Track your client subscription payments and review payment history in one convenient location. See exactly how many subscriptions you're managing and their total cost.
Viewing current subscriptions
Click your business name (top-right corner).
Select Settings.
Click Subscriptions.
Navigate to the For clients tab.
Here you'll see:
Date selector.
Total number of active subscriptions.
List of clients you're paying for (including your firm's own subscription).
Total monthly cost.
Download the list as CSV.
Reviewing payment history
Want to check previous months? Use the month selector to view past periods and track payments made over time.
You can download the data as a CSV file.
FAQ
How far back can I view payment history?
You can review all subscription payments since you started managing client subscriptions.