Who This Is For / When to Use
This article is for businesses that:
Use recurring billing for products or services
Need visibility into subscription status, payments, and retries
Want to pause, update, or cancel subscriptions without disrupting billing history
How to Access the Subscriptions Tab
Go to Payments.
Click Subscriptions.
This page lists all subscriptions created through order forms, contacts, or manual setup.
What You Can See in the Subscriptions Tab
Each subscription row displays:
Payment provider
Subscription ID
Customer details
Source of subscription creation
Date created
Subscription amount
Subscription status
All fields are sortable and included in CSV exports.
Creating a Subscription
Subscriptions can be created in two ways.
Create from Payments
Go to Payments → Subscriptions.
Click Add Subscription.
Select a customer.
Select a product.
Choose a billing date.
Select an existing payment method or add a new one.
You can schedule subscriptions to start immediately or on a future billing date.
Create from a Contact
Go to Contacts → Contact Details.
Open Payments.
Click Actions → Create Subscription.
This method speeds up setup for existing customers.
Subscription Statuses Explained
Each subscription has a status that reflects its billing state.
Pending – First transaction failed or is held for merchant review.
Trial – Subscription is in a trial period.
Active – Last payment succeeded and future payments are scheduled.
Paused – Subscription is temporarily halted.
Unpaid – The most recent payment attempt failed.
Expired – All scheduled payments are complete.
Canceled – Subscription was canceled by the business.
Payment Retry Logic for Failed Payments
When a subscription payment fails:
Status moves to Unpaid.
The system retries the payment two additional times, each 24 hours apart.
The status remains Unpaid during retries.
If a retry succeeds, the subscription returns to Active.
If all retries fail and it was the final payment, the subscription moves to Expired.
If the payment provider is disconnected during an active subscription, retries still follow the configured retry logic.
Canceling Subscriptions
Cancellation availability depends on the payment provider.
Authorize.net – Cancel supported
Network Merchants Inc. (NMI) – Cancel supported
Stripe – Cancellation support coming soon
PayPal – Cancellation support coming soon
Cancel actions appear only when supported by the provider and subscription status.
Pausing and Resuming Subscriptions
Subscriptions can be paused from:
The subscription list
The subscription details page
Pause Options
Pause until a specific date – Automatically resumes on that date
Pause indefinitely – Must be resumed manually
During a pause:
Invoices are still generated
Invoices can be set as Draft or Void
Pause-related fields are included in the Subscriptions CSV export.
Updating an Existing Subscription
You can update active or scheduled subscriptions without canceling them.
What You Can Update
Add or remove products
Change quantities (1–1000)
Edit start date (scheduled subscriptions)
Edit end date (active subscriptions)
How to Update
Go to Payments → Subscriptions.
Click the three-dot menu.
Select Update.
Make your changes and save.
Billing schedules remain intact during updates.
Sending Customers a Payment Update Link
You can send customers a secure link to update their payment method for an ongoing subscription.
Access this option from:
The quick action menu in the subscription list
The Actions menu on the subscription details page
This helps reduce failed payments due to expired or changed cards.
Subscription Details View
The subscription details page shows:
Payment method (card brand, last four digits, expiry date)
Cancellation date (if applicable)
End date
Total completed payments
Fallback messages appear when payment data is unavailable.
Subscription Settings – Failed Payment Retries
You can customize retry behavior for failed subscription payments.
Available Settings
Up to 3 retry attempts
Retry intervals of 1, 3, 5, or 7 days
Apply changes to new and existing subscriptions
Choose final outcome:
Keep subscription Unpaid
Automatically Cancel subscription
How to Configure
Go to Payments → Settings → Subscription.
Invoice Handling for Failed Payments
You can choose whether invoices are created when subscription payments fail.
Options include:
Automatic invoice creation
Email or SMS invoice notifications
Configured under Payments → Subscription Settings.
CSV Export for Subscriptions
The Subscriptions CSV export includes:
Start and end dates
Trial periods
Payment method
Currency
Subtotals, taxes, and discounts
Coupon codes
Line item quantities and prices
Stripe and PayPal Behavior
Stripe
Subscription status syncs automatically
Payments and cancellations in Stripe reflect in Kyrios
PayPal
Upcoming payments are not synced
Subscriptions must be manually tracked
FAQ
How can I create a new subscription?
Go to Payments → Subscriptions → Add Subscription, select the customer and product, and choose a billing date.
Can I cancel a subscription from the Subscriptions tab?
Yes, for subscriptions created with Authorize.net or Network Merchants Inc. Support for Stripe and PayPal is coming.
What does the Unpaid status mean?
The most recent payment attempt failed. The system retries automatically and returns the subscription to Active if a payment succeeds.
Can customers update their payment method?
Yes. You can send a secure payment update link from the subscription actions menu.
Can paused subscriptions resume automatically?
Yes. Subscriptions paused with a resume date restart automatically on that date.
Are invoices generated during a pause?
Yes. Invoices are generated on each due date and can be marked as draft or void.
Can I change products on an existing subscription?
Yes. You can add or remove products and adjust quantities as long as billing frequency matches.
Can I export subscription data?
Yes. The CSV export includes billing, product, tax, discount, and payment details.
How do failed payment retries work?
You can configure up to three retries with flex