Quick Answer
How do you manage subscriptions in the Client Portal?
Log in to the Client Portal, select your profile in the top-right corner, and open Manage your Account → Billing & Subscription. From there, you can review and cancel subscriptions, filter billing records, view and download invoices, and manage saved payment methods.
What Subscription Management Lets You Do
You may need to check a subscription, download an invoice, or update a payment method. These routine tasks can feel scattered or unclear when the information is not available in one place.
Subscription Management is the billing hub inside the Client Portal. It brings billing details, active plans, invoices, and saved payment methods into a single area where users can review and manage everything tied to their account.
Customers can review plan status, download invoices, and manage payment methods without needing to contact support for every billing task.
Centralizing this information helps prevent confusion, missed updates, and unnecessary support requests.
Subscription Management navigation
Open the Client Portal, select the profile icon, and then go to Manage your Account → Billing & Subscription.
Subscription Management at a Glance
Before You Begin
Confirm that you have the access and account information needed before changing subscriptions or payment methods.
- Confirm you can log in to the correct Client Portal account.
- Identify the subscription you need to review or cancel.
- Confirm whether the subscription provides access to a course or community.
- Gather the invoice dates or billing records you need.
- Identify any saved card that needs to be updated or removed.
- Confirm that your administrator has enabled billing access.
- Review the consequences before confirming a cancellation.
Step 1: Access Subscription Management
Open the billing section from your Client Portal account menu.
Log In to the Client Portal
Open the appropriate Client Portal and sign in to your account.
Open Your Profile
Select your profile in the top-right corner of the portal.
Open the Billing Area
Select Manage your Account and then open Billing & Subscription.
Billing access may be restricted
If Billing & Subscription does not appear, an administrator may have disabled access through the app permissions.
Step 2: View and Manage Subscriptions
Use the Subscriptions view to review current and past subscriptions, verify their status, and take the required action.
View Subscriptions
Review active and inactive subscriptions associated with your portal account in one place.
Cancel a Subscription
Select the subscription, click Cancel, and confirm the action to finalize the cancellation.
Filter by Source
Use the source filter to narrow the list based on where the subscription originated.
Filter by Status or Date
Narrow the displayed records using the subscription status or a selected date range.
Cancellation can revoke access immediately
If the subscription is connected to a course or community, access is revoked immediately after the cancellation is confirmed.
Step 3: View and Download Invoices
Use the Invoices tab to review billing history and save records for accounting or expense tracking.
Open the Invoices Tab
Select the Invoices tab inside Subscription Management.
View an Invoice
Select the invoice you want to review to open its billing details.
Download the Invoice
Use the available download option to save a copy for your records.
Step 4: Manage Saved Cards
Keep saved payment methods current to reduce the chance of subscription payment failures.
View Saved Cards
Review the saved payment methods currently available for your subscriptions.
Delete an Old Card
Remove a payment method that is no longer needed. A warning may appear if the card is connected to an active subscription.
Update Card Details
When prompted, use the secure payment update link to change the payment information safely.
Check active subscriptions before deleting a card
Confirm whether the payment method is being used for an active subscription before removing it.
Admin Permissions
Portal owners and administrators can control who is allowed to access Subscription Management.
This can be useful when several users share an account or when billing information should only be available to account owners or other decision-makers.
Check permissions before troubleshooting the login
If a user can enter the portal but cannot find Billing & Subscription, review the user’s app permissions before treating the problem as a login issue.
Billing Management Best Practices
Frequently Asked Questions
How do I cancel a subscription?
Can I access past invoices?
How do I filter subscriptions?
Can admins revoke access to Subscription Management?
What happens if I cancel a course or community subscription?
Continue Learning
Continue learning how to configure the Client Portal, manage users, and control membership products and access.
