Recurring Payment History
The Recurring Payment History page allows administrators to view payment history records related to recurring subscriptions.
This page is used only to search and review recurring payment history. Recurring subscription setup and plan management must still be done on the payment provider site.
Overview
The Recurring Payment History screen displays recurring payment results retrieved from the payment provider or synchronized into iBoard. It helps administrators verify successful payments, review payment dates, check customer information, and confirm subscription-related payment activity.
Currently, recurring billing data is mainly supported for Authorize.Net.
Summary Area
The top summary area shows the current provider, selected period, total record count, page information, and total payment amount.
| Item | Description |
|---|---|
| Provider | The payment provider used for the current recurring history search. Example: AUTHNET. |
| Period | The selected date range used to search payment history. |
| Total | The total number of payment history records returned by the current search. |
| Page | The current page number and total page count. |
| Total Amount | The total amount of the payment history records in the current result set. |
Search Payment History
Use the filter area to search recurring payment history by date range, customer, invoice, transaction, subscription token, or related keyword.
| Filter | Description |
|---|---|
| From Date | The start date for the payment history search. |
| To Date | The end date for the payment history search. |
| Search | Searches by customer name, email, invoice, transaction ID, subscription token, customer code, or other supported keyword values. |
| Page Size | Controls how many payment history records are displayed per page. |
| Search Button | Runs the search using the selected filters. |
View Options
The Payment Result area provides different ways to review recurring payment history.
| Button | Description |
|---|---|
| Grouping | Displays payment history grouped by customer, subscription, date, or another supported grouping condition. |
| List | Displays all payment history records in one flat list. |
| Multi History | Displays multiple payment history records in a broader history view when supported. |
The List view is useful when you want to check all payment history records in a single flat table. The Grouping view is useful when you need to review records by customer or subscription.
Customer List
The Customer List displays recurring payment history records in a table. Each row represents a payment result connected to a recurring subscription.
| Column | Description |
|---|---|
| Paid Date | The date and time when the recurring payment was processed. |
| Customer | The customer name connected to the recurring payment. |
| The customer email address. | |
| Customer Code | The internal customer code or customer identifier connected to the subscription. |
| Subscription | The recurring subscription ID or token from the payment provider. |
| Provider | The payment provider that processed the recurring payment. Example: AUTHNET. |
| Status | The payment result message returned by the payment provider. |
| Invoice | The invoice number or invoice reference if available. |
| Amount | The recurring payment amount and currency. |
Status Message
The Status column shows the payment provider result message. For example, a successful Authorize.Net recurring payment may display:
THIS TRANSACTION HAS BEEN APPROVED.This means the recurring payment was approved by the provider.
Recommended Workflow
- Open Admin > Billing > Recurring.
- Find the target subscription from the subscription list.
- Click History to open the payment history page.
- Confirm the provider and selected period at the top of the page.
- Set the From Date and To Date.
- Enter a customer name, email, invoice, transaction, or subscription token if needed.
- Click Search.
- Review the payment date, customer, subscription, provider, status, invoice, and amount.
- Use Grouping, List, or Multi History depending on the review purpose.
Common Use Cases
| Use Case | Recommended Action |
|---|---|
| Check whether recurring payment was approved | Search the payment history and review the Status column. |
| Find payments for a specific customer | Search by customer name, email address, or customer code. |
| Review payments for a subscription | Search by subscription ID or open History from the recurring subscription list. |
| Check total recurring payment amount | Review the Total Amount value in the summary area. |
| Review payments within a date range | Set From Date and To Date, then click Search. |
Important Notes
- This page only displays recurring payment history.
- Recurring subscription setup must be managed on the payment provider site.
- Currently, recurring data support is mainly available for Authorize.Net.
- Displayed records depend on the provider response and synchronization status.
- If expected payment records are missing, check the provider site and synchronize recurring data again.
- Invoice values may be empty if the provider did not return invoice information.
Troubleshooting
| Problem | Possible Cause | Solution |
|---|---|---|
| No payment history is displayed | The selected date range may not include any payments, or data may not be synchronized. | Expand the date range and run Sync from the recurring subscription screen if needed. |
| Expected customer is not found | The search keyword may not match the customer name, email, or customer code. | Search by another value such as email, subscription ID, or customer code. |
| Status is unclear | The provider may have returned a raw payment response message. | Review the message and compare it with the provider�s payment result documentation. |
| Invoice is empty | The provider may not have returned an invoice number for the transaction. | Check the provider site or related transaction record if invoice tracking is required. |
| Total amount does not match expected value | The current filters or date range may not include all payment records. | Check the period, page size, and search filters. |
Best Practices
- Use a clear date range before searching large payment history.
- Search by email when customer names are duplicated.
- Use the subscription ID when reviewing a specific recurring plan.
- Check the Status column before assuming that a payment was completed.
- Use the provider site as the final reference when investigating serious recurring payment issues.
- Run synchronization after provider-side changes or when records appear outdated.
Recurring Payment History is a review screen. It helps administrators confirm what happened, but recurring billing setup and provider-side subscription management must be handled through the payment provider.