Customers, Billing & Payouts Index

Find an action below, then open its guide to check when it is available and what it changes.

Customers and purchases

In the app	Use it to	Instructions
All Customers	Find a person, then open their purchases, invoices or contact details	All Customers
Subscribers	Manage an ongoing or fixed-term subscription	Manage Subscriptions
One-Offs	Manage one purchase and its payment	Manage One-Off Purchases
Instalment Plans	Check progress towards a fixed total and manage its payment schedule	Manage Instalment Plans
Upcoming, Active, Paused, Overdue, Expiring, and Expired	Find subscriptions by current status	Use the status lists
Upcoming, Active, Overdue, Completed, and Cancelled	Find instalment plans by status and distinguish completion from cancellation	Understand plan statuses
Customer Manage Link	Open an existing subscription or instalment plan for supported self-service actions	Customer Manage & Payment Links
Customer Payment Link	Open the payment flow for a particular invoice or failed one-off purchase	Customer Manage & Payment Links
Request email	Ask a customer using Apple’s hidden relay address to confirm a direct email address	All Customers

Use these actions to change an existing purchase. Editing the service’s settings usually affects new purchases.

In the app	Use it to	Instructions
Pause, Edit Pause, Resume Subscription, and Remove Pause	Pause future billing or change an existing pause	Manage Subscriptions
Schedule Cancel, Edit Cancel Date, Don’t Cancel, and Cancel	Choose or change an end date, keep the subscription going, or cancel now	Manage Subscriptions
Edit Pricing or Change Price	Change one subscriber’s future amount; ongoing subscriptions can also change billing period	Manage Subscriptions
Manage Customer Pricing	Change prices for several eligible ongoing subscribers on one service	Manage Subscriptions
Switch Service and Move Subscribers	Move one or several eligible subscribers to another subscription service	Manage Subscriptions
Edit Payment Date or Edit Start Date	Move the next subscription or instalment date without changing the amount	Manage Subscriptions
Cancel on an instalment plan	Stop future instalments while leaving issued unpaid invoices open	Cancel an instalment plan
Mark as Complete	Close an instalment plan and void its remaining unpaid invoices; unavailable after cancellation	Mark a plan as complete
Statement and View Agreed Terms	Export billing history or the terms accepted for a purchase	Manage Subscriptions

Check an invoice’s status before retrying, voiding or refunding it.

In the app	Use it to	Instructions
Paid, Overdue, Payment Voided, Payment Paused, Pending, and Processing	Check one invoice’s payment status	Invoices
Retry Payment, Turn off Auto-Retry, and Void Invoice	Retry an eligible payment, stop automatic retries or permanently void an unpaid invoice	Failed Payments & Overdue Invoices
Overdue Assistant	Follow up on overdue subscription and instalment invoices and ask for provider instructions when needed	Overdue Assistant
Card / Apple Pay and AU Bank Account	Choose accepted methods for new purchases where supported	Payment Methods & Availability
Afterpay / Clearpay, Affirm, and Klarna	Offer BNPL on an eligible one-off purchase	Buy Now, Pay Later Payments
Refund	Return an eligible paid transaction to its original payment method	Refunds
Dispute or chargeback	Respond to a payment review raised through the customer’s bank or payment provider	Disputes & Chargebacks
Decline code	Understand the reason returned for a failed attempt	Payment Errors & Decline Codes

In the app	Use it to	Instructions
Clearing, Cleared, and Balance	Check which funds are still clearing and which are available	Payouts
Daily, weekly, or monthly payout schedule	Choose when cleared funds are paid out	Payouts
Payout Now	Send eligible instant-available funds before the next scheduled payout	Payouts
Payout Account, Continue in Stripe, and Manage Stripe Account	Manage payout-bank details or open Stripe Express for account, identity, and business details	Payouts
Sales, customer, subscription, purchase, instalment, and payout exports	Choose and download a CSV or PDF report	Reports & Reporting

For definitions that sound similar, such as payment, invoice, sale, and payout, use the Glossary. Last updated: 2026-09-10