> For the complete documentation index, see [llms.txt](https://docs.navigaglobal.com/naviga-subscribe/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.navigaglobal.com/naviga-subscribe/csr-user-guide/csr-introduction/matrix-only/billing-and-payment-management.md).

# Billing and payment management

This guide explores the payment and billing management functionality of the SubCon Admin Portal. It describes and provides instructions for each feature of the **payment/billing** tab. You can:

* view a subscription's billing status, saved payment methods, and transactions
* make payments and update payment methods
* opt subscriptions into automatic renewal (auto-renew)
* switch auto-renew subscriptions back into invoices

**Tip**: To quickly show an accounts current balance, select the show balance button in the upper right corner. If the displayed number is negative, the account is past due.

## Navigation

To view the **payment/billing** tab, perform a [subscription search](/naviga-subscribe/csr-user-guide/csr-introduction/subscription-search.md), and then select the **payment/billing** tab.

![](https://976659993-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MHtWY24ZsNeJjetCpNF%2F-MOrU-prKADl-lSrutXi%2F-MOrUIt77zgCXepLU_E2%2Fbilling_tab.gif?alt=media\&token=771febb0-f5a3-49df-b4ea-8cae96ae1fb8)

## Grids

### Status Details

The **status details** section of this tab displays information about a subscription's status. These values are processed in real-time. The source column indicates which database the values come from, either Subscribe or Circulation.

| Term or phrase         | Description                                                                                                                                    | Source      |
| ---------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------- | ----------- |
| Auto-renew             | Indicates whether the subscription is enrolled in automatic payment renewal. Values can be either `Yes` or `No`.                               | Subscribe   |
| Current payment method | The last four digits of the credit card number. **Note**: Will always be a credit card.                                                        | Circulation |
| Expiration date        | The date at which the subscription expires (`MM-DD-YYYY`). **Note**: Currently, paid through date and expiration date will always be the same. | Subscribe   |

## Payments

View this [workflow](/naviga-subscribe/additional-resources/workflows/make-a-payment-workflow.md) for a visual representation.

### **Make a payment**

You can make one-time payments only on subscriptions not currently enrolled in auto-renew. 

You can only make one payment every 24 hours.

To make a payment:

1. Select the **make a payment** button.
2. Choose a payment term and rate.
3. Confirm whether the subscriber wishes to add a tip. 
4. Confirm whether the subscriber wishes to enroll in auto-renew. If so, check the **auto-renew** box. The activation fee is a flat rate charged each time a payment is made. The fee amount is configurable in the Subscribe database.
5. Confirm the disclaimer text to the subscriber and select **pay with credit card**.
6. Enter the credit card details and select **submit**. The request is processed in real-time with the circulation system.

## Auto-renew

This section covers: 

* Opting a subscriber into auto-renew
* Updating the payment method of a subscriber who has opted into auto-renew
* Returning a subscriber to an invoice method from auto-renew

View this [workflow](/naviga-subscribe/additional-resources/workflows/auto-renew-workflows.md) for a visual representation.

### **Opt into auto-renew**

You cannot opt a subscription into auto-renew if a payment has been made in the last 24 hours.

To opt a subscription into auto-renew:

1. Select the **auto-renew sign up** button. The sign up form appears.
2. Confirm a payment term with subscriber. `Term` is the number of weeks per billing cycle. `Total payment` is the amount due today.
3. Confirm the disclaimer text to the subscriber and select **pay with credit card**.
4. Enter the credit card details and select **submit**. The request is processed in real-time with the circulation system. 

The new payment method will appear in the saved payment methods grid after selecting the refresh button.

### **Update a payment method**

You can update the payment methods only of subscriptions in auto-renew.

This feature allows you to update a payment method (e.g. switching credit cards) or change a payment method (e.g. switch from a credit card to a bank account).

To update or change a payment method:

1. Select the **update payment method** button. The feature appears.
2. Confirm the disclaimer text with the subscriber.
3. Determine if the subscriber will update or change their payment method. If only updating, select the **continue with…** button. If changing, select the **switch to…** button.
4. Fill in the new payment’s information.
5. Select either **submit** or **save**, depending on which option the subscriber chose. The updated payment information is processed in real-time with the circulation system.

The new payment method will display in the payment method grid on the next published day.

### **Switch to invoice**

To switch to invoices:

1. Select the **switch to invoice** button.
2. Confirm the disclaimer text with the subscriber.
3. Select **submit**. The updated information is processed in real-time with the circulation system.