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 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
   
   
   

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.
   
   
   

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.