Manage Subscriptions: View and Search Client Subscriptions
A subscription is a paid period on a client’s membership. It is created automatically when a membership or renewal invoice is paid, and it has a start date, an end date, a price, and an invoice number. The plan’s credits are granted along with it. Each client has one membership and can have multiple subscriptions on it.
This guide explains how to view Clients’ subscriptions in Manage Subscriptions, how to search and filter them, how to view subscription details, and where subscriptions appear on the client page and the invoice.
Article contents
View the subscriptions list
- From the main menu, click Memberships, then Manage Subscriptions.
- All subscriptions appear, newest first.
| Column | Content |
|---|---|
| ID | The subscription number. |
| Client Information | The client’s name and number. |
| Package | The subscription plan. |
| Start Date and End Date | The subscription period. |
| Invoice Number | The subscription invoice. |
| Amount | The subscription price. |
Next to each subscription, you can click View or Delete. You can’t add or edit a subscription from this screen; a subscription is created only when an invoice is paid.
Search and filter
| Filter | Usage |
|---|---|
| Client | The subscriptions of a specific client. |
| Packages | Subscriptions to a specific package. |
| Start Date From / To | Subscriptions that started within a period, such as this month’s subscriptions. |
| End Date From / To | Subscriptions that end within a period, to keep track of upcoming renewals. |
You can also sort by Client Name (alphabetical) or Creation Date.
Example
View Subscription Details
Click the subscription or View, and the Membership Subscription page appears. It shows the Client with a View Profile link, the Package, the Start Date and End Date, the Subscription Value, the Invoice Number, and the Invoice Date. From this page, you can Delete the subscription.
Where Else Do Subscriptions Appear?
| Location | What Appears |
|---|---|
| Client page > Membership tab | The Client’s membership and its subscriptions. |
| Invoice page > Membership Subscriptions tab | The subscriptions created from the invoice, with View All. |
| Membership Subscription Report | Subscriptions within a period, with totals. |
Important Notes
- A subscription is created when the invoice is paid in full or in part. It is not created from a draft invoice or an invoice that has a return.
- The subscription end date may appear extended by the days of suspension periods added to the membership.
- A subscription that appears in the list does not mean the membership is active; check the membership status in Manage Memberships.
Frequently Asked Questions
I added a membership, but no subscription appears for it. Why?
Because the subscription is created after the invoice is paid.
Can I edit a subscription’s dates?
No. Edit the membership end date from Manage Memberships, or delete the subscription and create a new renewal invoice.
How do I find the subscriptions that are ending soon?
Filter by End Date, or use the expired memberships report.