On This Page

About This Guide

This section describes this guide and where to find further information.
Audience and Purpose
This guide is intended for merchants managing payments in the Merchant Portal.
Conventions
This statement appears in this document:
An
Important
 statement contains information essential to successfully completing a task or learning a concept.

Recent Revisions to This Document

26.06.1

Initial version.

Introduction to Payment Center

Payment Center is the central hub for managing payment activity across your business in
Visa Acceptance Solution for SMB
.
The Payment Center provides a unified interface for accepting payments, tracking activity, and managing customer billing.

What You Will Learn

  • What Payment Center is and how it works.
  • How to navigate the interface.
  • How the main features work together.
  • How to process your first payment.

Key Features at a Glance

Transactions
Best For
One-time payments
Key Capabilities
Charge, authorize, refund, void
Invoices
Best For
Professional billing
Key Capabilities
Itemized invoices, payment tracking
Pay by Link
Best For
Remote and social sales
Key Capabilities
Shareable links, QR codes
Subscriptions
Best For
Recurring revenue
Key Capabilities
Automated recurring billing

How the Features Work Together

  • Transactions record every payment event.
  • Invoices and Pay by Link both create transactions when paid.
  • Subscriptions generate recurring transactions automatically.
  • All activity is visible in the Transactions list for reconciliation.

Access Payment Center

Navigate to and access Payment Center in Visa Acceptance Solution for SMB.
  1. Log in to your account.
  2. Choose
    Payment Center
     from the main navigation
  3. Use the tabs to switch between options.
    • Transactions
    • Invoices
    • Pay by Link
    • Subscriptions

RESULT

You are now in Payment Center and can access all payment management features.

Process Your First Payment

Process your first payment in Payment Center.
The fastest way to begin is with a direct transaction.
For practice, you can submit a test transaction in the Sandbox portal.
To process a payment:
  1. Click or tap
    Transactions
    .
  2. Click or tap
    Take a Payment
    .
  3. Enter amount and card details.
  4. Click or tap
    Charge
    .

RESULT

Your first payment has been processed successfully.

Understanding Transactions

Transactions are the foundation of Payment Center. Every payment creates a transaction record.

What Is a Transaction?

A transaction records a payment event and includes:
  • Amount and currency
  • Customer information
  • Payment method
  • Date and time
  • Transaction type
  • Source
  • Status
All transactions are permanently recorded, even if voided or refunded.

Transaction Types

Sale
  • Captures funds immediately
  • Most common transaction type
  • Automatically settles (usually 1-2 business days)
  • Can be refunded or voided (before settlement)
Authorization (Authorize Only)
  • Places a temporary hold on funds
  • Must be captured manually
  • Typically expires after approximately 7 days
  • Best used when:
    • Shipping later
    • Final amount may change
    • Pre-orders or reservations
Refund
  • Returns funds to customer
  • Can be full or partial
  • Available only after settlement
  • Typically appears on card in 5-10 business days
Void
  • Cancels a transaction before settlement
  • No funds move
  • Faster than a refund
  • Must be done while transaction is pending

Transaction Sources

Online
Website or direct checkout
Invoice
Payment from invoice
Recurring
Subscription payments
Link
Pay by Link payments

Transaction Statuses

Success
Payment processed successfully
Pending
Waiting for settlement
Declined
Issuer rejected payment
Error
Technical processing failure
Held for Review
Requires fraud review
Review Complete
Previously held transaction reviewed and action chosen
Void
Canceled before settlement

Transaction Lifecycle

  • Sale: Initiated → Success → Pending → Settled
  • Authorization: Authorized → Pending Capture → Captured → Settled
  • Fraud Review: Initiated → Held for Review → Accepted or Rejected → Review Complete

Transactions List Overview

The Transactions list provides a comprehensive view of all payment activity and key metrics.

Transaction Metrics

At the top of the Transactions page you'll see:
  • Total sales
  • Transaction count
  • Refunds total

Alerts

Alerts highlight:
  • Transactions held for review because of potential fraud
  • Authorizations pending capture

Search and Filter Capabilities

You can search by:
  • Customer name
  • Date
  • Transaction ID
  • Amount
  • Card last four digits
Filters include:
  • Date range
  • Source
  • Type
  • Status
Filters can be combined for more precise results.

Transaction Details View

Selecting a transaction shows:
  • Payment information
  • Customer details
  • Billing and shipping addresses
  • Transaction history
  • Itemized breakdown (if applicable)
  • Possible actions for that transaction

Taking Payments Overview

This section explains how to process payments directly in Payment Center.

Payment Options

The Payment Center allows you to process both quick payments and itemized sales. You can access the payment form by going to
Payment Center
Transactions
 and clicking or tapping
Take a Payment
.

Quick Payments

Quick payments are best for simple, one-time charges without detailed line items. This option allows you to:
  • Select currency and amount
  • Add a transaction description (optional)
  • Run as an Authorization transaction if needed
  • Add customer information (optional)
  • Enter card details and billing address
  • Add shipping address (optional)
  • Apply sales tax rate (if applicable)

Itemized Sales

Itemized sales are best for detailed billing with multiple products or services. This option allows you to:
  • Add up to 30 line items with item name, unit price, and quantity
  • Apply taxes and discounts per item
  • Add freight or duty charges (if applicable)
  • Add customer information (optional)
  • Enter card details and billing address
  • Add shipping address (optional)
  • Apply sales tax rate (if applicable)

Payment Confirmation

After a successful payment, you'll see:
  • Transaction ID
  • Amount charged
  • Date and time
  • Options to send an email receipt, take a new payment, and view transaction details

What Happens After Payment

When you process a payment:
  • The transaction is created immediately in the system
  • The customer receives confirmation (if email address was provided)
  • Funds queue for settlement to your account
  • The transaction appears in the Transactions list for tracking and management

Take Quick Payments

Process simple, non-itemized payments directly in Payment Center.
Quick payments are best for simple, one-time charges without detailed line items.
To process a quick payment:
  1. Choose
    Payment Center
    Transactions
  2. Click or tap
    Take a Payment
  3. Choose
    Quick payment (non-itemized)
  4. Choose currency and amount
  5. Enter a description for the transaction
  6. Check the
    Authorize only
     box to run as an Authorization transaction
  7. Add customer information
  8. Enter card details and billing address
  9. Enter shipping address
  10. Enter the sales tax rate
  11. Click or tap
    Charge

RESULT

After a successful payment, the system displays:
  • Transaction ID
  • Amount charged
  • Date and time
  • Options to send an email receipt, take new payment, and view transaction details

AFTER COMPLETING THE TASK

The transaction is created immediately, the customer receives confirmation (if email provided), funds queue for settlement, and the transaction appears in the Transactions list.

Take Itemized Sales

Process detailed payments with multiple line items directly in Payment Center.
Itemized sales are best for detailed billing with multiple products or services.
To process an itemized sale:
  1. Choose
    Payment Center
    Transactions
    .
  2. Click or tap
    Take a Payment
    .
  3. Switch to
    Itemized sale
    .
  4. Enter a description for the transaction.
  5. Check the
    Authorize only
     box to run as an Authorization transaction.
  6. Add up to 30 line items, including item name, unit price, and quantity.
  7. Apply taxes and discounts for each item as needed.
  8. Add freight or duty.
  9. Add customer information.
  10. Enter card details and billing address.
  11. Enter shipping address.
  12. Enter the sales tax rate.
  13. Click or tap
    Charge
    .

RESULT

The transaction is created immediately with all line item details, the customer receives confirmation if email provided, funds queue for settlement, and the transaction appears in the Transactions list.
After a successful payment, the system displays:
  • Transaction ID
  • Amount charged
  • Date and time
  • Options to send an email receipt, take new payment, and view transaction details

AFTER COMPLETING THE TASK

Refund Transactions

Issue full or partial refunds for settled transactions.
Refunds require settled transactions and cannot exceed the original transaction amount.
To process a refund:
  1. Choose
    Payment Center
    Transactions
    .
  2. Locate and choose the settled transaction to refund.
  3. Click or tap
    Refund
     in the transaction details.
  4. Choose full or partial refund amount.
  5. Confirm the refund.

RESULT

The refund is processed and funds typically appear on the customer's card in 5-10 business days.

Void Transactions

Void pending transactions before settlement.
Use voids when cancellation happens immediately, before settlement. Voids release funds faster than refunds and prevent settlement. After settlement, issue a refund instead.
To void a transaction:
  1. Choose
    Payment Center
    Transactions
    .
  2. Locate and choose the pending transaction to void.
  3. Click or tap
    Void
     in the transaction details.
  4. Confirm the void.

RESULT

The transaction is voided and no funds are transferred.

Capture Authorizations

Capture authorized funds before they expire.
Authorizations place a hold on funds but do not capture them immediately. You must capture the authorization to collect the funds.
Authorizations usually expire after 7 days. Capture promptly to avoid losing the hold.
To capture an authorization:
  1. Choose
    Payment Center
    Transactions
    .
  2. Filter by
    Type: Authorization
    .
  3. Choose the authorization to open transaction details.
  4. Click or tap
    Capture
    .
  5. Confirm the capture amount.

RESULT

The authorization is captured and funds are transferred during settlement.

Handling Transactions Held for Review

Learn how to review and make decisions on transactions flagged by fraud detection.
When fraud detection flags a transaction, review the details and decide whether to accept or reject it.
Prompt review improves customer experience and reduces abandonment.
To review a transaction held by fraud detection:
  1. Select
    Payment Center
    Transactions
    .
  2. Locate transactions with status "Held for Review".
  3. Select the transaction to review details and risk indicators.
  4. Choose an action:
    • Accept to process the payment
    • Reject to cancel it
  5. Confirm your decision.

RESULT

The transaction shows the status of Review Completed.

Accept Transactions Held for Review

Accept and process transactions flagged by fraud detection.
When fraud detection flags a transaction as low-risk after review, you can accept it to process the payment.
Prompt review improves customer experience and reduces abandonment.
To accept and process a transaction flagged by fraud detection:
  1. Choose
    Payment Center
    Transactions
    .
  2. Locate transactions with status
    Held for Review
    .
  3. Choose the transaction to review details and risk indicators.
  4. Review the transaction details, customer information, and risk indicators.
  5. Click or tap
    Accept
     to process the payment.
  6. Confirm your decision.

RESULT

The transaction is processed and the status changes to Review Completed. The payment proceeds to settlement.

Reject Transactions Held for Review

Reject and cancel transactions flagged by fraud detection.
When fraud detection flags a transaction and you determine it is high-risk after review, reject it to cancel the payment.
Prompt review improves customer experience and reduces abandonment.
To reject a transaction held for review:
  1. Choose
    Payment Center
    Transactions
    .
  2. Locate transactions with status
    Held for Review
    .
  3. Choose the transaction to review details and risk indicators.
  4. Review the transaction details, customer information, and risk indicators.
  5. Click or tap
    Reject
     to cancel the payment.
  6. Confirm your decision.

RESULT

The transaction is canceled and the status changes to Review Completed. The payment is not processed.

Sending Transaction Receipts

Learn how to send or resend receipts to customers from transaction details.
You can send an email receipt for a transaction.
Verify the customer email address before sending receipts.
To send an email receipt:
  1. Select
    Payment Center
    Transactions
  2. Select the transaction for which you want to send a receipt.
  3. Verify the customer email address in the transaction details.
  4. Click or tap
    Send Receipt
    .

RESULT

The receipt is sent to the customer's email address.

Transaction Management Best Practices

Follow these best practices to effectively manage your transactions and maintain healthy payment operations.

Recommended Review Schedule

Daily
Review held transactions. Capture pending authorizations.
Weekly
Monitor refunds. Review declines and sources.
Monthly
Reconcile transactions. Analyze trends and fraud patterns.

Understanding Invoices

Invoices are professional billing documents used to request payment from customers when payment is not taken immediately.

What This Section Covers

  • What an invoice is and when to use one
  • Invoice types supported in Payment Center
  • Invoice statuses and lifecycle
  • Core invoice components
  • How invoices integrate with transactions
  • Payment tracking and reminders

What Is an Invoice?

An invoice is a formal request for payment that allows you to bill customers after goods or services are delivered. Invoices help you peform these tasks:
  • Offer payment terms (e.g., Net 15, Net 30)
  • Provide clear documentation for customers
  • Track unpaid, partially paid, and paid balances
  • Maintain accurate records for accounting
The difference between an invoice and a transaction is that invoices request payment that can be paid later, while transactions process immediate payments.
When a customer pays an invoice, a transaction is automatically created and linked to that invoice.

When to Use Invoices

B2B billing
Businesses expect invoices for professional transactions. Examples include consulting and wholesale.
Services
Use invoices to bill after delivery of services. Examples include freelance work and professional services.
Payment terms
Invoices allow delayed payment arrangements. Examples include Net 30 and Net 60 terms.
Project milestones
Use invoices to bill for completed work at specific project stages. Examples include construction and design projects.
Recurring services
Invoices support periodic billing cycles. Examples include retainers and maintenance contracts.

Invoice Types

Payment Center supports two invoice types:
Single Item (Non-Itemized)
Best for simple, flat-rate charges. Includes:
  • Total amount
  • Description
  • Due date
  • Customer information
  • Shipping/Freight
  • Tax and Discount
Itemized
Best for detailed billing and transparency. Includes:
  • Line items with quantity and unit price
  • Subtotals, discounts, taxes
  • Optional shipping and duty
  • Grand total

Invoice Components

Required
  • Invoice number (auto-generated or custom)
  • Customer name and email
  • Currency
  • Price (Single item or Total Itemized Price)
  • Due date
Optional
  • Description or notes
  • Line items
  • Discounts
  • Taxes
  • Shipping or freight
  • Duty

Invoice Statuses & Lifecycle

Draft
The invoice is created but not yet sent. The invoice is editable but there is no active payment link
Sent
The invoice is delivered to the customer. The payment link is active.
Partial
The invoice is partially paid and a balance remains.
Paid
The invoice is fully paid. The invoice is locked. Transactions related to the invoice are linked together.
Cancelled
The invoice is noo longer payable and the invoice link is deactivated.
Lifecycle Examples
  • Standard: Draft → Sent → Paid.
  • Partial: Sent → Partial → Paid.
  • Cancelled: Draft/Sent → Cancelled.

Delivering Invoices

  • Email (default): An invoice with the payment link is sent.
  • Payment link sharing: A link can be copied and shared.

Payment Tracking

For each invoice, you can view:
  • Payment status (unpaid, partial, paid)
  • Payment history (dates, amounts, methods)
  • Remaining balance

Partial Payments (Optional)

When enabled:
  • Customers can make multiple payments.
  • The balance updates automatically.
  • The status changes to Partial until fully paid.

Invoice Reminders

Automatic reminders can be enabled:
  • Before due date
  • After the invoice is due
Enabling reminders helps reduce late payments and improve cash flow.

Invoice and Transaction Integration

  • Payments automatically create transactions.
  • Invoice and transaction records remain linked.
  • The integration supports reconciliation and audit trails.

Invoice Numbering Rules

  • Each invoice must have a unique number.
  • Invoice numbers are auto-generated if the field is left blank.
  • Custom numbers are allowed.
Invoice numbers cannot be changed after creation.

Invoice List Overview

The invoice list provides a comprehensive view of all invoices and their statuses.

Information Displayed

The invoice list shows:
  • Status
  • Invoice number
  • Customer
  • Amount and balance
  • Due date
  • Created date

Search and Filter Capabilities

You can search by invoice number, customer, or amount. You can also filter by status and date range and sort by any column.

Invoice Details View

Selecting an invoice opens a detail panel with:
  • Invoice information
  • Line items, if itemized
  • Payment link
  • Payment history
  • Status-specific actions

Creating Invoices

Payment Center supports creating both single item and itemized invoices to bill your customers.

Invoice Types

Payment Center supports two types of invoices:
Single Item Invoice
Use for flat-rate services or simple charges without itemization. This invoice type contains a single line item with one price.
Itemized Invoice
Use for multiple products or services that require detailed billing. This invoice type supports up to 30 line items, each with its own description, unit price, and quantity.

Discounts and Taxes (Key Rules)

When applying discounts and taxes to invoices, follow these rules:
  • Choose either invoice-level or line-item level discounts
  • Choose either invoice-level or line-item level taxes
  • Mixing levels is not supported
You cannot apply both invoice-level and line-item level discounts or taxes within the same invoice.

Invoice States

After creating an invoice, it exists in one of the following states:
Draft
The invoice is editable and not visible to the customer. Draft invoices can be modified or deleted before sending.
Sent
An email is sent to the customer with a payment link. The payment link is active and the customer can make payment.
Invoices remain editable until paid or cancelled, allowing you to make changes as needed.

Optional Features

When creating invoices, you can enable the following optional features:
Partial payments
Allow customers to pay invoices in multiple installments.
Shipping or freight charges
Add delivery costs to the invoice.
Invoice numbers
Assign custom invoice numbers for your tracking system.

Create Single Item Invoices

Create simple, flat-rate invoices in Payment Center.
Use single item invoices for flat-rate services or simple charges without itemization.
To create an invoice for a single item:
  1. Choose
    Payment Center
    Invoices
    .
  2. Click or tap
    Create Invoice
    .
  3. Enter customer name and email.
  4. Enter invoice number.
  5. Add the description, currency, and due date.
  6. Choose
    Single
    .
  7. Add the price.
  8. Add shipping or freight, discount, and tax as needed.
  9. Enable partial payments.
  10. Choose to save as draft or send immediately.

RESULT

Your single item invoice is created. If sent, the customer receives an email with a payment link. If saved as draft, the invoice remains editable until sent.
Invoices remain editable until paid or canceled. Draft invoices are not visible to customers.

Create Itemized Invoices

Create detailed invoices with multiple line items in Payment Center.
Use itemized invoices to charge customers for multiple products or services that require detailed billing information.
Note these important considerations when creating an invoice:
  • Choose either invoice-level or line-item level discounts.
  • Choose either invoice-level or line-item level taxes.
  • Mixing levels is not supported.
To create an itemized invoice:
  1. Choose
    Payment Center
    Invoices
    .
  2. Click or tap
    Create Invoice
    .
  3. Enter the customer name and email.
  4. Enter the invoice number.
  5. Add the description, currency, and due date.
  6. Choose
    Itemized
    .
  7. Enter the invoice details.
  8. Add up to 30 line items, including the item name, unit price, and quantity.
  9. Apply discounts or taxes for each item as needed.
  10. Add shipping or duty.
  11. Choose to save as draft or send immediately.

RESULT

Your itemized invoice is created with all line items. If sent, the customer receives an email with a payment link. If saved as draft, the invoice remains editable until sent.
Invoices remain editable until paid or canceled. Draft invoices are not visible to customers.

View Invoice Details

Learn how to view detailed information about invoices.
To view invoice details:
  1. Select
    Payment Center
    Invoices
    .
  2. Locate the invoice you want to view.
  3. Click on the invoice to open the details panel.

RESULT

The invoice details panel appears with invoice data, line items (if itemized), payment link, payment history, and available actions.

Edit Invoices

Edit invoices and understand which fields can be modified.
Invoices can be edited if in Draft, Sent, or Partial status. Paid and Canceled invoices cannot be edited.
These fields cannot be edited after creation:
  • Invoice number
  • Currency
  • Payment history
  1. Choose
    Payment Center
    Invoices
    .
  2. Locate and choose the invoice to edit.
  3. Click or tap
    Edit
    .
  4. Modify the editable fields as needed.
  5. Save your changes.

RESULT

The invoice is updated with your changes.

Send and Resend Invoices

Send draft invoices and resend existing invoices to customers.
Invoices in Draft, Sent, or Partial status can be sent or resent. Paid or Canceled invoices cannot be sent.
To send or resend an invoice:
  1. Choose
    Payment Center
    Invoices
    .
  2. Locate and choose the invoice to send.
  3. Click or tap
    Send
     (for Draft) or
    Resend
     (for Sent or Partial invoices).
  4. Confirm the customer email address.
  5. Complete the send action.

RESULT

The invoice is sent to the customer through email with a payment link.

Cancel Invoices

Unpaid or partially paid invoices can be canceled. Cancellation is permanent and payment links are deactivated.
Partial payments are not refunded automatically. Refunds for partial payments must be processed from the Transactions section.
To cancel an unpaid or partially paid invoice:
  1. Choose
    Payment Center
    Invoices
    .
  2. Locate and choose the invoice to cancel.
  3. Click or tap
    Cancel
    .
  4. Confirm the cancellation.

RESULT

The invoice is canceled permanently and the payment link is deactivated.

Subscriptions

Subscriptions allow you to automatically charge customers on a recurring schedule for predictable recurring revenue.

What You Will Learn

  • What subscriptions are and how they work
  • How Plans and Subscriptions relate
  • Subscription lifecycle and statuses
  • Payment retry logic and delinquency handling
  • How to create, manage, suspend, reactivate, and cancel subscriptions

What Is a Subscription?

A subscription is an active billing agreement between you and a customer that automatically processes payments on a recurring schedule. Unlike one-time transactions or invoices, subscriptions continue charging until they are completed, cancelled, or suspended.
Subscriptions work like a gym membership or streaming service—customers sign up once, and payments are charged automatically at regular intervals.

Why Use Subscriptions?

Subscriptions are ideal for businesses offering ongoing products or services:
  • Memberships (gyms, associations)
  • SaaS products
  • Subscription boxes
  • Retainers or maintenance services
  • Premium content access
Benefits for Your Business
  • Predictable recurring revenue
  • Automated billing and retries
  • Reduced manual work
  • Improved cash-flow forecasting
Benefits for Your Customers
  • Automatic, convenient payments
  • No missed due dates
  • Uninterrupted service
  • Easy subscription management

Subscription Components

Customer
Every subscription is linked to a customer profile containing:
  • The customer name and email address
  • The securely stored payment method
  • Billing and shipping addresses, if applicable
A valid customer with a payment method is required before creating a subscription. Only the default payment method for a customer can be used to pay for a subscription.
Subscription Name
A descriptive identifier to help you manage subscriptions:
  • By default, this field is auto-generated (for example, SUB-001)
  • Name can be customized during creation and edit (for example, Jane Doe – Premium Membership)
Plan
Plans define how customers are billed. Each Plan includes:
  • Amount
  • Currency
  • Frequency (daily, weekly, monthly, yearly, and so forth)
  • Duration (fixed number of billing cycles or ongoing)
  • Setup fee (optional)
Plans are reusable templates. One Plan can power many subscriptions.
Start Date
The start date determines when billing begins. Charges process at 2:00 AM local time.
  • If set to today, the first payment processes immediately
  • For future dates, the subscription stays pending.
  • The start date cannot be changed after the first payment.
Subscription ID
A system-generated and unique ID that is used for reporting and support. Subscription IDs cannot be edited.

How Subscriptions Work

Once active, the system automatically:
  1. Processes the first payment on the start date
  2. Calculates the next billing date
  3. Charges the customer on each billing cycle
  4. Sends payment receipts by email
  5. Repeats until completed, cancelled, or suspended

Plans vs. Subscriptions

Plans
Purpose
Billing template
Reusability
Reusable
Customer Linked
No
Processes Payments
No
Subscriptions
Purpose
Active billing agreement
Reusability
Unique relationship between Plan and Customer
Customer Linked
Yes
Processes Payments
Yes

Subscription Status Lifecycle

Pending → Active → Delinquent → Suspended → Cancelled / Completed
Pending
Waiting for start date (Payments: No)
Active
Billing normally (Payments: Yes)
Delinquent
Payment failed, retrying (Payments: Retrying)
Suspended
Paused (Payments: No)
Cancelled
Permanently stopped (Payments: No)
Completed
Finished all payments (Payments: No)

Delinquent Subscriptions & Retry Logic

When a payment fails, the system automatically retries based on billing frequency:
Daily
Retry Interval: 1 hour, Retries: 1
Weekly
Retry Interval: Every 1 day, Retries: 3
Monthly
Retry Interval: Every 2 days, Retries: 5
Yearly
Retry Interval: Every 15 days, Retries: 3
Outcomes:
  • Retry succeeds → back to Active
  • All retries fail → Suspended
Contact customers early when payments fail to avoid churn.

Editing Rules

Before First Payment (Pending)
Customer, Plan, Start date, Subscription name
After First Payment
Subscription name only
Core billing details are locked after the first payment. To change Plan or price, cancel and create a new subscription.

Timing Restrictions

Subscriptions cannot be suspended or cancelled within 10 minutes before or after payment processing. This prevents billing conflicts.

Create Subscriptions

Create subscriptions for recurring billing.
You can create subscriptions for recurring billing.
Before you create the subscription, you need an active plan, a customer with payment method, and the start date.
To create a subscription:
  1. Choose
    Payment Center
    Subscriptions
    .
  2. Click or tap
    Create Subscription
    .
  3. Choose or create a customer.
  4. Enter subscription name.
  5. Choose an active plan or create a new plan.
  6. Choose the start date.
  7. Review and save the subscription.

RESULT

The subscription is created. If the start date is today, the subscription is active immediately. If the start date is in the future, the subscription is pending.

View Subscription Details

View detailed information about subscriptions.
To view subscription details:
  1. Choose
    Payment Center
    Subscriptions
    .
  2. Find the subscription you want to view.
  3. Click or tap on the subscription row.

RESULT

The subscription details panel appears with the customer information, plan and billing details, the subscription status and dates, and payment history for the last 12 months.

Suspend Subscriptions

Temporarily suspend subscriptions.
Use suspension for temporary pauses in a subscription.
When you suspend a subscription, billing stops immediately. All subscription data is preserved, and the subscription can be reactivated.
To prevent billing conflicts, subscriptions cannot be suspended within 10 minutes before or after payment processing.
To suspend a subscription:
  1. Choose
    Payment Center
    Subscriptions
    .
  2. Choose the subscription to suspend.
  3. Click or tap
    Suspend
    .
  4. Confirm the suspension.

RESULT

The subscription is suspended and billing stops immediately.

Reactivate Subscriptions

Reactivate suspended subscriptions.
Reactivation is used for subscriptions that were suspended manually or becauswe of payment failure.
To reactivate a subscription:
  1. Choose
    Payment Center
    Subscriptions
    .
  2. Find and open the suspended subscription.
  3. Click or tap
    Reactivate subscription
    .
  4. If suspended due to payment failure:
    1. Click or tap
      Change payment method
      .
    2. Update the customer's default payment method.
  5. Click or tap
    Reactivate Subscription
    .

RESULT

The subscription returns to Active status and billing resumes on the original cycle. No backcharges apply.

Cancel Subscriptions

Permanently cancel subscriptions.
Cancellation stops billing permanently and cannot be undone. A new subscription must be created to resume billing.
Use cancellation when the customer ends service, when switching plans, or when service is discontinued.
Subscriptions cannot be canceled within 10 minutes before or after payment processing to prevent billing conflicts. Canceled subscriptions cannot be reactivated.
To cancel a subscription:
  1. Choose
    Payment Center
    Subscriptions
    .
  2. Find and choose the subscription to cancel.
  3. Click or tap
    Cancel
    .
  4. Confirm the cancellation.

RESULT

The subscription is canceled permanently. No automatic refunds are issued. Issue refunds through the Transactions panel if needed. Proration depends on your terms.