Subscriptions & Invoices

The Subscriptions section 🆓

This is the heart of the dashboard. Customers see each of their subscriptions with:

• The plan and status (Active, Free Trial, Grace Period, Expired, etc.).
• Renewal / expiry information (“Renews in…” or “Ends in…”).
• Their license details and where it’s activated (allowed sites).
• Actions, depending on what you’ve enabled on the product:
  • Cancel the subscription (if Allow Cancellation is on — Pro).
  • Upgrade / switch plan (if Allow Upgrades is on — Pro).
  • Renew (link to re‑purchase, useful for manual renewals).

While a free trial is running

A subscription on a free trial shows a Free Trial badge, plus:

• the trial end date and how many days remain;
• the next payment date — the first charge, which is not taken before then;
• whether a payment method is on file, with an Add Payment Method button when none is.

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The Invoices section

On Pro, customers get an Invoices tab listing their WooCommerce orders with:

• Invoice number, date, status, and total.
• A Download PDF button that generates a branded invoice.

The PDF design (company details, colors, texts) is controlled by you under Settings → PDF Invoice Template. See PDF Invoice Template.

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How customers use it

View a subscription

1. The customer logs in and opens your dashboard page.
2. They select the Subscriptions section to see status and renewal info.

Cancel or upgrade (Pro)

1. If enabled, they click Cancel or Upgrade Plan.
2. Cancellations keep access until the paid period ends; upgrades follow the paths you defined. See Cancellations and Plan Switching & Upgrades.

Download an invoice (Pro)

1. They open the Invoices section.
2. They click Download PDF next to any order.

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Tips & Best Practices

• Enable only the self‑service actions you want. Turn on Allow Cancellation and Allow Upgrades per product to control what customers can do themselves.

• Brand your invoices. Set your company details and colors in the PDF Invoice Template so downloads look professional.

• Set an Upgrade URL so the upgrade/renew button leads customers straight to the right product.

• Explain statuses. Clear status labels reduce “is my subscription active?” support messages.

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Frequently Asked Questions