You can use Portal to view and update existing subscriptions.
View subscription using transaction search
You can search for subscriptions using the “Transactions” page.
Before you perform a search for a subscription, you will need to ensure you have specified the following search criteria:
- Change “Stored searches” to “Active subscriptions”.
- Using the "Date" drop-down, select a valid date range in the future, within which you expect the next subscription payment to be processed.
When you’re ready, click “Search” to process the query.
- Ensure the date range you select covers the date the next subscription is due to be processed.
- Click the “Advanced” button, and ensure the following filters are selected:
- From within the “Request Type Description” panel, ensure that only “SUBSCRIPTION” is selected.
- From within the “Transaction Active” panel, select the relevant statuses (or “ALL” if required).
- Click "Apply" to save any changes to your filters.
- Click “Search“.
The results are shown in the form of a table.
For each subscription, only the next scheduled payment will be shown in the search results. Any subsequent payments scheduled in the subscription engine will not be displayed.
Clicking the reference of a subscription from the left-most column will display information regarding the request. These will be displayed in a new tab.
View subscription details
When viewing information regarding a subscription, the status can be clearly identified using the colour-coded banner across the top of the page.
The possible states of a subscription are as follows:
| Status | Description |
| Currently pending | Subscription will become active when the initial authorisation is settled (status “100”) |
| Currently active | Subscription will process a payment on the date specified in the Timestamp field |
| Completed | Subscription will NOT process further payments (unless Final number is raised in an update) |
| Inactive | Subscription will NOT process further payments (unless manually updated to “Active”) |
| Stopped | Subscription will NOT process further payments |
The following subscription-specific fields are also visible. These are described as follows:
| Field | Description |
| Subscription begin date | Date in YYYY-MM-DD when the first automated subscription payment is processed. |
| Subscription frequency | How frequently subscription payments are processed. (e.g. One payment every 7 days would be denoted as “7 DAY”. |
| Subscription type | This field indicates the type of subscription to be processed:
*Installments are supported for merchants with a Trust Payments acquiring account. If you are using a different acquiring bank, you will need to contact our Support Team to check this feature is supported before proceeding. |
| Subscription number |
In the format “aa/bb”, where aa represents the number in the sequence for the next automated subscription payment and bb represents the total number of payments to be processed over the course of the subscription. e.g. “7/12” indicates the automated subscription payment would be the 7th payment out of a total of 12. Note: If aa has exceeded bb, (e.g. “13/12”) this indicates that no more subscription payments will be processed, because the previously-defined total number of payments has been exceeded. |
To view all scheduled subscription payments in the sequence, click the “Related” tab.
Upcoming payments can be viewed by scrolling upward. Past payments can be viewed by scrolling downward.
Update subscription
To update a subscription, start by finding the subscription you would like to update by using the steps outlined above.
Step 1: Click the “Update” button at the bottom of the page.
Step 2: On the “Update transactions” page, click the + icon to display the fields that can be edited.
Updating an active subscription
Step 3: Modify the desired fields from those displayed on-screen.
On this page, it is possible to update the billing details, in addition to the subscription fields listed in the table, below:
| Field | Summary |
| Authorised amount | The amount that is processed for the customer each month. |
| Active | This value represents whether or not a subscription is active.
Caution: Upon activating a pre-existing subscription, all payments that would have been taken during the period the subscription was pending or inactive are immediately processed. e.g. If a £10/month subscription is pending or inactive for four months and then enabled, four £10 payments will be processed in the next settlement run (usually within the next 24 hours). |
| Final subscription |
This represents the position of the last payment in a series of subscription payments. Once this number has been reached, no further payments will be processed. e.g. If the final subscription number is 12, no further payments will be processed after an automated subscription payment assigned with number 12. Subscriptions can be allowed to carry on indefinitely by setting the final subscription number to ‘0’. Caution: If increasing the final subscription number of a completed subscription, all payments that would have been taken if the subscription had been allowed to continue, are immediately processed. e.g. If a £10/month subscription has completed, and five months after completion, the final subscription number is raised by five, five £10 payments will be processed in the next settlement run (usually within the next 24 hours). |
| Subscription unit | This is the unit of time to use, e.g. “DAY”, “MONTH”. |
| Subscription frequency |
This is the number of units that should occur before the next automated payment is processed. It represents the gap between each payment in a subscription. E.g. If the unit is DAY and the frequency is 7, an automated payment will be processed every 7 days. |
Step 4: Click the “Update” button at the bottom of the page to submit the changes. The browser will display a success message to confirm the changes have been performed correctly.
