Introduction
As a partner, you can get an overview of the subscriptions of all the customers you manage, in one place. From here you can see your payment details, check your account balance, export all customer subscriptions as a CSV file and view your invoices.
Find the subscription overview
In the Partner Portal, click your name in the bottom-left corner, then go to Account settings > Subscription.
What you see in the overview
Payment details: The primary contact and the organization details (VAT number and address) used for billing.
Subscription: Your account balance, which is the total amount currently owed across all your customers.
Download CSV: Export the subscriptions of every customer you manage as a CSV file. For each subscription, the file shows:
Customer name and account ID
Subscription status and subscription number
PO number
Start date and renewal date
Number of seats
Estimated total cost and currency
Customers without a subscription are also listed, with only their name and account ID.
Invoice history: A list of all your invoices with the ID, status, due date, invoice total and balance due. Click the download icon to save a PDF copy of an invoice.
To create subscriptions or add seats for a customer, see Partner Portal: Subscription management.
For any questions about your subscription, contact us through the chat tool.