SalesEdge.io Just Got Smarter: Instantly View Detailed Subscription & Payment Info

We’ve made it easier than ever to understand the billing and subscription details inside your SalesEdge.io dashboard. Whether you're managing recurring clients or reviewing past transactions, you now have more clarity over the financial side of your business.

What’s New?

Clearer Payment Method Details

• For card payments, you'll now see the card brand, last four digits, and expiration date.

• For other payment methods (like PayPal or custom options), you’ll see relevant details whenever available—otherwise, you’ll get a clear message letting you know that information isn’t currently accessible.

• All payment info is grouped under one easy-to-read section for quick reference.

Improved Subscription Lifecycle Insights

• If a subscription has a set end date or has been canceled, those dates are now clearly visible.

• You can now view the total number of payments expected for a subscription, based on its original setup.

• Keep track of how many payments have already been completed at a glance.

• All dates are shown in a consistent format to remove any confusion.

Where to Find These Updates

• Go to Payments → Subscriptions → View → Subscription Details

• Or access them via Payments → Transactions → View Transaction → Transaction Details

What’s Coming Next?

• Soon, this enhanced data will be available via public APIs to support reporting and integrations.

• We’re also working on adding these details to CSV exports and filters throughout your payment screens.

Sneak Peek:

Here’s what the new views look like:

For existing SalesEdge.io users: This update is already live in your account.

Not using SalesEdge.io yet? Book a demo today to discover how it can simplify and automate your business.