Understand a subscription's statuses

Pour :Administrateur

Preview: Understand a subscription's statuses

A Unisoft subscription is always in one and only one of the five statuses below. This status determines what Unisoft does automatically, what is displayed to the user, and which actions you can trigger. This page is the complete reference that you can consult at any time.

Overview

Status	Color	Symbol	Automatic direct debit?	Expected action
In progress	Green	Check	Yes, every month	None — everything works
Interrupted	Red	Cross	No — blocked after 3 failures	Contact the donor
Expired card	Red	Crossed-out card	No — card reached expiration	Send an update link
Paused	Orange	Pause	No — frozen voluntarily	Reactivate when the time comes
Completed	Purple	Flag	No — finished	None (read-only)

Transitions diagram

Detail of each status

In progress (Green)

This is the normal and desired state of a subscription.

Characteristic	Detail
When do we reach it?	At creation, or on reactivation from Paused / Expired card / Interrupted
Nightly task	Examines this subscription every night and triggers a direct debit if the month's date is reached
Donor email	Confirmation at creation, then confirmation of each successful direct debit (if tax receipt is enabled)
Available actions	Pause, Cancel permanently
Possible exits	→ Interrupted (3 failures), → Expired card (expiration detected), → Paused (admin action), → Completed (duration reached or cancellation)

Interrupted (Red)

The subscription is blocked after three consecutive direct debit failures, with no automatic intervention possible.

Characteristic	Detail
When do we reach it?	After 3 consecutive failures during direct debit attempts (25-day interval between attempts)
Nightly task	Ignores this subscription, will no longer attempt a direct debit
Donor email	Sent at each failure and at the moment of the switch, with update link
Admin email	Action required alert at the switch
Available actions	Copy the update link, Cancel permanently
Possible exits	→ In progress (card updated or new mandate), → Completed (cancellation)

→ See Handle direct debit failures

Expired card (Red)

Specific to bank card subscriptions: the card has reached its expiration date.

Characteristic	Detail
When do we reach it?	Automatic detection at the time of the nightly cycle: the card's expiration date has passed
Nightly task	Ignores this subscription until the card is updated
Donor email	Sent at the switch, with a personalized link to update the card
Available actions	Copy the update link, Cancel permanently
Possible exits	→ In progress (new card registered), → Completed (cancellation)

→ See Manage an expired card

Paused (Orange)

The subscription is voluntarily suspended by an administrator, either explicitly or following a refund.

Characteristic	Detail
When do we reach it?	Manual action by an admin, or automatic proposal upon refund of a child payment
Nightly task	Ignores this subscription until reactivation
Donor email	No automatic email — up to you to notify the donor if necessary
Duration	Unlimited — can stay paused as long as desired
Available actions	Reactivate, Cancel permanently
Possible exits	→ In progress (reactivation), → Completed (cancellation)

→ See Pause and Reactivate

Completed (Purple)

Final and definitive state of a subscription — either it fulfilled its duration, or it was canceled.

Characteristic	Detail
When do we reach it?	Manual cancellation, OR direct debit limit reached (nb months), OR cumulative cap reached (max €)
Nightly task	Ignores this subscription permanently
Cancellation date	Recorded in the record (canceledAt)
Mandate or card	Revoked on the platform side — no further direct debit possible
Issued tax receipts	Preserved — remain valid and accessible
Available actions	None — read-only
Possible exits	None — it is definitive. To resume a recurring donation, create a new subscription

→ See Cancel a subscription

Special cases

Difference between Interrupted and Expired card

Both are red, but they differ in their cause:

Criterion	Interrupted	Expired card
Cause	3 direct debit failures (provision, bank refusal, revoked mandate…)	Card expiration date passed
Method	Card OR direct debit	Card only
Detection	After failed attempts	Before attempt, at verification
Recovery	Depending on the reason (update link or new mandate)	New card link only

Automatic switch at the time of creation

When you create a subscription, the first direct debit is immediate (for cards) or scheduled (for direct debits). Depending on the result:

• Success → In progress status
• Immediate failure (card refused, invalid mandate…) → the subscription is generally not created: Unisoft shows an error and asks you to try again

Paused status after refund

This is a frequent case: you refund a direct debit from a subscription → Unisoft proposes pausing → you accept → the subscription moves to Paused.

The subscription stays paused indefinitely until you reactivate or cancel it. It is the admin's responsibility to decide on the next step after consultation with the donor.

Summary table of actions per status

Action	In progress	Interrupted	Expired card	Paused	Completed
View the details	✅	✅	✅	✅	✅
View child payments	✅	✅	✅	✅	✅
Pause	✅	❌	❌	❌	❌
Reactivate	❌	❌	❌	✅	❌
Copy the update link	❌	✅	✅	❌	❌
Cancel permanently	✅	✅	✅	✅	❌
Receive a direct debit	✅	❌	❌	❌	❌

Going further

• Understand a subscription — fundamental concepts
• View the details of a subscription
• Manage an expired card
• Handle direct debit failures