Orders, Subscriptions, and Transactions
11 articles30 explained images
Payments - What Is Listed on the Subscriptions Page?
Payments • Subscriptions • Billing Payments - What Is Listed on the Subscriptions Page? The Payments Subscriptions page gives you one place to review recurring subscriptions created through supported payment and…
7 min1Subscription & Refund trigger for payments
With additional triggers around payments, business users have more control over automations built around lead conversion processes. Along with the current support for Payment Received, Order Submitted trigger and…
1 min4Subscription Settings - Failed Payment Retries
TABLE OF CONTENTS What is Failed Payment Retry Configuration? Key Benefits of Failed Payment Retry Configuration How to Configure Failed Payment Retries Example Scenario Supported Payment Providers Frequently Asked…
3 min3Pause and Resume Subscriptions
Our flexible ‘Pause and Resume Subscription’ feature gives customers the freedom to temporarily pause one of their subscription whenever they need, without having to cancel it entirely. This ensures they won’t lose…
1 min6Import Transactions and Orders using CSV files
This article will show you how to import historical transactions and orders into your GHL Customer Care sub-account using CSV files. This allows businesses to centralize financial data from external platforms, keep dashboards…
2 min2How to Modify Existing Subscriptions
Overview Subscriptions can be updated to reflect changes in products, quantities, or subscription start / end dates . This helps manage customer needs without cancelling and recreating subscriptions, while keeping…
4 min6Shipping Profiles: Custom Shipping Rates and App Integrations
Shipping Profiles in GHL Customer Care let you set flexible, product-specific shipping rates across your store. Use them to charge accurate shipping costs for different types of products or app integrations, while a…
4 min5Export or Download Transactions as CSV
This document explains how to export transaction records, how the export file is delivered, and how to interpret the CSV format — including multiple line items per transaction. Overview The Transactions CSV Export…
6 minExport or Download Orders as CSV
This help guide explains how to export Orders records into a CSV file for reporting, reconciliation, financial analysis, fulfillment, and product performance tracking. Overview The Orders CSV Export feature allows you…
4 minExport or Download Subscriptions as CSV
This help document explains how to export Subscriptions into a detailed CSV file for compliance, revenue analytics, retention monitoring, and billing management. Overview The Subscriptions CSV Export feature allows you…
5 minIn-App Cancellation for Reselling Subscriptions
GHL Customer Care’s In-App Cancellation for Reselling Subscriptions allows subaccount users to view and cancel eligible resold add-on subscriptions directly from Settings > Billing > Subscriptions. This gives users a…
5 min3