Reviewing your subscription details is quick and straightforward. By following this guide, you'll see how to access key subscription information, check upcoming billing dates, and view your subscription history on the platform.
Step 1: Open the customer profile from the roster or search, select the customer's profile to begin.
Step 2: Go to the Activities tab on the customer profile and look for the subscriptions section to select it.
Step 3: Access subscription details by clicking on the Subscription tab icon. This opens the subscription details view.
In the summary section, review information about the customer's active subscription and next billing date.
You can also check subscription history by scrolling through the timeline section in the same tab, including any changes or updates to the subscription.