Knowledge BaseSubscriptionsPayments
Guide

Managing Payments

The Payments section allows administrators to view and monitor all customer payment transactions. It provides a complete payment history, including subscription purchases, payment methods, transaction IDs, pricing, and payment status, making it easy to track billing activities across the platform.

Managing Payments Overview

The Payments page displays a detailed list of all subscription payments made by customers. Administrators can filter payment records by customer, review transaction details, verify payment status, and access payment receipts or invoices when required.

Payment Records

The payment table provides complete information about every subscription transaction.

Available Information

Each payment record includes:

Payment Date
Customer Name
Email Address
Subscription Plan
Payment Method
Transaction ID
Final Price
Payment Status
Available Actions

This information helps administrators verify successful payments and maintain accurate financial records.

Filter Payments by Customer

Use the Select Customer dropdown to display payment records for a specific customer.

To Filter Payments

Click the Select Customer dropdown.
Choose the desired customer.
The payment list will automatically display transactions associated with the selected customer.

Filtering records simplifies payment tracking for individual customers.

Payment Methods

The Mode column identifies the payment method used to purchase the subscription.

Common Payment Methods

PayPal
Free (for trial or lifetime promotional plans)
Other supported payment gateways

This allows administrators to identify how each transaction was processed.

Transaction Details

Each payment includes a unique Transaction ID, which serves as a reference for payment verification.

Benefits

Verify successful transactions.
Resolve billing inquiries.
Match payments with external payment gateways.
Maintain accurate financial records.

Payment Status

The Status column displays the current state of each transaction.

Common Status Values

Completed – Payment has been successfully processed.
Pending – Payment is awaiting confirmation.
Failed – Payment could not be completed.
Cancelled – Payment was cancelled before completion.

Monitoring payment status helps ensure accurate subscription activation and billing management.

Viewing Payment Details

The Action column provides an option to view additional payment information, such as transaction details or payment receipts.

Typical Information Available

Transaction reference
Customer details
Purchased subscription plan
Payment amount
Payment confirmation

Downloading Payment Invoice

The Action column allows administrators to download the payment invoice for each completed transaction in PDF format.

To Download a Payment Invoice

Locate the required payment record.
Click the PDF icon in the Action column.
The payment invoice will be generated and downloaded automatically.

Invoice Details

The downloaded PDF invoice typically includes:

Customer Name
Subscription Plan
Payment Date
Payment Method
Transaction ID
Invoice Number (if applicable)
Total Amount Paid
Payment Status

Downloading invoices helps maintain payment records, simplifies billing verification, and provides customers with an official receipt for their subscription purchase.

Pagination and Record Display

The Payments page supports pagination for efficient navigation through large numbers of payment records.

Features

Browse payment history across multiple pages.
Select the number of records displayed per page.
Navigate quickly using pagination controls.

Best Practices

Regularly review payment records to ensure billing accuracy.
Verify completed payments before activating customer subscriptions.
Use transaction IDs when resolving payment-related issues.
Monitor failed or pending payments to prevent service interruptions.
Keep payment records organized for auditing and reporting purposes.