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Subscriptions Tab – Overview & Management
Create, schedule, pause, and manage subscriptions in one place. Track statuses, handle failed payments, send update-payment links, and export detailed CSVs for reporting.
Keeping Recurring Revenue Organized and Under Control
As subscriptions grow, it becomes harder to track billing cycles, payment status, and customer activity across different plans.
The Subscriptions tab gives you a centralized view to create, manage, pause, and monitor recurring payments in one place.
Without a clear system, failed payments, missed updates, or incorrect billing schedules can quickly create confusion and lost revenue.
This guide will walk you through how to manage subscriptions so you can keep billing organized and reduce manual follow-up.
To begin, review how to access the Subscriptions tab and what information is displayed for each subscription.
Access & What You’ll See
- Go to Payments → Subscriptions.
- Each row typically shows key details like provider, subscription ID, customer, source, created date, amount, and status.
Follow along: Open the Subscriptions list first—then use the quick actions menu on a subscription row to pause/resume, send update links, or view details.
Create & Schedule Subscriptions
You can create subscriptions directly from the Subscriptions tab (or from a contact record).
- Click Add Subscription.
- Select the customer and the product.
- Choose a Billing Date to start now or schedule for the future.
- Use a card on file or add a new payment method.
- Save to create the subscription.
Alternate path: Some accounts can also create subscriptions from Contacts → Contact Details → Payments → Actions → Create Subscription.
Pause & Resume
Pausing is useful when a customer needs a temporary hold without fully canceling.
- Pause from the list quick menu or within subscription details.
- Choose indefinite (resume manually) or definite (resume on a set date).
- Pause-related fields (Paused Date, Resume Date, etc.) can appear in CSV exports.
Note: Depending on your setup, invoices may still generate on due dates even while paused and may be set to draft or void.
Subscription Statuses
- Pending: First charge didn’t complete or is held for review.
- Trial: Subscription is currently in a trial period.
- Active: Last payment succeeded and another is upcoming.
- Paused: Temporarily halted.
- Unpaid: Last payment failed; retry logic/settings may apply.
- Expired: All scheduled payments completed.
- Canceled: Merchant canceled; no more payments.
Cancellation availability: In some setups, cancellation from this tab is currently supported for subscriptions created via Authorize.net and NMI. Stripe/PayPal cancellation from here may vary by rollout and updates.
Failed Payment Retries & Settings
Configure how BizStackPro retries failed subscription payments and what happens after all retries are used.
- Go to Payments → Settings → Subscription.
- Select up to three retries.
- Choose retry gaps such as 1, 3, 5, or 7 days (when available).
- Pick the final action: keep Unpaid or move to Cancelled.
- Save settings (these may apply to new and existing subscriptions depending on provider behavior).
Tip: Pair retry settings with an “Update Payment Method” message so customers can fix payment issues before the next retry.
Send Update-Payment Link
When a payment fails (or before it fails), send customers a secure link to update their payment method.
- Use the list row quick actions, or open the subscription and use the Actions section.
- Send the Update Payment Method link by email or SMS (based on your workflow).
CSV Export Details
Export subscriptions to CSV for reporting, reconciliation, or team reviews. Exports may include:
- Start/end dates and trial details
- Payment method, currency, subtotal, discounts, taxes
- Coupon codes (when used)
- Line-item data (quantity, price)
- Pause-related fields (Paused Date, Resume Date, etc.)
Provider Sync Notes
Provider syncing can vary depending on where the subscription was created.
- Stripe: Status and payments typically sync automatically.
- PayPal: PayPal-originated subscriptions may not sync upcoming payment schedules—create an entry here to track manually when needed.
Want fewer failed payments and less subscription admin?
The Subscriptions tab + retries + update-payment links help you protect recurring revenue while keeping customers in control of their payment methods.
Opens in a new tab.
Frequently Asked Questions
How do I create a new subscription?
Go to Payments → Subscriptions → Add Subscription, then select the customer, product, and billing date.
Can I cancel subscriptions here?
In some setups, yes—especially for subscriptions created via Authorize.net or NMI. Availability may vary by provider and updates.
What does Unpaid mean?
Unpaid means the last payment failed. Retry logic can run based on your subscription settings, and successful future payments can return the subscription to Active.
How do I let customers update their payment method?
Use the subscription quick actions or the subscription Actions menu to send an Update Payment Method link.
Will Stripe and PayPal stay in sync?
Stripe typically syncs status and payments. PayPal-originated subscriptions may not sync upcoming schedules—track them by adding an entry when needed.
Can I pause subscriptions?
Yes—pause indefinitely or until a resume date (depending on your options). Pause fields may be included in exports.
Manage Subscriptions Like a System (Not a Spreadsheet)
Schedule subscriptions, pause when needed, reduce failures with retries, and send update-payment links before churn becomes a problem. Export clean CSVs to keep accounting and reporting tight.
More retention. Less manual work.
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