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Subscription Management

The Subscriptions page shows all recurring billing arrangements with your customers.
Subscriptions List

Subscription List

View all subscriptions in a detailed table:

Subscription Statuses

Active

Subscription is live and billing normally.

Trialing

Customer is in free trial period.

Past Due

Payment failed, awaiting retry.

Canceling

Cancellation requested, active until period end.

Expired

Subscription has expired.

Canceled

Subscription has been terminated.

Billing Intervals

Filtering Subscriptions

Subscription Details

Click on a subscription to view:

Overview

  • Subscription ID
  • Status and status history
  • Product details
  • Pricing and currency
  • Billing interval

Billing Info

  • Current period start/end
  • Next billing date
  • Payment method on file
  • Billing history

Customer

  • Customer email
  • Account details
  • Other subscriptions from same customer

Payment History

  • All charges for this subscription
  • Successful and failed attempts
  • Refunds

Cancellation Record

Lists each cancellation on this subscription, newest first. Store-wide breakdown: Cancellation Reasons.

Plan Change Markers

A plan change closes one order and opens another, so the history spans two records. The Dashboard links them rather than leaving two unrelated rows. Follow either marker to move between the orders before and after the change.

Managing Subscriptions

Cancel Subscription

1

Open Subscription Details

Click on the subscription you want to cancel.
2

Click 'Cancel Subscription'

Find the button in the actions menu.
3

Confirm Cancellation

Cancellation takes effect at the end of the current billing period. The subscription enters “Canceling” status until the period ends, then becomes “Canceled”.
The customer retains access until the end of their current paid billing period.

Simulate a Renewal (Test Mode)

Test subscriptions carry two extra buttons in the detail drawer, next to “Cancel Subscription”. They advance the subscription by one billing period so you can see what your integration receives when the next charge succeeds or fails — no waiting for the real due date, and no help from support.
1

Switch to Test Mode

The buttons only exist for test subscriptions. Live subscriptions never show them, and the API rejects live requests regardless.
2

Open a subscription in Active, Trialing or Past Due status

Canceled, terminated and expired subscriptions have no next period, so the buttons are not offered.
3

Click 'Simulate renewal success' or 'Simulate renewal failure'

Failure always asks for confirmation first; success runs immediately. Both buttons are disabled while a request is in flight.
4

Refresh after a moment

The click only triggers the simulation. The new payment, the new status and the webhook delivery arrive asynchronously from the payment provider.
Simulated failures accumulate and the last step is irreversible: two failures in a row terminate the subscription (active —> past_due —> canceled) and it cannot be restored. Each click advances exactly one period; there is no rewind, reset or “advance N periods”.
Payments produced by a simulation are test data — they never enter settlement, balance or payouts.

Resume Subscription

A subscription in Canceling can be resumed before its period ends — it returns to active and renews as usual, with no new charge. This is a customer action, taken in the Customer Portal. There is no Dashboard button for it.

Subscription Metrics

Statistics Cards

MRR Calculation

MRR is calculated from all active subscriptions:

Failed Payments

When a renewal charge is not collected:
  1. Status changes to Past Due
  2. The customer is emailed a Subscription past due notice
  3. Collection is retried according to the dunning policy
  4. If recovery does not succeed, the subscription ends
past_due is a recovery state, not an immediate termination — access can continue while the customer sorts out their payment method. See Renewal Recovery.
One email is sent to the customer when a renewal fails. There is no separate sequence of retry reminders or final warnings.To be alerted yourself, subscribe a recipient to Subscription past due under notification settings — it is the one event tied to revenue you have already lost.

Trial Periods

For products with trials enabled: Track trial conversions:
  • Trial → Active (converted)
  • Trial → Canceled (churned before conversion)

Platform Trial Protection

Waffo Pancake automatically tracks consumer trial history at the platform level. The actual trial days granted to a consumer may be less than the configured value if the consumer has used trials before. This prevents trial abuse without requiring any action from the merchant. For Product Groups with shared trial enabled, trial usage is shared across all products in the group.

Changing a Subscriber’s Plan

Moving a subscriber to a different plan is not done from this page yet — the Manage entry on each row is visible but disabled, marked coming soon. Two routes work today:

How plan changes work

Timing rules, proration, the API flow, and the webhook events to expect.
Payment methods cannot be updated from the Dashboard, and the platform does not send “update your card” links. A customer whose card is expiring needs a new checkout — see Payment Method.