Searching Subscriptions
Advanced Billing gives you two options for searching for subscriptions:
1) Use the quick find feature to quickly search across all your sites with just a few keystrokes. Please follow the link to the documentation to learn more.
2) Search within the Billing section to locate subscriptions/customers within your current site.
- Search Term
In the search term box, Advanced Billing gives you a number of options of how to locate a subscription. In addition to filtering by date, you may search by the following items:
- First name
- Last name
- Product name
- Customer ID
- Reference
Search by term, limitations apply
- Search by “Subscriptions”
Within the Billing section of an individual site, use the following search methods to locate a particular subscription.
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Period Ends: When you enter dates in the period that ends “From Date” & “To Date”, you are targeting the search by the next billing date.
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Period Started: Search by the date the current billing period begins
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Created: Search by the date the subscription was created on
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Activated at: Search by the date the subscription was activated on
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Canceled: Search by the date the subscription was canceled
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Trial Started: Search by the date the trial started
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Trial Ends: Search by the date the trial ended
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Updated at: Dates during which a subscription’s attributes were updated
Search by "Period Ends"
- Search by “Products”
Locate subscribers by-product by using the dropdown option labeled “Products”.
Search by "Products"
- Search by “Product Price Points”
If a product has multiple price points, you will be given the option to narrow down your subscriptions by the current price point they are subscribed to in Advanced Billing.
- Search by “Status”
Search by current subscription status. For more information on Advanced Billing states/statuses, please see the following article here.
Other available options that are not proper subscription states are pending cancellation, expired cards, pending renewal, and prepaid dunning.
Search by "Status"
- Search by “Custom Fields”
Locate subscribers by Custom Fields by first choosing one using the “Custom Field” dropdown and then putting the value in the “Custom Field Value” field/selecting one from the “Custom Field Value” dropdown, depending on the type of the Field.
Search by "Custom Field"
You might want to add additional Custom Fields filters by clicking on the plus sign button or remove them using the corresponding minus sign button.
Search by multiple "Custom Fields"
For more information on Custom Fields, please see the following article here.
Search Limitations
In the subscription tab, you may not search by the following attributes:
- Credit card name
- Billing address
- Phone
- Address information (city, state, zip, etc)
- VAT
Additionally, you may not search for multiple products or multiple statuses at one time.
Combining Filters
Feel free to combine filters to obtain the correct set of subscriptions. You’ll easily be able to combine filters such as:
- Period ends & products
- Products & status
- Period ends & status
- Period ends & products & status