Monta logo
Back to Help center

Monta Portal

Approve and manage a Custom Subscription

Learn how to approve an individual Custom Subscription, apply discounts, edit payment period or cancel the subscription.
Written by Yana Yankova
Last updated: 15 January, 2024
In this guide

This guide is dedicated to managing an individual Custom Subscription.

Please note that Custom Subscriptions can only be viewed and managed by Operator users with Admin or Managed user permissions.

View a Custom Subscription

This is how you find and open an individual Custom Subscription to view it.

  1. Click on “Active” subscriptions
  2. Use the drop-down menu to filter which subscriptions you want to see
  3. Click on “View”
  4. General information
    • See the plan id, number of purchases and customer information
  5. Pricing
    • See how much the customer is paying for the subscription
    • If the plan has additional custom fees you will see them here
  6. Timestamps
    • See when the plan has been created and approve, canceled or ended

Approve a custom subscription

  1. Click on “Pending” subscriptions
  2. Click on “View” to open the subscription
  3. Click on “Approve now”
    • You can select a custom date, when you want the client to be charged for the first time
    • You can also upload the contract with the client
  4. Click on “Approve”
  5. The subscription is now active!
    • The client will be charged from the Team Wallet every month on the purchase date.

Edit the subscription

This is how you can make a custom change to a single subscription in the plan.

  1. Click on “Active” subscriptions
  2. Click on “View” to open the subscription
  3. Click on “Edit”
    • Discounts – adjust how much discount you want the client to receive
    • Next Purchase at – edit when is the next purchase date for the client
    • Additional custom fee – edit the custom fee on an individual client level

Refund a subscription purchase

You are also able to refund the client for a monthly subscription purchase from the Monta Portal.

  1. Click on “Active” subscriptions
  2. Click on “View” to open the subscription
  3. Click on “Purchases” and select the one you want to refund with “View”
  4. Click on “Refund transaction”
    • The funds will be transferred from your Operator Wallet back to client’s Wallet
    • You will be able to see the refund in your Operator transactions

Cancel a custom subscription

  1. Click on “Active” subscriptions
  2. Click on “View” to open the subscription
  3. Click on “Cancel” and confirm to cancelation
    • The subscription is now in a “Cancelling” state
    • While the subscription is “Cancelling”, the you cannot apply a new subscription on the charge point
    • The subscription will go to “Canceled” on the “End date”
  4. To end the subscription immediately click on “End now”
    • If you click on “End now”, any additional custom fees will stop being applied immediately

Was this helpful?

Thanks for your feedback!

Still need help? Contact support

Sign in and submit an inquiry directly to our support team.
Sign in