User interface guides/
/Billing
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Billing

Use billing data tables to view, manage, and maintain all subscription billing information.

By default, billing data is organized into five segments:

  • Active subscriptions: Contains active subscriptions (status is in Active; order type is in subscription-order).
  • Canceled subscriptions: Contains canceled subscriptions (status is in canceled, churned; order type is in subscription-order).
  • Paid invoice: Contains paid invoices (status is in paid).
  • Refunded invoices: Contains refunded invoices (status is in refunded).
  • Unpaid invoices: Contains credit transactions (status is in unpaid, 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 subscriptions

Configure, modify, and pause subscriptions.

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