Troubleshoot subscription and webhook updates
Diagnose missing status changes, failed charges and webhook or cron communication problems.
Feature pathSubscriptions / Gateway dashboard / Cron
Before you beginThe screen or action may be hidden when your role lacks permission, the related module is inactive, or a required setting has not been configured. Ask an administrator to review access rather than using another person’s account.
What this feature does
Diagnose missing status changes, failed charges and webhook or cron communication problems. Britixo CRM keeps the result connected to the relevant customer, staff member and operational history where the feature supports those relationships. That connection is important for search, reporting, client portal visibility and future automation.
Step-by-step workflow
- Open the affected area: Subscriptions / Gateway dashboard / Cron.
- Capture the exact record, user, time, status and message involved; avoid changing multiple settings at once.
- Check user permissions, record assignment and active/inactive status first.
- Confirm required configuration such as SMTP, cron, gateway credentials, webhook URL or contact permissions.
- Review activity, email, pipe or gateway logs available in Britixo CRM and the connected service.
- Retest with a controlled record after correcting one identified cause.
- Escalate with the captured evidence if the issue remains; do not expose credentials or personal data in screenshots.
Important fields and decisions
CustomerConfirm this information is accurate and appropriate for the record.
Subscription nameConfirm this information is accurate and appropriate for the record.
Amount and currencyConfirm this information is accurate and appropriate for the record.
Billing intervalConfirm this information is accurate and appropriate for the record.
TaxConfirm this information is accurate and appropriate for the record.
Payment gatewayConfirm this information is accurate and appropriate for the record.
Checks before completion
- Verify gateway credentials in test mode.
- Confirm the customer email.
- Review webhook and recurring payment status after checkout.
- Check whether the result should be visible to a customer contact or only to staff.
- Confirm the final status, activity entry, generated document or notification before leaving the record.
Permission and data safetyDeletion, refunds, signature clearing, module changes, payment configuration and privacy actions can affect linked records or legal history. Use the least destructive action available and follow your organisation’s approval process.
Browse connected topics:paymentchecktaxcurrencyapprovalserviceclient portalnotificationsemailcustomers
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