Skip to content
Client Portal

Subscription Management in Client Portal

1. Control for Subscriptions in Client Portal With the Subscription Management feature, you can manage all your subscriptions, invoices, and transactions…

2 min read351 words3 explained imagesUpdated Thu, 19 Sep, 2024 at 3:59 PM
View as markdownOpen in ClaudeOpen in ChatGPT
Each image has a one line explanation. Switch to full detail for the step it belongs to, the fields and buttons involved, examples and the whole procedure.

Video 1 Open in a new tab

1. Control for Subscriptions in Client Portal

With the Subscription Management feature, you can manage all your subscriptions, invoices, and transactions from a single, convenient location. Whether you need to cancel a subscription, review details, or filter through your subscriptions, everything is now just a click away.

2. Cancel Subscriptions with Ease

Easily cancel any subscription directly from the management page. No more navigating through multiple screens – this feature is streamlined for your convenience.

3. Comprehensive Invoice Management

You can now view and download your invoices at any time. Whether you need to check billing details, review payment history, or look at transaction summaries, you have full access and control over your financial records.

4. Advanced Filtering Options

Quickly find subscriptions and transactions using advanced filtering options. You can filter by source, status, or a specific date range, helping you stay organized and providing a clear overview of your billing history.

5. Revamped Settings Page with Enhanced UI Design

We’ve refreshed the settings page with a more user-friendly design. Enjoy improved accessibility and a cleaner interface that makes managing your account simpler than ever.

6. Access Revoke for Admins

If you’re an admin and prefer that your users do not access the Subscription Management feature, you can easily revoke this access through the app permissions.

How to Use the Subscription Management Feature

Accessing Subscription Management

  1. Log in to your Client Portal.
  2. Click on Profile on top right 
  3. Select Account Settings > go to Billing & Subscription
    Step 3 of 3: Select Account Settings > go to Billing & Subscription What this shows Step 3 of 3: Select Account Settings > go to Billing & Subscription What this shows Shows what to choose for step 3 of 3 in "Subscription Management in Client Portal". This screenshot accompanies step 3 of 3 in "Subscription Management in Client Portal". At this point in the walkthrough you select Account Settings > go to Billing & Subscription. Step 3 of 3Image 1 of 3 What to chooseSelect Account Settings > go to Billing & Subscription
    Buttons and menus referenced 2. Cancel Subscriptions with Ease3. Comprehensive Invoice Management4. Advanced Filtering Options6. Access Revoke for AdminsAccessing Subscription ManagementManaging SubscriptionsView SubscriptionsCancel a SubscriptionFilter SubscriptionsManaging InvoicesView InvoicesDownload Invoices
    All 3 steps in this procedure
    1. Log in to your Client Portal.
    2. Click on Profile on top right
    3. Select Account Settings > go to Billing & Subscription this image

Managing Subscriptions

  1. View Subscriptions: See all active and inactive subscriptions in one place.
  2. Cancel a Subscription: Click on the subscription you wish to cancel, then select the "Cancel" option. Confirm your action, and the subscription will be canceled.
    Access to respective subscription will be lost as soon as it is cancelled.
  3. Filter Subscriptions: Use the filtering options at the top of the page to sort subscriptions by source, status, or date.
    Step 3 of 3: Filter Subscriptions: Use the filtering options at the top of the page… What this shows Step 3 of 3: Filter Subscriptions: Use the filtering options at the top of the page to sort subscriptions by source, status, or date. What this shows Shows what this covers for step 3 of 3 in "Subscription Management in Client Portal". This screenshot accompanies step 3 of 3 in "Subscription Management in Client Portal". At this point in the walkthrough you filter Subscriptions: Use the filtering options at the top of the page to sort subscriptions by source, status, or date. Step 3 of 3Image 2 of 3 What this coversFilter Subscriptions: Use the filtering options at the top of the page to sort subscriptions by source, status, or date.
    Buttons and menus referenced Filter Subscriptions2. Cancel Subscriptions with Ease3. Comprehensive Invoice Management4. Advanced Filtering Options6. Access Revoke for AdminsAccessing Subscription ManagementManaging SubscriptionsView SubscriptionsCancel a SubscriptionManaging InvoicesView InvoicesDownload Invoices
    All 3 steps in this procedure
    1. View Subscriptions: See all active and inactive subscriptions in one place.
    2. Cancel a Subscription: Click on the subscription you wish to cancel, then select the "Cancel" option. Confirm your action, and the subscription will be canceled. Access to respective subscription will be lost as soon as it is cancelled.
    3. Filter Subscriptions: Use the filtering options at the top of the page to sort subscriptions by source, status, or date. this image

Managing Invoices

  1. View Invoices: Access the Invoices tab to see all your past and current invoices.
  2. Download Invoices: Click on any invoice to download it for your records.
Figure 3 What this shows View Invoices: Access the Invoices tab to see all your past and current invoices. What this shows Illustrates "Subscription Management in Client Portal". This screenshot appears in "Subscription Management in Client Portal". The text alongside this image reads: View Invoices: Access the Invoices tab to see all your past and current invoices. Download Invoices: Click on any invoice to download it for your records. Image 3 of 3 What to clickView Invoices: Access the Invoices tab to see all your past and current invoices. Download Invoices: Click on any invoice to download it for your records.
Buttons and menus referenced 2. Cancel Subscriptions with Ease3. Comprehensive Invoice Management4. Advanced Filtering Options6. Access Revoke for AdminsAccessing Subscription ManagementManaging SubscriptionsView SubscriptionsCancel a SubscriptionFilter SubscriptionsManaging InvoicesView InvoicesDownload Invoices
All 3 steps in this procedure
  1. Log in to your Client Portal.
  2. Click on Profile on top right
  3. Select Account Settings > go to Billing & Subscription

Was this guide helpful?

Related guides

How can my customers use the Client Portal?5 min read · 9 imagesHow to set up the Client Portal?12 min read · 17 imagesClient Portal Dashboard2 min read · 5 imagesClient Portal SSO Magic Links: Enable One-Click Access to Client Apps5 min read · 18 images