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Where do I see my recurring plans?

For accounts on the new MoonClerk dashboard design.

Written by Amitabh Tewari

1) Click on the Plans button in your account's main navigation.

2) The Recurring Plans page lists every active and past subscription on your account. Search by the payer's name or email, or use the Active, Canceled, Expired, Past Due, Paused, Pending, and Unpaid filters to narrow the list. Sort and the List/Grid toggle work the same way as on the Payments page.

3) Click a plan to see its details, and click Export at the top right to download your plans.

The Active recurring plans tile on your dashboard shows how many plans are active right now and how many were added this week.

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