Keeping track of your subscriptions and payments can sometimes feel overwhelming, especially when you need to resolve billing questions or confirm payment methods quickly. Now, you can see more detailed information about your subscriptions and transactions right from your CRM, making it easier to stay organized and informed.
đź“Ś Why This Matters
When you have clear insights into your payment and subscription details, it saves you time and reduces confusion. Whether you’re checking which card was used, knowing when a subscription ends, or confirming how many payments have been completed, having this info at your fingertips helps you respond swiftly to billing inquiries and manage your cash flow better.
✨ What’s New
- Payment Method Details: See the card brand, last four digits, and expiry date for card payments. For other payment types like PayPal or custom methods, relevant details will be shown or you’ll get a clear message if it’s not available.
- Subscription Lifecycle Information: View the subscription end date and cancellation date when applicable. You can also track the total number of payments due and how many have already been completed, with dates shown clearly.
🛠️ How to Use It
- Step 1: Navigate to the payments section in your CRM and select Subscriptions, then choose the subscription you want to review.
- Step 2: Click to view Subscription Details to see payment methods, subscription end dates, and payment counts.
- Step 3: For transaction-specific info, go to Payments, select Transactions, and open Transaction Details to review payment method and status.
đź’ˇ Pro Tip
Regularly reviewing these detailed payment and subscription records helps you catch and resolve billing issues early, ensuring steady cash flow and happier customers.
