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Client Portal: Subscription Management
View and manage subscriptions, invoices, and saved cards in one place—cancel plans, filter records, and keep billing organized directly from the Client Portal.
Keeping Billing Clear and Under Control
You may need to check a subscription, download an invoice, or update a payment method, but the information can feel scattered or unclear when it’s not all in one place.
Subscription management 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.
When billing information isn’t centralized, it leads to confusion, missed updates, and unnecessary support requests just to handle routine account tasks.
This guide will show you how subscription management is structured so you can review plans, access invoices, manage payment methods, and understand how control is handled within the portal.
To start, it helps to understand what subscription management includes and how it organizes billing information.
What Subscription Management Lets You Do
Subscription Management is your billing hub inside the Client Portal. It gives customers a clear place to review plan status, download invoices, and manage payment methods—without needing to contact support.
- Centralized control: Subscriptions, invoices, and cards in one view.
- Cancel easily: End subscriptions with a few clicks.
- Invoice access: View and download invoices anytime.
- Smart filters: Sort by source, status, or date range.
- Admin controls: Restrict access via app permissions if needed.
Follow along: Open the Client Portal → profile icon → Manage your Account → Billing & Subscription.
Step 1: Access Subscription Management
- Log into your Client Portal.
- Click your profile in the top-right corner.
- Select Manage your Account → Billing & Subscription.
If you don’t see it: An admin may have disabled access via app permissions.
Step 2: View & Manage Subscriptions
On the Subscriptions view, you can see current and past subscriptions, verify status, and take action quickly.
- View: See active and inactive subscriptions in one place.
- Cancel: Select a subscription → click Cancel → confirm to finalize cancellation.
- Filter: Narrow results by source, status, or date range.
Note: If the subscription is tied to a course or community, access is revoked immediately after cancellation is confirmed.
Step 3: View & Download Invoices
Use the Invoices tab to review billing history and download receipts for accounting or expense tracking.
- Open the Invoices tab.
- Click an invoice to view details.
- Use download to save a copy for your records.
Step 4: Manage Saved Cards
The Cards section helps keep payment methods up to date so subscriptions don’t fail.
- View cards: See saved payment methods used for subscriptions.
- Delete cards: Remove old cards (you may see a warning if a card is linked to an active subscription).
- Update cards: Use the secure payment/update link when prompted to safely change details.
Admin Permissions
If you’re the portal owner/admin, you can control who can access Subscription Management. This is useful when multiple users share an account or when you want billing visible only to decision-makers.
Tip: If a user can’t find Billing & Subscription, check app permissions first before troubleshooting logins.
Want a portal your clients actually use?
When subscriptions, invoices, and access live in one place, clients stay self-serve—and your support load drops.
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Frequently Asked Questions
How do I cancel a subscription?
Open Billing & Subscription, select the subscription, click Cancel, and confirm the action.
Can I access past invoices?
Yes—use the Invoices tab to view and download billing history.
How do I filter subscriptions?
Use the filters at the top (source, status, date range) to narrow the list.
Can admins revoke access to Subscription Management?
Yes—admins can restrict Subscription Management using app permissions for specific users.
What happens if I cancel a course or community subscription?
Access to the course or community is revoked immediately once cancellation is confirmed.
One Place for Subscriptions, Invoices, and Cards
Subscription Management helps clients stay in control of billing—while you stay in control of who can access those settings.
Fewer billing questions. Cleaner experience.
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