Recording subscription payments
Subscribers are able to pay their invoices from their Subscriber Portal. However, you may need to record a payment for a subscription manually. You can record subscription payments using Cash, Check, Bad Debt, or Credit Card. If your system is integrated with a payment processor, you are also able to process Credit Card payments directly.
To record a payment, navigate to the Subscription Payments page. Start by going to Subscriptions > Invoices. You can then use the search filters to find the invoices you need to make payments on, such as using the status filter to search for any open invoices. When you find the invoice you would like to record a payment for, click on the ellipsis on the right side and you will see a drop-down list of available actions. On any open invoice, you can choose the Make Payment action. This will bring you to the Subscription Payments page.
Tip
Alternatively, you could click the + icon on the top menu and select Add Payment under the Distribution section. If you navigate to the Subscription Payments page this way, you will need to enter a contact name or invoice number in order to find applicable invoices.
On the Subscription Payments page, you will see any open or closed invoices for the chosen subscriber. You are able to perform certain actions on this page as well, including viewing the invoice PDF and invoice memo and refunding a payment.
To make a payment, check the box next to the invoice, and choose a payment method, the payment date, and the payment amount. Then click Record or Process Payment at the bottom of the page. You must have a payment processor integrated in order to use the process option. You will see a confirmation pop-up of the payment details.
Once the full amount of the invoice is paid, the subscriber will see the status of their invoice change to Paid in their Subscriber Portal. The status of the invoice will be changed to Closed, which will be reflected in the subscription invoice search.