Filter subscriptions
The advanced filters panel lets you precisely target the subscriptions that interest you: by amount, by platform, by period, by tax receipt type… Combine several filters to get a precise view in a few seconds.
Open the filter panel
- 1
Open the Recurring payments screen
Finance menu → Recurring payments (
/app/paiements/recurrent). - 2
Click on “Filters” at the top right
A side panel opens on the right with all the available criteria.
Available filters
Tax receipt
| Option | Selects… |
|---|---|
| Yes | Subscriptions that generate a tax receipt at each direct debit |
| No | Subscriptions without automatic tax receipt |
| (empty) | All |
Typical use: isolate the subscriptions concerned by the annual tax declaration.
Payment method
| Option | Selects… |
|---|---|
| Bank card | All subscriptions paid by card (Visa, Mastercard, etc.) |
| Direct debit | All subscriptions paid by direct debit (SEPA, Bacs, ACH) |
Typical use: analyze the card vs direct debit split, or identify the subscriptions concerned by a procedure specific to one method.
Platform
Multi-select filter: tick one or more platforms.
| Platform | Area |
|---|---|
| Stripe | International |
| PayGreen | France |
| PayPal | International |
| GoCardless | Europe, United Kingdom |
| Cardcom, Cardcom Bit | Israel |
| Authorize.net | United States, Canada |
| Axepta | Germany, Europe |
| Payme, HYP | Israel |
Typical use: isolate all the subscriptions of a platform for audit, migration or performance comparison.
Association (multi-organizations)
If your account manages several associations, this filter lets you select the associations to include in the view.
Typical use: for community groups, see separately the subscriptions of each association.
Amount range
| Field | Detail |
|---|---|
| Minimum amount (€) | Includes subscriptions whose monthly amount is ≥ to this value |
| Maximum amount (€) | Includes subscriptions whose monthly amount is ≤ to this value |
Typical use:
- Identify the large recurring donors (minimum 100 €)
- Spot small subscriptions that could be increased (max 10 €)
Creation date range
| Field | Detail |
|---|---|
| From | Start date of the period |
| To | End date of the period |
Typical use:
- Count the new subscriptions signed up this quarter
- Analyze the effect of a campaign on signups in the past month
Combine several filters
The filters add up: a subscription only appears in the list if it satisfies all the active criteria.
Example 1 — GoCardless direct debit audit
Goal: see all automatic direct debits above 50 € created this year.
| Filter | Value |
|---|---|
| Method | Direct debit |
| Platform | GoCardless |
| Minimum amount | 50 € |
| Creation date | 01/01/2026 → 31/12/2026 |
Example 2 — Large recurring donors
Goal: spot the donors who contribute significantly each month to thank them personally.
| Filter | Value |
|---|---|
| Method | (all) |
| Minimum amount | 100 € |
| Tax receipt | Yes |
Example 3 — Old subscriptions to win back
Goal: identify subscriptions created more than 3 years ago (so with a card probably renewed several times).
| Filter | Value |
|---|---|
| Method | Bank card |
| Creation date | To: 17/05/2023 |
Combined with the In progress tab, you get the list of long-time loyal donors.
Combining filters and status tabs
The filter panel does not replace the status tabs — it complements them. A filter applies within the active tab.
Combined example: Expired card tab + Minimum amount 50 € filter → you see the large subscriptions blocked by an expired card, to handle as a priority.
Clear the filters
To quickly clear all active filters:
- 1
Click on “Reset”
In the filter panel, at the top.
- 2
All criteria are emptied
The list once again shows all subscriptions of the active tab.
Filter persistence
Filters are kept during your session: if you change tabs or if you open the details of a subscription then come back, your filters remain active. They are not kept if you close the browser or log out.