Use billing data tables to view, manage, and maintain subscription billing information.
By default, billing data is organized into the following segments:
- Active subscriptions: Contains active subscriptions (
statusis inActive;order typeis insubscription-order). - Canceled subscriptions: Contains canceled subscriptions (
statusis incanceled,churned;order typeis insubscription-order). - Credit memos: Contains credit memos.
- Journal entries: Contains journal entries.
- Paid invoices: Contains paid invoices (
statusis inpaid). - Quotes: Contains quotes.
- Refunded invoices: Contains refunded invoices (
statusis inrefunded). - Unpaid invoices: Contains unpaid invoices (
statusis inunpaid,past-due,partially-paid).
To view segment filters, press Filters in the top right. To add or manage segments, see Segments. For information on the invoice lifecycle and statuses, see Invoice lifecycle.
Select a topic:
Manage autopay
Configure automatic payment and retry settings for subscriptions.
Manage credit memos
Create, edit, and allocate credit memos.
Manage delinquency periods
Add, edit, and manage delinquency periods.
Manage invoices
Create, edit, process, and export invoices.
Manage quotes
Create, issue, share, and process quotes.
Manage orders
Configure, modify, and pause orders.
Manage journals
View and manage journal entries in data tables.