Search and Filter Subscriptions

Find a specific Subscription quickly, whether you know its exact reference or need to search and filter through a list. Search within the Billing section to locate Subscriptions or Customers within your current Site.

Search by name, reference, or card number

In the search term box, Advanced Billing lets you search Subscriptions by:

• All
• Full name
• First name
• Last name
• Organization
• Subscription Reference
• Customer Reference
• Last four digits of an active credit card

You can also filter by Subscription status using the dropdown to the right of the search box; see Understand Subscription States for the full list of statuses.

Filter your search results

Use the filter panel to narrow down your search results using the following criteria.

Date

Search by a specific date attribute, then set the range it falls within:

Set the range of dates your selected Date Type searches within, using From Date and To Date.

Plan

Locate Subscriptions by Plan using the dropdown labeled Plan, and optionally narrow further by that Plan's own Price Point. You can add multiple Plan filter rows to search by more than one Plan at a time, using the plus button to add a row and the trash icon to remove one.

Product

Locate Subscriptions by Product using the dropdown labeled Product, and optionally narrow further by that Product's own, separate Price Point. As with Plan, you can add multiple Product filter rows to search by more than one Product at a time.

Custom Fields

Locate Subscriptions by Custom Field. Select a field from the Custom Field dropdown, then enter or select its value in Custom Field Value, depending on the field's type. Add up to 5 Custom Field filter rows using the plus button, or remove one using the trash icon.

See Understand Custom Fields for how Custom Fields work.

Other filters

The remaining filters are single dropdowns with no row limit:

Add optional columns to your results

You can show extra columns in your search results to see more about each Subscription without opening it. For example, if Multi-Frequency billing is enabled for your Site, you can show a Term Type column indicating whether each Subscription is Term or Evergreen.

Search limitations

In the Subscriptions tab, you can't search by:

• Credit card name
• Billing address
• Phone
• Address information (city, state, zip, and so on)
• VAT

Combine filters

All active filters, including the search box, combine using AND logic: a Subscription must match every condition to appear in your results. For example, filtering by Period Ends and Plan together only returns Subscriptions whose period end date falls in your range and whose Plan matches.

You can also select multiple values within most individual filters, such as Plan, Product, or Subscription status, to broaden a single condition while still narrowing the rest.

Related information

See Find Subscriptions with Quick Find to search across all your Sites with just a few keystrokes.

Once you've found the Subscriptions you want, see Edit Subscriptions in Bulk to update them together.