Subscriptions Live in Payments

Originally Posted: September 23, 2022

As a member of the RDT Solar Software CRM, we have some exciting news for you! Our development team has recently introduced a new feature in the payment section of the system. In this tutorial, we will guide you through the steps of accessing and utilizing the new subscription tab.

Step 1: Navigate to the Payment and Subscription Section To access the new subscription tab, log in to your RDT Solar Software CRM account and navigate to the payment section. You can find it in the main menu on the left side of your screen.

Step 2: View Your Active Subscriptions Once you are in the payment section, you will see a new tab labeled "subscriptions." Click on this tab to view all of your active subscriptions within the system. You will be able to see the details of the source, the customer, and the order that each subscription came from.

Step 3: Sort and Filter Your Subscriptions To make it easier to manage your subscriptions, you can sort and filter them by status, payment mode, source type, and time frame. This feature enables you to quickly find the information you need to manage your subscriptions more efficiently.

Step 4: Use the Search Feature If you are looking for a specific subscription, you can use the search feature to find it quickly. Simply type in the relevant information in the search bar, and the system will provide you with a list of matching subscriptions.

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