The Subscriptions Dashboard¶

The Subscriptions dashboard is your control center for everything recurring. From here, you can find subscriptions, see their renewal histories, edit them, or cancel them.

The dashboard layout¶

View tabs¶

The tabs across the top filter the table by status. Click a tab to switch:

Columns¶

The default column set surfaces the fields hosts ask about most: ID, Customer, Customer Email, Status, Avg monthly, Avg yearly, Next renewal, Trial end, Retry, Next retry, Cancels at period end, Started, Canceled, Created.

Show or hide columns from the column menu (gear icon top-right of the table). Your preferences save to your account so the dashboard reopens with the same layout next time.

Search¶

The search bar at the top accepts:

• Customer name (partial matches).
• Customer email (partial matches).

Search is scoped to the current view tab. To search across every status, switch to the All tab first.

Side-peek: digging into one subscription¶

Clicking any row opens the side-peek on the right side of the screen. The side-peek shows everything about that subscription without leaving the dashboard.

The side-peek has two tabs:

• Overview — customer info, lifetime revenue, next renewal, cadence, items, collection settings, dunning settings, tax rate, date rows (created, started, current period ends, canceled, trial ends), and the action bar.
• Invoices — every renewal invoice this subscription has generated, with date, amount, and status. Click a row to open that invoice in a cross-peek (see below).

Actions available from the side-peek¶

Depending on status, the action bar surfaces different choices:

See Editing a subscription and Cancellation for the deep dives.

Status indicators in the header¶

The side-peek header surfaces the subscription's state via chips next to the customer name:

• Status chip — colored chip showing Active / Trialing / Past due / Unpaid / Canceled.
• Cadence chip — Monthly / Yearly / etc.
• Cancels on … chip — appears when an end-of-period cancellation is scheduled, alongside the Don't cancel action in the menu.

The cross-peek: subscription → invoice¶

The Invoices tab on the subscription side-peek lists every renewal. Click any row to open that invoice's side-peek. From the invoice peek, a card links back to the parent subscription so you can hop between the two without losing your place.

Useful for: "this customer's renewal failed; show me the actual invoice to see the decline reason."

The same cross-peek works the other direction — opening a subscription-generated invoice from the Invoices dashboard surfaces a Subscription card that opens the parent subscription. See Invoice dashboard cross-peek.

Bulk actions¶

Selecting multiple rows (with the checkbox column) enables bulk actions across the selection:

• Export selected — download a CSV of just the selected rows.

For most subscription operations (cancel, edit) you act on individual rows; bulk cancellation is intentionally not exposed to prevent accidental mass cancellation.

Exports¶

Click Export in the top-right to download a CSV of the current view. The export respects your active filters:

• On the Past due tab → exports only past-due subscriptions.
• On the All tab with no filter → exports everything.
• With rows selected → exports only the selection (button label changes to "Export N rows").

The CSV includes every visible column plus a few extras for reconciliation with accounting systems.

Filters and views¶

Beyond the status tabs, you can layer filters from the Filter button. Common filters:

• Customer — show only subscriptions for a specific contact.
• Cadence — monthly, yearly, etc.
• Next renewal date range — find subscriptions renewing in a window.
• Collection mode — auto-charge vs. manual collection.

Save a filter set as a view to reuse it. Views show up alongside the default tabs.

Troubleshooting¶