Subscriptions require Stripe Connect to be active on your account. Connect Stripe at Payments → Payment Integrations.
Subscriptions overview
The subscriptions dashboard lists all recurring billing relationships with key details:| Column | Description |
|---|---|
| Provider | The payment gateway processing this subscription |
| Customer name | The subscriber’s name and contact link |
| Source | The funnel or website where the subscription was created |
| Created | Date and time the subscription started |
| Amount | Recurring charge amount |
| Status | Trial, Active, Overdue, Unpaid, Canceled, Failed, Incomplete, or Expired |
Dashboard filters
- Date range — filter by a calendar period using “from” and “to” dates
- Search — find a subscription by customer name
- Filters — filter by status, payment mode (live or test), or source type
- Download — click the download icon to export your subscription list to your email as a CSV
Creating a subscription
Create a recurring product
First, ensure you have a recurring product set up in Payments → Products. Set the billing interval (monthly, annual, etc.) and price.
Add a trial period (optional)
Toggle on a trial period and enter the number of days. The first charge will not occur until the trial ends.
Cancelling vs. pausing a subscription
Both options stop future charges, but they work differently:| Cancel | Pause | |
|---|---|---|
| What happens | Ends the subscription permanently | Temporarily suspends billing |
| Customer access | Depends on your cancellation settings | Maintained during the pause |
| Reactivation | Requires creating a new subscription | Resume with a click |
| Best for | Customer churn, end of service | Temporary leave, billing disputes |
Cancelling a subscription
Cancel
Click the three-dot menu and select Cancel. Choose whether to cancel immediately or at the end of the current billing period.
Pausing a subscription
Viewing subscription details
Click the three-dot menu next to any subscription and select View Subscription to open the full detail page. This page shows:
- Subscription ID — unique identifier
- Created — the subscription start date and time
- Total amount — recurring charge
- Payment history — total payments made, upcoming payment dates, and billing start date
- Payment provider — provider name, ID, and account ID
- Payment details — connected card and expiry date
- Customer information — name and email (click the URL arrow to open the contact card)
- Source — internal order ID, source type, funnel or website name, step ID, and page ID
- Products — all subscribed products with price, quantity, and billing frequency
- Transactions — a history of all charges with provider ID, date, amount, and status
- Invoices — any invoices generated for this subscription
Subscription actions
From the Actions menu within the subscription details page:| Action | Description |
|---|---|
| Update trial period | Extend the trial if the customer needs more time |
| Pause subscription | Temporarily stop billing without cancelling |
| Resume subscription | Restart a paused subscription |
| Cancel subscription | End future billing permanently |
| Update subscription | Change the end date or add/remove products |
| Share payment update link | Let the customer update their payment method |
Modifying an existing subscription
Open Update Subscription
Click the three-dot menu next to the subscription (or use the Actions menu in the detail view) and select Update Subscription.
Add or remove products
Click the plus icon to add a new product, or the trash icon to remove one. All products in a subscription must share the same billing frequency and currency.
Changes only affect future billing cycles. Past transactions remain unchanged. Only subscriptions with Active, Scheduled, or Trialing status can be modified.
Sharing a payment update link
When a customer’s payment method has expired or needs to be updated, send them a secure link to update their card without cancelling the subscription.Open Share Payment Update Link
Click the three-dot menu next to the subscription and select Share Payment Update Link.
Send automatically via email
Click Send email to automatically send a temporary link to the customer’s email address.
Or copy and share manually
Click Copy to copy the link and send it through any channel (SMS, chat, email).
Refunding a subscription charge
Subscription charge refunds are handled through Payments → Transactions, not from the Subscriptions tab directly.Find the charge in Transactions
Go to Payments → Transactions and search for the customer name or filter by date to locate the specific subscription charge to refund.
Choose full or partial refund
Leave the amount as-is for a full refund, or edit it for a partial refund.
Refunding a subscription charge does not automatically cancel the subscription. Cancel the subscription separately from the Subscriptions tab if you do not want future charges to occur.
Subscription coupon codes
Apply a coupon to give a subscriber a discounted rate — either for a fixed number of billing cycles, a set duration, or permanently. See Coupons for instructions on creating subscription-compatible coupon codes.Subscription settings
Global subscription behavior is configured at Payments → Payment Settings → Subscription Settings, including:- Failed payment retry logic and intervals
- What happens to customer access when payment fails
- Cancellation behavior (immediate vs. end of period)
Frequently asked questions
Can a customer manage their own subscription?
Can a customer manage their own subscription?
Customers can update their payment method and cancel their subscription through the customer portal (if enabled). Configure the portal at Sites → Client Portal.
What happens when a subscription payment fails?
What happens when a subscription payment fails?
The system retries the charge according to your retry settings. Both the customer and account user are notified by email. If all retries fail, the subscription status changes to Past due.
Can I offer a free trial on a subscription?
Can I offer a free trial on a subscription?
Yes. When creating a subscription or recurring product, enable the trial period and set the number of days. The first charge is deferred until the trial ends.
Can I upgrade or downgrade a customer's plan?
Can I upgrade or downgrade a customer's plan?
Yes. Use the Modify subscription option to change the product and price. Stripe handles proration automatically if you change mid-cycle.
Can I apply a discount after a subscription is already active?
Can I apply a discount after a subscription is already active?
Yes. Open the subscription, click Edit, and apply a coupon code to adjust the billing amount going forward.
How do I refund a subscription payment?
How do I refund a subscription payment?
Go to Payments → Transactions, find the specific charge, click the three-dot menu, and select Refund. You can issue a full or partial refund. Note that refunding does not automatically cancel the subscription — cancel it separately if needed.
What subscription statuses are possible?
What subscription statuses are possible?
Subscriptions can be in one of these states: Trial (within a free trial period), Active (billing normally), Overdue (payment attempted but failed, still retrying), Unpaid (all retries exhausted, billing suspended), Canceled (ended permanently), Failed (initial payment failed), Incomplete (requires customer action to complete setup), or Expired (reached its end date).
Can I set an end date for a subscription?
Can I set an end date for a subscription?
Yes. Use Update Subscription and set an End Date. The subscription will automatically stop billing on that date without requiring manual cancellation.