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How do I manage subscription plans and subscriptions?

Learn how to view, edit, export, and cancel subscription plans and individual subscriptions in Monta Hub.

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How do I manage subscription plans and subscriptions?

Learn how to view, edit, export, and cancel subscription plans and individual subscriptions in Monta Hub.

For: Operator users with Admin or Manager rights

This article covers how to manage subscription plans and individual subscriptions in Monta Hub, including viewing, editing, exporting, and cancelling subscriptions. Subscription plans can only be viewed and managed by Operator users with Admin or Manager permissions.

Subscription plans

Access subscription plans

  1. Open the left-side menu and select Plans & Subscriptions.
  2. Click on a specific plan to open the plan page.
  3. On this page you can see the plan details, including:
    • General information
    • Pricing & Fees
    • History
    • A summarized version of the plan and monthly revenue

Plan transactions

The following transaction types are available per plan:

Transaction name Description From To Available actions
Subscription Monthly payment for the subscription Customer Team Wallet Operator Wallet Download receipt, Refund purchase
Commission % applied on subscription Operator Wallet Monta Download receipt
Tax refund Charged kWh × payout per kWh = tax refund paid out Operator Wallet Customer Team Wallet Download receipt, Refund the tax refund

To view plan transactions:

  1. Click on Transactions.
  2. Click on a specific transaction to open it and see details such as type, date, VAT rate, etc.
  3. Click on Export receipt to download the receipt for a specific transaction.
  4. To export all transactions, filter by a specific time period, then click Export transactions to receive a CSV file by email.

Export subscribers

You can export all your subscribers to get a CSV with subscription state, customer information, and charge point details.

  1. Click on Subscriptions.
  2. Click on the export button.
  3. A CSV file is sent to your email.

The export CSV includes the following fields:

  • Subscription details: subscription ID, state, next purchase date, active-at date, total amount, discount, number of purchases
  • Customer details: customer name, team email, team owner name, team owner email, team owner phone
  • Charge point details: model, brand, address

Edit a subscription plan

All plan updates are sent for approval to a Monta Customer Success Manager before taking effect.

  • If you want to apply changes to all existing subscribers, you must select that option in the edit tool.
  • If you have a pending update suggestion, wait for it to be approved before submitting another change.

To edit a plan:

  1. Click on Edit and check whether you have any pending update suggestions.
  2. Make the desired changes directly in the fields.
  3. Decide whether to apply the changes immediately after approval or on a scheduled future date.
  4. Decide whether to apply the changes to all existing subscribers or only new ones.
  5. Click on Submit and await approval.

To schedule an update for a future date, follow the same steps and select a future date when prompted. Once the suggestion is approved, the update is scheduled and will take effect on the selected date.

Individual subscriptions

Access an individual subscription

  1. Open the left-side menu and select Plans & Subscriptions.
  2. Find the specific plan and click on Active or Pending in the Subscriptions column.
  3. Click on the specific individual subscription.
  4. On this page you can see: Overview, Purchases, and Details tabs.

Edit an individual subscription

  1. Open the subscription in Monta Hub.
  2. Click on Quick actions and select Edit subscription.
  3. Make an edit to any of the following:
    • Purchase date and/or applied discounts
    • Additional fees
    • Tax refund payout per kWh
  4. Click on Save changes.

Cancel an individual subscription

  1. Open the subscription in Monta Hub.
  2. Click on Quick actions and select Cancel a subscription.
  3. Select when the subscription should be cancelled:
    • End after current billing period — the customer continues receiving services until the stated date.
    • Immediately — the subscription ends when you confirm the cancellation.
  4. Click on Confirm cancellation.

Payment failures and paused subscriptions

Note: The following requirements take effect on May 18, 2026 for all existing PAYG teams. Current processes remain unchanged until that date.

If a payment fails, the subscription moves to Unpaid status and a 14-day grace period begins. If the payment is not resolved within 14 days, the subscription is Paused and the team is frozen — charge points are disabled and team management is restricted. The team unfreezes automatically once payment is resolved.

To monitor payment status across your teams, use the Subscriptions list under Plans & Subscriptions — unpaid and paused subscriptions are highlighted. You can also filter the Teams list by Unpaid subscriptions or Paused subscriptions.