📅 Plan Management

View, filter, and manage your current and past subscription plans.

The Plan Management page lets you review, filter, and manage all subscription plans tied to your account — current, past, and upcoming.

🔎 How to Open

  1. From the Dashboard, click Plan Management in the sidebar or the Plans widget.

  2. The page displays a list of plan records with quick-summary cards and a detailed table view.

🧭 Page Layout

  • Summary Cards (top): Quick stats showing:

    • Current active plan and expiry date

    • Number of past plans

    • Next renewal date (if any)

  • Filters & Search (top bar):

    • Plan Status dropdown: All | Active | Expired | Cancelled | Pending

    • Date Range selector: choose start and end dates

    • Search bar: search by plan name, transaction ID, or payment method

  • Plan List / Table: Each row shows:

    • Plan Name (Starter / Pro)

    • Payment Method (PayPal / Card / QIE)

    • Amount Paid

    • Start Date → Expiry Date

    • Status (Active / Expired / Pending / Cancelled)

    • Actions (View Details / Upgrade / Renew / Download Invoice)

📜 Transaction & Audit Details

  • Each plan entry contains a Transaction ID and Payment Status.

  • QIE payments include the QIE Transaction Hash (clickable to view on block explorer).

  • All records are auditable and exportable via Export CSV (top-right of the table).

🛠 Troubleshooting & Support

  • Payment Failed / Pending: Check your payment provider account or QIE wallet. For QIE payments, confirm the on-chain confirmation count.

  • Plan not activated after payment: Use View Details to inspect transaction status. If confirmed but not active, contact support with Transaction ID.

  • Refund requests: Submit via Contact Support with the Transaction ID and reason. Refunds are processed per the Refund Policy.

🔐 Security & Privacy Notes

  • Payment methods are processed using secure third-party providers; Qbots does not store raw card details.

  • QIE coin payments are processed via the QIE payment gateway; on-chain data (tx hash) is stored for verification.

📌 Tips

  • Use the Plan Status filter + Search bar together to quickly locate an older transaction.

  • For corporate or accounting needs, use Export CSV then open in your accounting software.

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