View the details of a subscription
The side details panel is the 360° view of a subscription. It groups everything you need to know: who pays, how, since when, with what success, and which actions are available.
Open the details panel
- 1
Locate the subscription in the list
From the Recurring payments screen (
/app/paiements/recurrent), find the corresponding row via search, tabs or filters. - 2
Click on the row or on the eye icon
On the right of each row, the eye icon opens the panel. Clicking elsewhere on the row also works.
- 3
The panel opens on the right of the screen
It takes about a third of the width. You can continue to see the list on the left.
The sections of the panel
The panel is organized into four information blocks, in this order:
1. Direct debit information
This is the central block, which summarizes the contract:
| Field | Detail |
|---|---|
| Monthly amount | Sum charged each month |
| Method | Bank card or Direct debit |
| Platform | Stripe, GoCardless, PayGreen… |
| Reason | Type (Main cash register, Campaign, Pledge, Fund, Booklet, Form) and linked entity |
| Creation date | Day the subscription was signed up |
| Next direct debit | Date scheduled for the next deadline (only if In progress) |
| Number of direct debits | Number of planned months, or Unlimited if no limit |
| Cap | Maximum total amount not to exceed, or None if no cap |
| Status | Colored badge (In progress, Paused, Interrupted, Expired card, Completed) |
2. Billing information
This block recalls the details used for tax receipts and billing:
| Field | Detail |
|---|---|
| Donor | Full name, link to the contact profile |
| Type | Personal (individual) or Professional (business) |
| Address to which confirmation emails and tax receipts are sent | |
| Phone | If filled in |
| Address | Full billing address |
| Company name | For businesses |
| Company ID | For businesses |
3. Additional information
Depending on the payment method, this block displays:
If method = Bank card:
| Field | Detail |
|---|---|
| Brand | Visa, Mastercard, American Express… |
| Last four digits | E.g. ****1234 |
| Expiration date | MM/YY format |
If method = Direct debit:
| Field | Detail |
|---|---|
| Mandate identifier | Unique reference of the GoCardless mandate |
| Signature date | Date of validation of the mandate by the donor |
And at the bottom of the block:
- Tax receipt: indicates whether each direct debit automatically generates a tax receipt
- Annual tax receipt: indicates whether an annual cumulative summary is generated at year end (depending on the country)
- Comment: internal note entered at creation (reference number, special context…)
4. Payment history
This last block lists all the child payments generated by this subscription, from most recent to oldest.
For each row:
| Information | Detail |
|---|---|
| Date | Day of the direct debit |
| Amount | Sum charged |
| Status | Validated, Refunded, Failed… |
| Tax receipt | Direct link to the PDF if generated |
Click on a payment to open its full record in the Payments module.
→ View payments generated by a subscription
Actions available in the panel
Depending on the status of the subscription, action buttons appear at the bottom of the panel:
| Current status | Visible actions |
|---|---|
| In progress | Pause, Cancel permanently |
| Paused | Reactivate, Cancel permanently |
| Interrupted | Copy the payment link, Cancel permanently |
| Expired card | Copy the update link, Cancel permanently |
| Completed | (read-only, no action) |
See the detail of each action:
Close the panel
Click on the cross × at the top right of the panel, or click in the grayed-out area of the list on the left. The panel closes and you return to the list.