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The Subscriptions section gives you a complete view of every active and historical recurring billing relationship in your account. You can create new subscriptions, adjust billing amounts, pause or cancel existing ones, and monitor subscription health — all without leaving the platform. Navigate to Payments → Subscriptions to get started.
Subscriptions require Stripe Connect to be active on your account. Connect Stripe at Payments → Payment Integrations.

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Subscriptions overview

The subscriptions dashboard lists all recurring billing relationships with key details:
ColumnDescription
ProviderThe payment gateway processing this subscription
Customer nameThe subscriber’s name and contact link
SourceThe funnel or website where the subscription was created
CreatedDate and time the subscription started
AmountRecurring charge amount
StatusTrial, Active, Overdue, Unpaid, Canceled, Failed, Incomplete, or Expired

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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

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Creating a subscription

1

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.
2

Start a new subscription

Go to Payments → Subscriptions and click + New Subscription.
3

Select the contact

Search for and select the contact who will be subscribed.
4

Choose the product

Select the recurring product from your catalog.
5

Set the payment method

Choose from the contact’s saved cards or enter a new card number.
6

Set the start date

Choose when billing begins — immediately, or on a future date.
7

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.
8

Save

Click Create subscription. The customer is charged on the first billing date and then automatically on each subsequent interval.

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Cancelling vs. pausing a subscription

Both options stop future charges, but they work differently:
CancelPause
What happensEnds the subscription permanentlyTemporarily suspends billing
Customer accessDepends on your cancellation settingsMaintained during the pause
ReactivationRequires creating a new subscriptionResume with a click
Best forCustomer churn, end of serviceTemporary leave, billing disputes

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Cancelling a subscription

1

Find the subscription

Go to Payments → Subscriptions and locate the subscription.
2

Cancel

Click the three-dot menu and select Cancel. Choose whether to cancel immediately or at the end of the current billing period.
3

Confirm

The subscription status changes to Cancelled. No further charges are made.

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Pausing a subscription

1

Find the subscription

Go to Payments → Subscriptions and locate the subscription.
2

Pause

Click the three-dot menu and select Pause. Set a resume date or leave it open-ended.
3

Resume

When ready to restart billing, open the subscription and click Resume. Billing picks up from where it left off.

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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:
  1. Subscription ID — unique identifier
  2. Created — the subscription start date and time
  3. Total amount — recurring charge
  4. Payment history — total payments made, upcoming payment dates, and billing start date
  5. Payment provider — provider name, ID, and account ID
  6. Payment details — connected card and expiry date
  7. Customer information — name and email (click the URL arrow to open the contact card)
  8. Source — internal order ID, source type, funnel or website name, step ID, and page ID
  9. Products — all subscribed products with price, quantity, and billing frequency
  10. Transactions — a history of all charges with provider ID, date, amount, and status
  11. Invoices — any invoices generated for this subscription

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Subscription actions

From the Actions menu within the subscription details page:
ActionDescription
Update trial periodExtend the trial if the customer needs more time
Pause subscriptionTemporarily stop billing without cancelling
Resume subscriptionRestart a paused subscription
Cancel subscriptionEnd future billing permanently
Update subscriptionChange the end date or add/remove products
Share payment update linkLet the customer update their payment method

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Modifying an existing subscription

1

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.
2

Modify the end date

Adjust the End Date to change when billing stops.
3

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.
4

Update quantities

Overwrite the quantity field to adjust the count for any item.
5

Save

Click Update Subscription in the upper-right corner. All changes are logged in the Subscription Details page for auditing.
Changes only affect future billing cycles. Past transactions remain unchanged. Only subscriptions with Active, Scheduled, or Trialing status can be modified.
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.
1

Open Share Payment Update Link

Click the three-dot menu next to the subscription and select Share Payment Update Link.
2

Send automatically via email

Click Send email to automatically send a temporary link to the customer’s email address.
3

Or copy and share manually

Click Copy to copy the link and send it through any channel (SMS, chat, email).
4

Deactivate old links if needed

Click the deactivate option to invalidate any previously shared links for this subscription.

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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.

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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)

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Frequently asked questions

Customers can update their payment method and cancel their subscription through the customer portal (if enabled). Configure the portal at Sites → Client Portal.
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.
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.
Yes. Use the Modify subscription option to change the product and price. Stripe handles proration automatically if you change mid-cycle.
Yes. Open the subscription, click Edit, and apply a coupon code to adjust the billing amount going forward.
Last modified on March 4, 2026