It's essential to help your customers navigate their user dashboard effectively.
This comprehensive guide explains how members can manage their subscriptions, update payment methods, view purchase history, and access receipts, all from one convenient location.
By understanding these features, your customers can take full control of their membership experience.
Access the Purchases Page
Guide your customers to access their dashboard by following these steps:
Log in to the website
Click the avatar image (top-right) to access the User Dashboard
Navigate to the Purchases tab
💡 TIP: Consider adding these instructions to your site's FAQ or help section for easy customer reference, or create your own version to display your site's branding using a Landing Page.
🔗 Learn more about Landing Pages
Manage Memberships
The Purchases section allows users to view and manage their current subscription plans, including changing, pausing, or canceling their membership.
View Current Subscription
In the Membership section, users can see:
Current active plan
Membership duration
Subscription price (original and discounted)
Active coupon applied to the subscription (if any)
Next amount due
Next billing date
Change Subscription Plan
Users may want to upgrade or downgrade their subscription plan:
Navigate to the Purchases tab
Find the Membership section and click Manage
Select Change Plan
Choose the new desired plan
Click Subscribe Now
Review the pricing details (including any prorated charges or credits)
Confirm the change by clicking Change Membership
ℹ️ INFO: When changing plans, Uscreen automatically provides credit for any unused time on the current plan and applies it to the new plan cost. This ensures fair billing during transitions.
🔗 Learn more about Changing Subscription Plan
Pause Subscription
For temporary breaks without canceling completely:
Navigate to the Purchases tab
Find the Membership section and click Manage
Select End Membership
When presented with options, select Pause
Choose the pause duration (1, 2, or 3 months)
Click Pause
to finalize
During the paused period:
The user will not be billed
The user may log in, but access to subscription content will be restricted
The subscription will automatically reactivate at the end of the pause period
Users receive an email notification 7 days before their pause ends
Users can resume their membership at any time by clicking Resume
Users can cancel their membership while paused via the three-dot menu
📝 NOTE: Pausing takes effect at the end of the current billing cycle, not immediately. Users can only pause once per 12 months.
Cancel Subscription
To end a subscription completely:
Navigate to the Purchases tab
Find the Membership section and click Manage
Select End Membership
Select End Membership
when presented with options
Complete the cancellation survey (if applicable)
Confirm cancellation
ℹ️ INFO: After cancellation, users retain access until the end of their current billing period, and users may still reactivate their current plan during this period. No automatic refunds are issued for cancellations.
Manage In-App Subscriptions
For subscriptions purchased through mobile apps, management options differ.
iOS App Subscriptions
iOS users must manage their subscriptions through the Apple App Store.
Go to the Settings app on the device
Tap on the Apple ID at the top
Tap on Subscriptions
Find the subscription to manage
Options include:
Canceling the subscription
Updating payment method
📝 NOTE: Pausing is not available for iOS subscriptions due to Apple's policies.
Android App Subscriptions
Android users can manage subscriptions through the Google Playstore.
Open the Google Play app
Tap the profile icon in the top right
Go to Payments & Subscriptions and then Subscriptions
Select the subscription to manage
Options include:
Pausing the subscription
Canceling the subscription
Updating payment method
🔗 Learn more about Managing In-app Subscriptions
Manage Payment Methods
How Users Can Remove Payment Details
In compliance with GDPR and other governing policies, users can remove their payment details at any time.
From the User Dashboard, navigate to the Purchases tab
Scroll down to the Payment Method section
Click Change Payment Method
On the following page, click Remove Method
ℹ️ INFO: Once confirmed, a success message will show, indicating the payment information has been successfully removed.
How Users Can Update Payment Method
Guide your customers to update their payment method.
From the User Dashboard, navigate to the Purchases tab
Scroll down to the Payment Method section
Click Change Payment Method
On the following page, enter the details of the new payment method
Click Save Changes
📝 NOTE: For members who subscribed through an app, the payment method is not stored on the website. This can be removed or updated through the app marketplace (App Store, Google Playstore, etc.)
🔗 Learn more about In-App Subscriptions
Limitations When Switching Payment Methods
It's crucial to inform your customers about these important limitations when switching between payment methods.
Due to technical limitations between Stripe and PayPal, users cannot switch from a credit card to PayPal or vice versa for an active subscription
If a user wants to change from a credit card to PayPal (or vice versa), admins can
Revoke the active subscription
Have the user update, resubscribe, and choose their preferred payment method during checkout
This limitation applies to all active subscriptions and cannot be overridden
🔗 Learn more about PayPal Integration
💡 TIP: Make sure to clearly communicate these payment method limitations to the members, as they won't be able to easily switch payment methods later.
View Purchase History & Receipts
How Users Can Access the Invoice History
Show members how to access all their purchase records.
From the User Dashboard, navigate to the Purchases tab
Scroll down to the Payment Method section
Click Invoice History
to view all purchases
The Invoices History section contains records of all types of transactions.
Memberships: Subscription payments for recurring access to content
Purchases: One-time purchases of individual content or bundles
Donations: Any contributions made to support the creator
Gifts: Purchases made as gifts for other users
Gift Cards (Legacy): Purchases and redemptions of gift cards
Each entry in the Invoice History will show the invoice ID, offer name, amount, payment status, and the transaction date.
How Users Can Download Receipts
Explain to members how to download a receipt for any purchase.
From the User Dashboard, navigate to the Purchases tab
Scroll down to the Payment Method section
Click Invoice History
to view all purchasesFind the payment item that the user needs a receipt for
Click Open Receipt
Click Print Receipt
to save it as a PDF or print a physical copy
The receipt will include the store's name, address, email address, purchase date, content or plan purchased, cost, and the customer's name.
💡 TIP: Remind your customers they can download receipts for all types of purchases, including subscriptions, one-time purchases, bundles, donations, and gift/gift cards.
FAQs
What happens if I remove my payment method while having an active subscription?
What happens if I remove my payment method while having an active subscription?
Your subscription will remain active until the next billing date. However, if no payment method is available at renewal time, your subscription will be canceled.
I subscribed through an app store. How do I access my receipts?
I subscribed through an app store. How do I access my receipts?
If you subscribed through an app store (Apple App Store, Google Play, etc.), you'll need to get your receipts directly from the app marketplace.
Why can't I see the "Print Receipt" button?
Why can't I see the "Print Receipt" button?
If you don't see the "Print Receipt" button, try using your browser's print function (Ctrl+P or Cmd+P) to save the receipt as a PDF.
Can I get monthly invoices automatically emailed to me?
Can I get monthly invoices automatically emailed to me?
Currently, automatic email delivery of invoices is not supported. You'll need to download them manually from your account dashboard.