Clientish Documents
Step-by-step guides for every module, from your first workspace to proposals, billing, support and automation.
Subscriptions in the Portal
What clients see for recurring services, and when they can cancel.
Clients see their recurring services on the Subscriptions page, pay the next bill and, if you allow it, cancel.
Overview
This guide covers the Subscriptions list, its actions and the settings that control them.
Who Can Access
Client
The Subscriptions List
- Tabs: All, Awaiting payment, Active, Past Due and Canceled.
- Columns include the service, amount, payments made, status, last payment and next payment.
- Search, and filter by service, last payment or next payment date.
Subscription Actions
- Pay now when a payment is waiting.
- View details, View invoice and Download invoice.
- Cancel subscription, see below.
Cancelling
- Clients can cancel only when Allow clients to manage subscriptions and Enable subscription and recurring billing for clients are both on.
- Only active subscriptions can be cancelled.
- If a paid period is still running, the subscription ends at the end of that period.
Request New Work
On some subscriptions, the details page shows Request new work. The client writes what they need (up to 2,000 characters) and a new order is opened for it.
Frequently Asked Questions
Why can’t my client cancel?⌄
Check the two settings above. Subscriptions that are not active can’t be cancelled.
Does a saved card renew the subscription by itself?⌄
No. The client pays each bill from the portal.