The Search Subscriptions page provides the admin with a set of filters to search and edit subscriptions for all site members.


This page can be found by navigating to Finance » Search Subscriptions in the admin area of a site.




These are the available filters to search for subscriptions: 

  • Search by Member Name or Member ID
  • Member Email
  • Date Created
  • Next Due Date
  • Subscription Date Ended
  • Subscription ID
  • Invoice ID
  • Membership Plan (Product)
  • Member Status
  • Subscription Status
  • Billing Cycle*


When searching by billing cycles, the admin can select more than one option here:




In the results, hovering over the member's name will display information about the member along with several links to take actions on the member:



       

Account Details: Links to the member's Account Details page, which contains an overview of information about the specific member.

Quick Edit: Edit several attributes of the member without logging into their account.

Compose Email:  Send an email to the member. Use an existing email template or send a custom email.

Update Credit Card: Update the payment method associated with this member.

View Live Profile: View the live profile of the member as seen by visitors to the website.

Login as Member: Login to the member's dashboard as if they logged in to their account.

Payment History: See the complete billing history of this member.

Change Password: Assign a new password for the member. 


Clicking the ID will show all transactions related to this subscription:




The Next Payment and Subscription columns will display important information about the next due date and the current membership plan:


        


Clicking History will open the Payments Received tab in the Transaction History for this member:




The Actions drop-down menu will provide the options to either End or Edit the Subscription:




In this section, there are 4 fields that can be modified: 


  1. Payment Amount 
  2. Billing Cycle 
  3. Next Payment Due Date 
  4. Delete Invoice


Admins can also add Internal Subscription Notes at the bottom of the page



For additional questions or help setting this up, please submit a ticket to support@brilliantdirectories.com or create a ticket HERE.