Getting Started w/ Payments
What happens in case of a payment failure for a Subscription?
When a subscription payment fails, an invoice is generated and sent to the customer.
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Transactions
Review payments, refunds, failures, and transaction details.
12 guides in this area
Step-by-step library
Guides for Transactions
Start with the guide that most closely matches the screen or task you are working on. Related material from other platform sections is included when it directly supports this topic.
Orders, Subscriptions, and Transactions
Subscription Settings - Failed Payment Retries
With the latest update, businesses can now configure automatic payment retries in case of a payment failure for subscriptions.
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Export or Download Transactions as CSV
This document explains how to export transaction records, how the export file is delivered, and how to interpret the CSV format — including multiple line…
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Import Transactions and Orders using CSV files
This article will show you how to import historical transactions and orders into your Adaptive AI sub-account using CSV files.
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Export or Download Orders as CSV
This help guide explains how to export Orders records into a CSV file for reporting, reconciliation, financial analysis, fulfillment, and product…
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Export or Download Subscriptions as CSV
The Subscriptions CSV Export feature allows you to download subscription records from the Payments → Subscriptions dashboard.
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How to Modify Existing Subscriptions
Practical Adaptive AI instructions for “How to Modify Existing Subscriptions,” including setup, verification, troubleshooting, and best practices by…
Read guideOrders, Subscriptions, and Transactions
Pause and Resume Subscriptions
Our flexible ‘Pause and Resume Subscription’ feature gives customers the freedom to temporarily pause one of their subscription whenever they need, without…
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Payments - What is listed on the Subscriptions page?
Practical Adaptive AI instructions for “Payments - What is listed on the Subscriptions page?,” including setup, verification, troubleshooting, and best…
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WordPress: Payment Failure Notifications via Email & Adaptive AI Plugin
These alerts appear clearly within the wp-admin interface and guide users to take immediate action, reducing the risk of site disruptions due to unpaid…
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How to Manage Sales Receipts for Order Form, Calendar and Invoice payments
Receipts are crucial in business transactions, providing customers with documented confirmation of their purchases.
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How to Use Commission Length & Variable Commissions in Affiliate Manager
Commission Length limits how many recurring transactions earn commission, while Variable Commissions can change the rate over time.
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