From time to time, you may need to look into your client's payment details. When this need arises, simply follow the steps below to quickly and conveniently access your client's information.
Step 1: Click the gear icon.
From the list of clients in the "Clients" tab of your dashboard, locate the person whose payment information you wish to view. Click on the gear icon to the right side of their name.
Step 2: Select the "Payment Details" tab.
In the client management page, find the menu on the left side of the page; then, scroll down and select the "Payment Details" tab. There, you will find information such as payment history, applied coupon codes, and status, as well as an option for canceling their subscription.