Subscriptions

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Overview

The Subscriptions module powers recurring billing in Ecrypt. Use it to charge customers automatically on a defined cadence — daily, weekly, monthly, quarterly, annually, and more — using either their saved credit card or ACH account. Subscriptions support optional installment plans, automated email receipts, “skip first payment” trials, and full lifecycle management including pause, cancel, edit, and early payment. Key capabilities:

• 11 built-in billing cycles ranging from Daily to Annually, including semi-monthly variants
• Use an existing Customer Vault record or create a new customer inline
• Credit card or ACH as the recurring payment method
• Installment billing with a configurable number of payments
• Pause, cancel, edit, or charge a subscription early at any time
• Real-time KPIs (Successful Payments, New Subscriptions, Declined Payments) with period-over-period change
• Full payment history per subscription and aggregated across all subscriptions

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Navigation

Subscriptions lives in the left sidebar under APPS → Subscriptions, which expands to three sub-sections: Subscriptions can also be created from the sidebar’s ACTIONS → Add Subscriptions quick action.

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Subscriptions → Dashboard

The Dashboard opens with three KPI cards and a date-filtered table of upcoming subscription payments.

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KPI Cards

Each card shows a count plus an arrow indicator and percentage compared to the previous 7-day period. The colored percentage indicates change versus PREV. 7 DAYS — green up-arrow for increase, red down-arrow for decrease.

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Date Range Selector

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Filter Panel

Click FILTERS to expand the filter bar; CLEAR FILTERS resets it. An active filter chip appears next to Filter By: (e.g., “Next Payment Date range : 05/21/2026 - 05/27/2026”).

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Upcoming Payments Table

Clicking any row opens the Subscription Detail panel (see below).

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Subscription Detail Panel

Clicking a subscription row anywhere in the Subscriptions module opens a comprehensive detail panel.

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Header

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Info Row Chips

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Card Visual

A large card-shaped panel shows:

• Customer name (e.g., JJ TEST)
• Payment Amount (large dollar amount)
• Card Number (masked, e.g., 543111******1111)
• Date (expiration MM/YY)
• Card brand logo (MasterCard, Visa, etc.)

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Body Sections

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Left Panel — MENU & ACTIONS

The left sidebar of the detail panel groups actions into three buckets: MENU ACTIONS (general transaction actions) ACTIONS FOR SUBSCRIPTIONS (subscription lifecycle)

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Edit Subscription Form

Opened from the Edit Subscription action. The right side shows a live Pricing Summary (Amount, Estimated tax, Surcharge, Total).

Note: A warning banner appears for debit cards: “Surcharge removed. Debit cards are not eligible for surcharge fees.”

Click EDIT SUBSCRIPTION to save changes.

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Pause / Cancel / Pay Early Confirmation Panels

These three actions each open a confirmation panel showing the subscription summary (status badge, billing badge, next payment date, subscription ID, info row chips, subscription amount, card details, subscription info) plus a single primary button:

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Subscriptions → Payments

A table of every recurring charge attempt — both successes and declines — across all subscriptions.

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Columns

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Filter Panel

The Filter By dropdown supports filtering on any column: Workflow: select Filter By → choose Filter Type (equals, greater than, contains, etc.) → enter Value → + ADD FILTER (to stack) → APPLY FILTERS. Clicking any row opens the same Subscription Detail panel described above.

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Subscriptions → All Subscriptions

The master list of every subscription, scoped by status.

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Status Filter Tabs (top right)

A PAYMENTS button (top right, blue) jumps to the Subscriptions → Payments view.

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Columns

The Filter By: chip shows the active status filter (e.g., “Status equals : Active”) and can be cleared via the red X.

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Creating a Subscription — Add Subscriptions Action

Available in the sidebar under ACTIONS → Add Subscriptions (or by URL ?actions=add-subscriptions).

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Step 1 — Choose Customer

The modal opens with the question “Is this a new or existing customer?”

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Step 2 — Build the Subscription

After selecting a customer, the full subscription form appears.

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Billing Cycle (required)

Dropdown with 11 options:

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Core Fields

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Payment Method

The customer’s existing wallet cards are shown as a tile with an UPDATE badge. The Billing Address below shows with an UPDATE link. To add a new card or ACH account, click + ADD NEW PAYMENT METHOD to expand: (Switching to ACH replaces card fields with Name On Account, Account Number, Routing Number.) Click CANCEL ADDING NEW PAYMENT METHOD to collapse the form.

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Subscription Options

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Pricing Summary (right panel)

Updates in real time as you change Amount and Tax:

• Amount
• Estimated tax
• Surcharge
• Total (large, highlighted)

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Submit

Click ADD SUBSCRIPTION (large blue button) to create the subscription. The new record appears immediately in All Subscriptions and is included in the next Dashboard refresh.

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Tips & Best Practices

Choosing the Right Billing Cycle. Use Semi-Monthly variants (1st & 15th or 15th & Last) for payroll-aligned subscriptions. Use Monthly (1st) or Monthly (Last) when you need charges to land predictably on the same day each month rather than 30 days from the start date. For consumer subscriptions, Monthly or Annually is the most common. Installments vs. Open-Ended. Leave Installments unchecked for ongoing subscriptions (gym memberships, SaaS). Check Installments and set Number of Installments to convert a large one-time charge into a fixed payment plan (e.g., $1,200 over 12 monthly installments of$100). Skip First Payment for Trials. Combine Skip First Payment with a future Next Payment Date to implement a free trial. Billing begins on the next scheduled cycle date. Pause vs. Cancel. Pausing keeps the subscription record and payment method intact so you can resume later. Cancel is permanent — if the customer returns, you’ll need to create a new subscription. Pay Early for Catch-Up. Use Pay Early when a customer wants to settle their next installment ahead of schedule, or when you need to recover a previously declined charge without waiting for the next cycle. Watching Declined Payments. The Declined Payments KPI on the Dashboard is your early warning for failing recurring charges (expired cards, insufficient funds, fraud blocks). Drill into Subscriptions → Payments and filter Status = Declined to triage. Date Range for the Dashboard. The default 7-day window is great for daily ops. Widen the range to 30 or 90 days during monthly retention reviews or churn analysis. Editing the Card Without Recreating the Subscription. Use Edit Subscription → Update on the card tile (or + Add New Payment Method) when a customer’s card is replaced or expired. The subscription continues uninterrupted. Sortable Created Date. In All Subscriptions, the Created Date column header has a sort arrow. Click to flip between newest-first and oldest-first to spot recent signups or long-tenured customers. Transaction History Shortcut. The Transaction History menu item inside the detail panel takes you to Subscriptions → Payments filtered to that subscription’s charges — handy for explaining a billing dispute to a customer. Surcharge & Debit Cards. Ecrypt automatically removes surcharge fees for debit cards (a banner warns you in the Edit Subscription form). Don’t try to override this — surcharging debit cards violates card network rules in most US jurisdictions.