How do I manage subscription plans and subscriptions?

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:

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, account email, account owner name, account owner email, account 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
   • Billed EVSEs: which account types and current types (AC/DC) the subscription bills (see Billed EVSEs)
4. Click on Save changes.

Billed EVSEs

Account and sub-account subscriptions bill the customer per EVSE. The Billed EVSEs section on the subscription's Overview shows which of the customer's EVSEs the subscription bills:

On the account's Settings tab → Subscriptions, the Current type column shows each subscription's AC/DC badges.

Change what a subscription bills

1. Open the subscription and select Quick actions → Edit subscription.
2. Under Billed EVSEs, tick or untick the account types and current types. Each box shows how many of the customer's active EVSEs it covers, and a line updates as you go: Bills X of the customer's Y active EVSEs.
3. Click Save changes.

Good to know

• Takes effect from the next billing period. The new scope is used at the subscription's next purchase. Until then, the current period's charge point count stays as it was.

• Keep at least one box ticked in each group. A subscription with no current type bills no EVSEs, and one with no account type bills every account type, so clearing a whole group is blocked.

• No double billing. If another subscription of the same customer on the same plan already bills a current type or account type, you can't add that type here, so the same EVSE is never billed twice.

• New sub-account subscriptions start with the account types from the plan's Available for setting.

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 accounts. 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 account is frozen — charge points are disabled and account management is restricted. The account unfreezes automatically once payment is resolved.

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