View Subscriptions

Subscriptions carry your recurring billing and revenue, and both Maxio Core and Advanced Billing show them. You can list every active subscription, filter and arrange that list to suit your work, and open any one of them to see its detail and the Transactions behind it.

Open the subscription list

From the side navigation bar, expand Customers and select Subscription List. The list behaves like every other list view, so a saved combination of filters, columns, column order, and sorting gives you a view you can return to.

Find a Customer's subscriptions

From a Customer screen in Maxio Core, select the Subscriptions tab. It shows that Customer's Advanced Billing subscription data, including Status, Next Billing Date, and Transactions Count.

Transaction Count is an active link. Selecting it opens every Transaction associated with that Subscription, which is the quickest route from a Customer to the revenue records behind their subscription.

Open a single subscription

Select the Subscription number to open its detail page. The Subscription Summary lists the subscription's own fields beside the action menu for it.