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 | Details |
|---|---|
| Monthly amount | Amount deducted each month |
| Method | Credit card or direct debit |
| Platform | Stripe, GoCardless, PayGreen… |
| Reason | Type (Main cash register, Campaign, Promise, Fund, Booklet, Form) and related entity |
| Creation date | Day when the subscription was signed up |
| Next deduction | Scheduled date for the next payment deadline (only if In progress) |
| Number of deductions | Number of planned months, or Unlimited if there is no limit |
| Limit | Maximum total amount not to be exceeded, or None if there is no limit |
| Status | Colored badge (In progress, Paused, Manual intervention, 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 | Available Actions |
|---|---|
| In progress | Pause, Cancel permanently |
| Paused | Restart, Cancel permanently |
| Manual intervention | Copy payment link, Cancel permanently |
| Expired card | Copy update link, Cancel permanently |
| Completed | (Read-only, no actions available) |
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.
Dates and recovery actions
The record shows the Last payment received, the bank withdrawal that is still In progress, the next due date, and, when it can be calculated, the date of the last scheduled withdrawal.
The reason for a Stripe failure and the Disputed direct debit status help identify the necessary action. Remind the donor can prepare an email follow-up or a WhatsApp message for you to send yourself. Check the current statuses and the payment failure records.