Subscriptions and Transactions now show more context in one place. View line items, taxes, discounts, fees, refunds, upcoming renewals, and a timeline of events, with quicker filters and search to find what you need.
Rich details panel for each subscription and transaction, including items, totals, and status
Timeline of key events like creation, renewals, payment attempts, refunds, and cancellations
Clear breakdowns for taxes, discounts, fees, refunds, net amount, and proration where applicable
Quick links between subscription, invoice, transaction, and customer records
Improved filters and search by status, date, amount, customer, and reference
CSV exports that include the new detail fields for better reporting
Use the timeline to explain renewals, declines, or refunds to customers quickly
Add clear notes on subscriptions so context travels with the record
Filter by status before exporting to keep reports clean and focused
Step 1
Open Revenue and go to Transactions.
Click any transaction to open its details.
Step 2
Review Overview, Items, and Timeline to see status, amounts, and recent events.
Step 1
Open Revenue and go to Subscriptions
Click on View to open its details.
Step 2
Review Subscriptions Details Items, and Timeline to see status, amounts, and recent events.
Where do I see the breakdown of taxes, fees, and discounts
Open a transaction and check the details section. You will see line items and a breakdown of totals.
Can I jump from a subscription to the related transactions
Yes. Use the links in the details panel or timeline to open the related invoice or transaction.
Will exports include the new fields
Yes. CSV exports from these pages include the new detail columns where available.
Can I filter by customer or status
Yes. Use the filters at the top to narrow by customer, status, date range, and other fields.
Does the timeline show failed attempts and refunds
Yes. The timeline includes events like attempts, successes, declines, refunds, and cancellations when applicable.
