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Last updated on Aug 29, 2026
The Subscription Summary tab is the default landing page when you view a Subscription in Advanced Billing. It provides a concise overview of key billing details—such as total payments, current balance, Subscriber Since date, and next billing period—and enables you to manage product changes, billing dates, payment methods, and more. Below is a detailed guide to each field displayed in the Subscription Summary and how to use them effectively.
Please note, some of these fields may not be accessible depending on your plan and settings.
This article covers Advanced Billing’s Subscription Summary function. The Subscription Summary is where you manage customers’ purchases via Advanced Billing. To learn more, see our Subscription Summary Overview help article.
The total payments made toward the Subscription since signup, including paid Invoices, Statements, taxes, one-time charges, and component costs.
The date the Subscription was created. If a Subscription is created to begin billing in the future, this reflects the creation date, not the start of billing.
The current state of the Subscription. A Subscription can have many states, but only one at a time.
For more information on Subscription states, see our Understand Subscription States documentation.
Subscriptions are uniquely identified by the Advanced Billing-generated Subscription ID.
A user-provided string value ("Reference Field") may also be used—for example, to align with an account or user ID in another system. You can add or edit the Reference value via the admin UI or API in the Create Subscription, Update Subscription, and Find Subscription endpoints.
When referrals are enabled, each Subscription has a unique referral code. You can view it on the Subscription Summary page or fetch it via the API. For more information on referrals, see our Referrals documentation.
This section shows the current product and price point. To change them, click the Change Product button.
On the Change Product page, a list of products and their summaries appears.
Choose a new price point for that product. If no price point matches your needs, select custom pricing to configure price, billing interval, trial details, setup fee, and expiration/lifetime for this Subscription only.
After choosing a price or custom pricing, use the action button to apply the change. The options are described below.
Selecting this instantly switches the Subscription’s product or price point. No proration is applied. For details, see Product Changes and Migrations.
If you need proration, consider performing an Upgrade or Downgrade—see Actions.
You may configure the Subscription to change product at the end of the current billing cycle (a delayed product change).
When the next billing date arrives, the subscriber is charged at the new price point. Until then, the current product remains active.
Examples:
To cancel a delayed product change, click Cancel next to the scheduled change name and date.
The current balance reflects the outstanding amount due on the account. It appears at the top of the Summary and under Product and Price Point.
If you adjust a past due or unpaid Subscription’s balance via Actions > Adjust balance, this option reactivates the Subscription if it is not on remittance billing. It also attempts to collect the current balance.
Remittance Subscriptions cannot auto-retry; instead, they become active once all open Invoices are manually paid, unless canceled.
When retrying a past due or unpaid Subscription:
Retrying a Subscription in dunning does not alter dunning steps or schedule. It simply replays the current step and webhook with a new timestamp.
The Service Credit Balance reflects available Service Credits. You can add or deduct credits via the Subscription Actions menu.
For more on Service Credits, see our Give, Deduct, and Apply Service Credits documentation.
Applying coupons is a broad topic; please refer to our Coupons documentation for details.
Activated At shows the date the Subscription was first charged. If a Subscription is created for future billing, this remains blank until its signup date, at which point it reflects the activation date.
This amount reflects only the line items scheduled for the next Invoice—not all products or components associated with the Subscription—especially when items have different billing schedules.
It includes:
It does not include pending Invoice line items already issued but not yet billed.
Thus, this figure is a net preview of what will be charged at the next billing event, subject to credits, coupons, and timing.
Indicates when payment will be attempted or retried. If the Subscription is past due, this shows the next retry date. The “Period Ends” date indicates when the current billing period ends. If net terms apply and an invoice is due before the renewal, this date reflects the invoice due date.
To change the next billing date, select Change Billing Date from the Subscription Summary. Modify any date attributes and save.
Once the “Next Billing” date arrives, a renewal or transaction is typically attempted within 20 minutes. Maxio batches transactions at 0, 20, and 40 minutes past the hour.
For Subscriptions with a snap day, you can adjust the snap date. Select Adjust Subscription Calendar Billing Date to Reflect Change in Next Billing Date, and the Subscription snaps to the date after the next renewal. Leaving this box unchecked changes the date only for one period, after which the original snap date resumes.
To edit the next snap day, update the snap date separately and then change the next billing date in two steps.
Editing the next billing date for calendar-based Subscriptions may trigger a prorated charge.
If Understand Term Subscriptions are enabled, this section indicates whether the Subscription is Term (with an expiration date) or Evergreen (no expiration, cancelable at any time). Use the Change button to Edit Term:
If the selected Term date falls mid-billing period, charges will be prorated for the final period.
If a Subscription is for an expiring product and Term Subscriptions is not enabled, Expires At appears. This marks the date the Subscription transitions to Expired. Click Change to modify the expiration date.
Expires At and Term Subscriptions represent the same concept, except Term Subscriptions offer deeper functionality including the ability to Renew Term Subscriptions.
If your Site is connected to Maxio Core, the Subscription Summary shows a Contract / Register row with the Subscription's linked Maxio Core Contract Number, shown as a link to that Contract in Maxio Core, and the Register it belongs to underneath.
Net Terms define how many days after renewal before payment is collected, giving time to review the Invoice. You can set this during Subscription creation or update it later via the Subscription Summary. For more information, see our documentation on Net Terms.
If a Subscription Group exists, child Subscriptions inherit the parent Subscription’s Net Terms. Ungrouping resets a child to the Site Default.
The Subscription’s Payment Method may be Automatic Payment or Manual/Remittance Payment. Use the Payment Method option in the Subscription Summary to change it.
Prepaid Subscriptions cannot switch payment methods, nor can Automatic or Remittance Subscriptions convert to Prepaid. Prepaid is supported via our Relationship Invoicing architecture.
If you cannot edit the Payment Method, check Settings > Invoice Billing to ensure this feature is enabled.
If using Authorize.Net or the Advanced Billing Test Gateway, Admins must manually approve a Subscriber for ACH (eCheck) payments. Click Change in the Subscription Summary to enable ACH on the customer record. Some gateways (for example, Stripe) use micro-deposits instead of this flag.
See our ACH Payments documentation for more information.
You can manually enable or disable Statement and/or Invoice email delivery to customers.
Use this option to change whether customers receive Statement and/or Invoice emails. By default, this is set to your site's default setting.
You may mark a Subscription as tax-exempt via the Subscription Summary. Tax-exempt Subscriptions are not charged tax on taxable Products or components.
Click Change next to Tax Exempt Customer, then set the dropdown under Tax Exempt to “Yes.” For more, see our Tax-Exempt documentation.
The Summary displays whether the customer’s Billing Portal is enabled or disabled.
Enable Billing Portal access for a disabled customer
Billing Portal options when enabled
Access the customer’s Billing Portal or retrieve the management link to send to the customer. This is also a helpful way to view the portal from the customer’s perspective.
The link is automatically included at the bottom of statements, invoices, and receipts for customers who have been invited to the portal. For security, it is regenerated periodically — at most once every 15 days — and the customer must have already accepted their invitation and logged in, or they are prompted to generate a new login link.
If the customer cannot find the portal, use this option to resend the invitation.
To revoke portal access for a Subscription, click Revoke Portal Access. The status will then display Portal Not Enabled.
You can re-enable access by selecting “Enable Portal Access,” then choosing to enable only or enable plus send an invitation.
When enabled, the Summary shows:
These dates may differ significantly when invitations are sent manually. See our Billing Portal Invitations documentation for more.
Notes are optional but helpful for tracking activity, calls, or payment plans. The most recent note appears in the Summary. Access all notes via the Notes tab. Flag important notes, which will display with an asterisk.
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