--- title: "How to Manage Subscription Orders" slug: "how-to-manage-subscription-orders" description: "Learn how to manage subscription orders in ClickFunnels, including updating customer details, adjusting payments, managing invoices, tracking order activity, and handling subscription-specific settings." tags: ["orders", "subscription orders"] updated: 2025-05-08T12:39:39Z published: 2025-05-08T12:39:39Z canonical: "support.myclickfunnels.com/how-to-manage-subscription-orders" --- > ## Documentation Index > Fetch the complete documentation index at: https://support.myclickfunnels.com/llms.txt > Use this file to discover all available pages before exploring further. # How to Manage Subscription Orders 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. ![](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/image-2SC9VIEV.png) --- ## Requirements - An active ClickFunnels account - [A subscription product created in the Products section](/v1/docs/products-how-to-create-and-manage-products) - [A payment method integrated within the workspace](/v1/docs/getting-started-setting-up-payments-in-clickfunnels) --- ## Viewing Subscription Order Details 1. Navigate to **Customers** in the sidebar menu, then click **Subscriptions**. ![](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/image-XST1LLFB.png) 2. 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](/v1/docs/orders-how-to-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. ![](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/image-WJQDZM1Q.png) #### **Manage Subscription** The **Manage Subscription** menu includes options to modify the subscription settings: ![](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/image-SCLPU422.png) - **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: ![](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/image-G87M61Q8.png) - **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](/v1/docs/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](/v1/docs/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. 1. Click **Pay Invoice**. 2. Confirm the invoice details, including the amount. 3. 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. ![](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/image-IJJOXE3B.png) > [!WARNING] > 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](/v1/docs/how-to-manage-workspace-settings) article. 4. Enter the payment amount. 5. 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. 1. **Review Plan Details** - In the **Plan** section, you'll see the current subscription product, including its name, pricing structure, and billing frequency. ![](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/image-52C81179.png) 2. **Edit Plan Details** Click the **gear icon** next to the plan to open the **Edit Plan** window. From here, you can: ![](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/image-JW2JY198.png) - **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. 3. **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: ![](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/image-YFH6ACBV.png) - 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** 1. **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**. 2. **Refund a Payment** (if applicable): 1. Click the **three dots** icon next to the payment you want to refund. 2. Select **Refund** from the dropdown menu. ![](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/image-2EXQMZN3.png) 3. In the **Refund Payment** pop-up, enter the refund amount. You can issue a full or partial refund based on the available balance. 4. Optionally, add a reason for the refund in the text field provided. 5. Review the details, then click **Refund $[Amount]** to process the refund. 6. 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: ![](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/image-HGSP2FUW.png) - **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](/v1/docs/how-to-manage-invoices) article. --- ## Assign affiliate commissions - Click **Assign Affiliate** in the **Commissions** section to assign an affiliate to the order. ![](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/image-8G2VCBLC.png) - For detailed instructions on managing affiliate commissions, refer to the [How to View and Manage Affiliate Commissions](/v1/docs/affiliate-center-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. ![](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/image-H3UIY49M.png) #### **How to Use the Order Timeline** 1. **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. 2. **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. ![](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/image-AQMF1DGF.png) - **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. ![](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/image-I7ROWKNL.png) - **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. 1. Click **Change** next to the autopay method. 2. Choose a payment method from the list of options, or click **Add New Card** to enter a new credit card. ![](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/image-HNLWRWS4.png) 3. Save the changes to update the autopay settings for future payments. > [!TIP] > **Helpful Resources** > > 1. [Customer Center - Understanding User View](/v1/docs/customer-center-understanding-user-view) > 2. [How to Manage Workspace Settings](/v1/docs/how-to-manage-workspace-settings) #### **Shipping Address** - Displays the customer’s shipping address. - Click **Edit** to update the address if necessary. ![](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/image-U8QZ82BK.png) #### **Billing Address** - Shows the current billing address. - Click **Edit** to modify the information. ![](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/image-FBNGR5LN.png) #### **Order Tags** Use **Order Tags** to categorize and organize the order. ![](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/image-8JJWX0BB.png) - 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: ![](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/image-0K8YDYYB.png) - 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: ![](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/image-19WPH0YT.png) - **Date**: Shows when the next invoice will be processed. - **Amount**: Displays the total charge for the upcoming invoice. ## Related - [How to Create and Manage Orders](/orders-how-to-manage-orders.md) - [How to Create and Manage Products](/how-to-create-and-manage-products.md) - [Creating and Managing Discounts in ClickFunnels](/creating-and-managing-discounts-in-clickfunnels.md)