[Advisors] Understanding Your Subscriptions Page
The Subscriptions page located in your sidebar ( Transactions > Subscriptions) contains a view of all client subscriptions! You can use this page to easily find and manage things like:
- Past due subscription
- Completed subscriptions
- Subscriptions that are due to start in the next quarter
- Subscriptions with a specific Description of Service
- Subscriptions set to bill this month for specific clients
- All active subscriptions for a specific advisor
- And more!
By using the Filter function, you can restrict your view to a variety of specific scenarios:
How to Filter Subscriptions:
1. Click the Filters button
2. Then click a category's drop-down arrow, such as Status, or Client to reveal its filtering options.
- Select or enter the information you want to see. (You can add any number of categories to narrow your view even further!). Select Apply Filters
Tip: The Descriptions of Service category allows you to select invoices associated with saved descriptions under "List of services" at Firm Settings > Invoice and/or Account Settings > Invoice.
4. To clear your filters/start over from scratch, select Filters > Reset Filters
Filter Options for Each:
Status:
- Completed
- Paused
- Failed
- Active
- Inactive
- Past Due
- Canceled
- Pending Approval
- Approval Rejected
Office:
- Type in or select an Office
Client:
- Type in or select Client Name
Advisor:
- Type in or select Advisor Name (only available to Full-Access Advisors and firm Admins/Analysts)
Next Bill Date:
- From Date - To Date
Amount:
- Min - Max
Start Date:
- From Date - To Date
Accepted Payment Methods:
- ACH and Credit Card
Description of Service:
- Type in or select a saved Description of Service (can type in the content of the description or title to search)
Client Account Status (based on the client status - not subscription status)
- Active
- Inactive