Subscription Management in the Sparkforge Client Portal
The Client Portal's Subscription Management screen lets clients view subscriptions, cancel them, filter by source or date, and download invoices. Admins can revoke access to this feature through app permissions.
Subscription Management in the Sparkforge Client Portal puts subscriptions, invoices, and transactions on one screen. Clients can cancel subscriptions, download invoices, and filter their billing history without contacting support.
What clients can do
View and cancel subscriptions
See active and inactive subscriptions in one list. Cancel from the same screen — no chains of menus. Access to a canceled subscription ends as soon as it is canceled.
Manage invoices
View and download every invoice on file. Check billing details, payment history, and transaction summaries.
Filter billing history
Filter subscriptions and transactions by source, status, or date range to find a record fast.
Refreshed settings UI
The settings page has a cleaner layout for easier navigation.
Admin access controls
Admins who do not want users touching subscription management can revoke access through app permissions. The screen disappears for users without permission.
How to access Subscription Management
- Log in to the Client Portal.
- Click Profile in the top-right corner.
- Go to Account Settings > Billing & Subscription.
Manage subscriptions
- View subscriptions: see all active and inactive subscriptions on one page.
- Cancel a subscription: open the subscription, click Cancel, and confirm. Access ends immediately.
- Filter: use filters at the top to sort by source, status, or date.
Manage invoices
- View invoices: open the Invoices tab to see past and current invoices.
- Download invoices: click any invoice to download a copy.
Frequently Asked Questions
Where is Subscription Management in the Client Portal?
What happens when a subscription is canceled?
Can admins hide this screen from clients?
Can I download past invoices?
How do I find a specific transaction?
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