Manual Banking, PayPal)

   • Next Payment Date

4. Track Order History

   • Order ID

   • Status (e.g., Ongoing, Completed)

   • Kick Off Date and Due Date

5. Review Invoice History

   • Invoice ID

   • Amount

   • Status (e.g., Open, Paid)

   • Payment Date

   • Due Date

6. Event Logs

   • Displays all activities related to the subscription

     

Important Notes

• A subscription can have multiple linked orders and invoices

• Status shows whether a subscription is Active or Inactive

• Payment method defines how clients are billed (Stripe, PayPal, Wise, Manual Banking, etc.)

• Invoices tied to subscriptions update dynamically when payments are received

• Event logs act as an audit trail for subscription-related changes