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
An existing subscription order
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.
Cancel Subscription: Ends the subscription immediately, stopping future payments and access.
Update Renewal: Adjusts the next renewal date for the subscription, allowing changes to the billing cycle.
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.
Shipping Options: Edits or adds shipping charges to the order. You can choose predefined rates or set a custom shipping value.
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
Credit Card
Mark as Paid (if the payment was made offline).
Enter the payment amount.
Click Pay $[Amount] to complete the payment. Once processed, the order status will update to Paid.
Managing the Next Invoice
The Next Invoice section on the subscription order page allows you to view and manage details for the upcoming billing cycle. Follow these steps to manage the next invoice:
View Invoice Details:
Check the Upcoming status to see the billing date and time.
Review the included items, their quantities, unit prices, and billing frequency.
Make Adjustments (if needed):
Edit Items: Click the settings icon (⚙️) next to a product to update the quantity or pricing before the invoice is processed.
Apply Discounts: Click on Discount in the order summary to apply or adjust a discount to the invoice. For more information, refer to the Creating and Managing Discounts in ClickFunnels article.
Change Shipping: Click on Shipping to update shipping charges for the order. Learn more about How to Create and Manage Shipping Profiles.
Pay Early (Optional):
If the Early Pay button is available, you can process the payment before the scheduled date.
Review Total Charges:
Verify the subtotal, discounts, shipping, and taxes to ensure the total amount is accurate.
Managing Payments
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.Click Change next to the autopay method.
Choose a payment method from the list of options.
Save the changes to update the autopay settings for future payments.
Note
Customers must first add or update their payment methods in their Customer Center. For more details on how customers manage payment methods, refer to the Customer Center - Understanding User View article.
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.