View my subscriptions
The Recurring payments screen is your daily dashboard for subscription management. It groups all active, paused, interrupted or completed commitments, and lets you supervise the Unisoft autopilot.
Access the list
- 1
Open the Finance menu
In the left sidebar, expand the Finance section.
- 2
Click on “Recurring payments”
The screen opens on
/app/paiements/recurrentwith the In progress tab displayed by default — it is the most useful view daily.
The status tabs
At the top of the list, seven tabs categorize subscriptions by their status. Each tab displays a counter in parentheses to instantly identify the volumes.
| Tab | Color | What is contained in this tab? |
|---|---|---|
| In progress | Green | All active subscriptions with automatic billing |
| Last payment | Orange | The final scheduled installment to check |
| Payment failed | Red | A failed attempt whose reason needs to be reviewed |
| Manual intervention | Red | Subscriptions that are blocked and require intervention after a failure or dispute |
| Expired card | Red | Subscriptions that are paused because of an expired card |
| Paused | Orange | Subscriptions manually suspended by an administrator |
| Completed | Violet | Subscriptions that have reached their end date (either the planned duration has passed or they were canceled) |
Read the columns of the table
Each row corresponds to a parent subscription. The columns display:
| Column | Information |
|---|---|
| Donor | Contact name, link to their profile |
| Amount | Sum charged each month |
| Method | Bank card or Direct debit (with icon) |
| Platform | Stripe, GoCardless, PayGreen… |
| Reason | Subscription type and linked entity (campaign, pledge, fund, booklet, cash account) |
| Tax receipt | Indicates whether a tax receipt is generated at each direct debit |
| Creation date | Date when the donor subscribed |
| Next direct debit | Date scheduled for the next installment (only for In progress) |
| Status | Colored badge indicating the status |
Click on a column header to sort the list (by amount, date, donor…).
The indicators at the top of the page
Above the table, several key indicators update automatically according to the active filters:
- Number of subscriptions in the selection
- Total monthly planned — sum of the monthly amounts (e.g., if you have 30 subscriptions at 50 €, the total monthly planned is 1,500 €)
- Amount already collected — sum of successful direct debits since creation
These figures give you an immediate view of your community's recurring volume.
Search for a subscription by donor
To find all the subscriptions of a specific donor:
- 1
Open the search bar
At the top of the table, click in the Search a contact field.
- 2
Type the name
Type the first letters (e.g. "Coh" for Cohen). Unisoft proposes matching contacts.
- 3
Select the contact
Click on the correct contact. The list filters to show only their subscriptions.
View the details of a subscription
To open the complete record of a subscription, click on the eye icon on the right of the row or directly on the row. A side panel opens with all the detailed information: direct debit, billing, history, available actions.
→ View the details of a subscription
Global actions (top right)
| Action | Description |
|---|---|
| Add a subscription | Manually enter a new subscription. See Create a subscription |
| Advanced filters | Open the detailed filter panel. See Filter subscriptions |
| Export | Download the filtered list in Excel format. See Export subscriptions |
| Create a message campaign | Send a group email to all donors of the filtered list (useful for expired cards for example) |