Viewing orders, subscriptions, and customers

The order, payment method, subscription, and customer statuses are all useful indicators of the state of a customer or specific orders. This guide outlines how you can search and filter certain orders, and provides an overview of the different order, payment, subscription, and customer statuses.

View and explore your orders in Recharge

Click Orders in your Recharge Dashboard to view all of your orders. This section includes the following tabs:

• Processed – View your processed orders. Use the search or filter features to find specific orders.
• Upcoming – View your upcoming orders. Use the search or filter features to find specific orders.
• Charge errors – View any errors associated with your orders. Use the search or filter features to find specific orders.
• Upcoming pre-paid orders – View your upcoming pre-paid orders.

Search processed orders

1. Click Orders in your Recharge Dashboard and select the Processed tab.
2. Click the dropdown menu next to the search field and select the option to search for a specific order(s).
3. Enter your information in the search field and press Enter. 

Search options for processed orders

Filter processed orders

1. Click Orders in your Recharge Dashboard and select the Processed tab.
2. Click Filters and choose your filter options.
3. Click Apply filters. 

Filter options for processed orders

Search upcoming orders 

1. Click Orders in your Recharge Dashboard and select the Upcoming tab.
2. Click the dropdown menu next to the search field and select the option to search for a specific order(s). Choose between customer email, the Recharge charge ID, or customer ID, as defined below.
3. Enter your information in the search field and press Enter.

Search options for upcoming orders

Filter upcoming orders

1. Click Orders in your Recharge Dashboard and select the Upcoming tab.
2. Click Filters and choose the order date, as defined below.
3. Click Apply filters. 

Filter options for upcoming orders

Search and filter charge errors 

You can search and filter charge errors by clicking the Charge errors tab in the Orders section. Refer to View and explore charge errors to learn more.

Order status

View the order status

You can view the order status in the customer’s profile in Recharge or via Recharge exports.

Method 1 – Customer profile in Recharge

1. Click Customers in your Recharge Dashboard.
2. Search and select the customer.
3. Click See Details next to the Address ID from the main customer profile page.
4. Scroll down to the Charges section to view the status of each charge. 

Method 2 – Recharge exports

View order statuses within your Recharge exports:

1. Select the wrench icon in your Recharge Dashboard and click Exports.
2. Click Create export, and select any of the exports listed below.
3. Enter your email address to receive the export, and click Create export.
4. Access the export and view the order status in the Status column.

Though there is no single export for order status, you can find the order status types in the following exports:

• Charges - Queued: See all orders with a Queued status, for your upcoming orders and upcoming prepaid orders (if applicable).
• Orders - Processed: See all orders with a Success status.
• Orders - Error: See all orders with an Error status.
• Charges - Skipped: See all orders with a Skipped status.

Understand order status

You may see any of the following statuses when viewing an order's status:

Subscription status

You may see any of the following statuses when viewing a subscription's status:

View the number of active subscriptions

Method 1 – Customer page in Recharge

Click Customers in your Recharge Dashboard. The number of active subscriptions appears in the # of active subscriptions column. 

Method 2 – Customer profile in Recharge

View active and inactive subscriptions within an individual customer profile:

1. Click Customers in your Recharge Dashboard.
2. Search and select the customer.
3. Click Subscriptions to open the customer's Subscription orders page.

Subscriptions that have been cancelled, either by the customer or from reaching the max retry attempts, appear with a strikethrough. Click Actions and select Re-activate to reactivate these subscriptions. 

Method 3 – Recharge exports

View active and inactive subscriptions within your Recharge exports:

1. Select the wrench icon in your Recharge Dashboard and click Exports.
2. Click Create export, and select Subscriptions - All from the export type drop-down.
3. Enter your email address to receive the export, and click Create export.
4. Access the export and view the subscription status in the Status column.

Payment method status

You may see any of the following statuses when viewing a payment method status:

View the payment method status

Method 1 – Customer page in Recharge

Click Customers in your Recharge Dashboard. The status appears in the Payment method column.

Method 2 – Recharge exports

See valid and invalid payment methods within your Customers export:

1. Click the wrench icon in your Recharge Dashboard and select Exports.
2. Click Create export, and select Customers from the export type drop-down.
3. Enter your email address to receive the export, and click Create export.
4. Access the export and view the has_valid_payment_method column.
   • If the payment method is valid, this column displays "TRUE." If the payment method is not valid, this column displays "FALSE." Refer to Available exports in the Export Builder.

Understand customer status

Click Customers in your Recharge Dashboard. You can determine the customer status using the # of active subscriptions and Payment method columns.

Refer to the following examples:

Customer with a current, active subscription

This customer has an active subscription on file and a working payment method, with no order errors.

Customer has passively churned

This customer has no active subscriptions because they have reached the allotted retry attempts. As the subscription order experienced a card error, the payment method is noted as Invalid. 

Customer with an error charge

This customer has an active subscription, but has an order experiencing a card error. 

Customer has cancelled their subscription

This customer has cancelled all subscriptions on file and is considered actively churned. 

Recharge exports

See the number of active subscriptions and the payment method status within your Customers export:

1. Click the wrench icon in your Recharge Dashboard and select Exports.
2. Click Create export, and select Customers from the export type drop-down.
3. Enter your email address to receive the export, and click Create export.
4. Access the export and view the Number of active subscriptions and Has valid payment method columns.
   • number_active_subscriptions: The number of subscriptions that the customer is currently paying for.
   • has_valid_payment_method: If the payment method is valid, this column displays "TRUE." If the payment method is not valid, this column displays "FALSE."

Customer profile in Recharge

View the customer’s status within their profile:

1. Click Customers in your Recharge Dashboard.
2. Search and select the customer.
3. Click Subscriptions to open their Subscription orders page.
4. Click See Details next to the Address ID.
5. The customer’s status is shown next to their Address ID.