Subscription Management provides your business with a deeper insight into your customers' behavior, such as usage partners and renewal times, resulting in more consistent predictions for your revenue. It also enhances the customers' experience by allowing them to manage their subscriptions, invoices, and transactions while you get the space to offer upgrades or downgrades to keep them active within your community.

User Subscription Management

Users can manage their subscriptions, invoices, and transactions by navigating to the client portal and accessing their profile settings. 

Inside the Account settings go to the Billing and Subscription tab

You can filter the results by their date, status, or source.

Management Options

By clicking the three dots icon next to an item users can access its options, the actions they can perform will vary depending on the section they are on.

• Subscriptions: Users can manage their subscriptions, including canceling, upgrading, or downgrading them.
• Invoice: Users can view, pay, or download their invoices regardless of status, and download a PDF copy.
• Transactions: In this section, users can view the status of transactions within the system.

Removing User Access

To disable this option for your audience members go to the Client Portal Settings inside the Sites section

Enter App Permissions.

Disable Billing & Subscription by unchecking the box next to it.

Click Save Settings to maintain the changes and remove the option from your users to monitor their subscriptions and billing.

And there you go, now you can help your audience access their Billing & Subscriptions for better management and lower workload for you and your team, or remove the option so you can be the one to organize and control the way subscriptions are canceled and/or renewed.