Understand the active subscription
Review active and past subscriptions in the workspace and open the available billing portal for payment methods, invoices, and history. Plan changes and renewals follow the terms presented in the account's checkout.
Connect a referral to its relationship
Affiliate tools and referral links help identify the source of eligible customer signups or form submissions. Reseller and operator permissions determine which referral and customer records a user can manage.
See the commercial activity
Dedicated subscriber, transaction, commission, and payment views support the ongoing business relationship. Use the relevant view for customer subscription status or commission records rather than treating these as a general accounting ledger.
How it comes together.
- 1Review the customer or subscription
- 2Follow billing and transaction activity
- 3Inspect eligible referral earnings
Setup & availability
Prices, referral terms, and commission arrangements depend on the configured brand and account permissions.
Detailed setup instructions