Subscription orders in ClickFunnels allow you to manage ongoing subscriptions for your customers. The Subscriptions section allows you to view subscription details, update payment methods, and manage invoices. This article provides clear steps to help you manage subscription orders efficiently.
Requirements
An active ClickFunnels account
Viewing Subscription Order Details
Navigate to Customers in the sidebar menu, then click Subscriptions.
In the Orders dashboard, find the order you want to view and click the Order Number to open the order details page.
To learn about creating manual orders, check our How to Create and Manage Orders.
Managing Subscription Orders
The subscription order detail page provides tools to manage both the subscription and the overall order. The actions available depend on the order’s status, fulfillment, and billing conditions.
Manage Subscription
The Manage Subscription menu includes options to modify the subscription settings:
Pause Subscription: Temporarily stops billing and fulfillment. Access will remain paused until the subscription is resumed. When selected, you'll be prompted to:
Enter a Description (optional).
Set the Effective Time (when the pause begins).
Set the End Time (when the pause ends and billing resumes).
Click Create pause to confirm the pause.
Cancel Subscription: Ends the subscription and stops future payments and access. When selected, you can:
Choose Next Renewal to cancel at the end of the billing period.
Choose Now to cancel immediately.
Optionally select Prorate to refund the unused portion of the current cycle.
Select a Reason for Cancellation.
Add a Cancellation Description (optional).
Click Save to confirm.
Update Renewal: Adjusts the next renewal date for the subscription, allowing changes to the billing cycle. This does not prorate the current charge. When selected, you can:
Set the renewal date to Today
Set a Due Date to schedule a future billing date.
Click Update to confirm or Cancel to exit without changes.
Manage Order
The Manage Order menu includes options to make adjustments to the overall order:
Send Invoice: Sends the invoice to the customer via email. You can customize the subject and message before sending.
Discounts: Adds or adjusts discounts for the order. Select the desired discount option from the menu. Refer to the Creating and Managing Discounts in ClickFunnels article.
Shipping Options: Edits or adds shipping charges to the order. You can choose predefined rates or set a custom shipping value. Learn more about How to Create and Manage Shipping Profiles.
Delete Order: Deletes the order permanently. This option is only available for orders with a Pending status.
Pay Invoice
If the order is unpaid or has an outstanding invoice, the Pay Invoice button becomes available.
Click Pay Invoice.
Confirm the invoice details, including the amount.
Select a payment method:
Saved Payment Methods: Use an existing card already saved to the contact.
Credit Card: Manually enter a new card (only visible if admin credit card entry is enabled).
Mark as Paid: Use this option if the customer already paid through an external method.
Send Invoice Email: Send the customer an email with a payment link so they can complete the transaction themselves.
IMPORTANT
If you don’t see the Credit Card option listed, your workspace may have disabled admin credit card entry. This is controlled by the “Allow User Credit Card Entry” setting in your workspace settings.
To learn how to check or update this setting, see “Allow User Credit Card Entry” section in the How to Manage Workspace Settings article.
Enter the payment amount.
Click Pay $[Amount] to complete the payment. Once processed, the order status will update to Paid.
Managing Subscription Plans
The Plan section on the subscription order page allows you to review and manage subscription details for future billing. You can also issue the invoice early if needed.
Review Plan Details
In the Plan section, you'll see the current subscription product, including its name, pricing structure, and billing frequency.
Edit Plan Details
Click the gear icon next to the plan to open the Edit Plan window. From here, you can:
Change the Variant (if multiple options exist).
Edit Price and Quantity.
Set the Effective time:
Now: Apply changes immediately.
End of billing period: Schedule the change for the next cycle.
Custom: Select a specific time and date.
Choose whether to Pay invoice now when applying the change.
Click Update to apply changes or Discard to cancel.
Early pay for upcoming invoice (Optional)
If the Early Pay button is available, you can generate and issue the invoice ahead of schedule. Clicking Early Pay opens a window where you can:
Leave original time (keep the current due date).
Change due time to now.
Select a custom due date/time.
Click Issue to generate the invoice immediately.
Managing Payment Transactions
The Payments section on the subscription order page provides a detailed record of all payments associated with the order. You can view payment information or process refunds when needed.
Steps to Manage Payments
View Payment Details:
Locate the payment in the Payments section.
The table displays the payment Result, Type, Amount, Payment Method, and the date it was created.
To view more details, click the three dots icon next to the payment and select View.
Refund a Payment (if applicable):
Click the three dots icon next to the payment you want to refund.
Select Refund from the dropdown menu.
In the Refund Payment pop-up, enter the refund amount. You can issue a full or partial refund based on the available balance.
Optionally, add a reason for the refund in the text field provided.
Review the details, then click Refund $[Amount] to process the refund.
Once the refund is complete, it will appear in the Payments section with updated details.
Managing Invoices
The Invoices section on the subscription order page provides a record of all invoices associated with the order. You can view details, manage payments, or take additional actions based on the invoice status.
To manage an invoice, click the Three dots icon next to it and select one of the available options:
Pay: Process payment for an unpaid invoice.
View: Open and review invoice details.
Send: Email the invoice to the customer.
Download: Save a PDF copy of the invoice.
Reissue: Regenerate the invoice with updated details.
Abandon: Cancel the invoice (only available for unpaid invoices).
For more detailed steps, refer to the How to Manage Invoices article.
Assign affiliate commissions
Click Assign Affiliate in the Commissions section to assign an affiliate to the order.
For detailed instructions on managing affiliate commissions, refer to the How to View and Manage Affiliate Commissions article.
Order Timeline
The Order Timeline section provides a chronological log of all activities related to the subscription order. This includes invoice generation, payment status updates, subscription renewals, and other key events.
How to Use the Order Timeline
Review Order Events:
Scroll through the timeline to view a detailed history of events, such as:
Invoice issuance and updates (e.g., marked as paid, past due).
Subscription renewals or cancellations.
Payment actions recorded by the system.
Add Internal Notes:
Use the text box at the top of the timeline to write a note.
Click Post to save the note.
Notes are internal and can help track additional information or communication regarding the order.
Managing Customer and Subscription Details
The right-hand section of the subscription order page provides tools and information for managing customer details, subscription settings, and additional order actions.
Customer Information
Name and Contact Information: Displays the customer's name, email, and the total number of orders they’ve placed.
Start Date: The date the subscription began.
Current Period: Shows the start and end dates of the current billing cycle.
Renewal Date: Indicates when the subscription will renew next.
Total Paid: The total amount the customer has paid for the subscription so far.
Autopay Method
Payment Method: Displays the saved payment method (e.g., credit card or PayPal) and its expiration date.
Change Payment Method:
If the customer has added multiple payment methods in their Customer Center, you can select one of these existing methods for autopay. If your workspace has enabled the Allow User Credit Card Entry setting, admins can also add a new credit card during this process.Click Change next to the autopay method.
Choose a payment method from the list of options, or click Add New Card to enter a new credit card.
Save the changes to update the autopay settings for future payments.
Helpful Resources
Shipping Address
Displays the customer’s shipping address.
Click Edit to update the address if necessary.
Billing Address
Shows the current billing address.
Click Edit to modify the information.
Order Tags
Use Order Tags to categorize and organize the order.
Click Add to create new tags or assign existing tags to the order.
Tags can help you track orders by category, priority, or any other custom labels you choose.
Notes
The Notes section allows you to add internal comments related to the order:
Click Add to write a new note.
Notes are visible only to team members and can be used to document special instructions, customer requests, or order history.
Upcoming Invoices
This section displays the next scheduled invoice for the subscription:
Date: Shows when the next invoice will be processed.
Amount: Displays the total charge for the upcoming invoice.