Documentation Index
Fetch the complete documentation index at: https://docs.newie.app/llms.txt
Use this file to discover all available pages before exploring further.
Customer Manage Link
The Customer Manage Link is the customer’s main self-service entry point for that subscription purchase. Newie includes it when the customer first subscribes, emails it to the customer when a payment attempt fails and the invoice becomes overdue, includes it in overdue emails, and includes it in Overdue Assistant messages where the assistant is following up. You can also copy or share it from the app. Customers use it to manage available actions for the purchase, such as payment details, subscription details, overdue invoice or retry flows, receipts, and pause or cancel options where enabled. How to Share the Customer Manage Link- Go to Subscribers and select the customer
- Tap the
...menu - Tap Customer Manage Link
- Copy or share the link with the customer
- The customer can open the link and log in
- The customer can manage the available actions for that subscription purchase, including payment method updates, subscription details, receipts, and overdue invoice or retry flows where available
- If an invoice is overdue, the customer can use the link flow to pay or retry the payment
- If you have enabled customer self-pause or self-cancel on the service, customers can pause, cancel immediately, or schedule a cancellation through self-service where available
- This is different from a new service purchase link
- The Customer Manage Link is included when the customer first subscribes, emailed to the customer when a payment attempt fails and the invoice becomes overdue, included automatically in overdue emails, and included in Overdue Assistant messages where the assistant is following up. You can also copy it from the app when you need to send it manually
Statement
The Statement action lets you generate or export a billing statement for the subscription. How to Generate a Statement- Go to Subscribers and select the customer
- Tap the
...menu - Tap Statement
- Choose the available statement or export option
- Newie creates a statement showing the relevant subscription billing history
- You can use it for customer records, proof of payment, or support context
- The subscription itself is not changed
- Use Statement when a customer needs a broader payment history, not just a receipt for one payment
- For a single payment receipt, use the receipt action from the relevant invoice or payment record
View Agreed Terms
If Terms of Service were enabled for the subscription, you can view the terms the customer agreed to from the subscription... menu.
How to View Agreed Terms
- Go to Subscribers and select the customer
- Tap the
...menu - Tap View Agreed Terms
- Newie shows the signed agreement record for the subscription
- You can review what the customer agreed to at purchase
- You can download the agreed terms as a PDF from this action
- The subscription itself is not changed
- This is available when Terms of Service were attached to the subscription purchase
- Use it for cancellation questions, payment disputes, overdue conversations, or support context
Ask a Question
Ask a Question opens the in-app help flow from the subscription context. It shows a relevant FAQ/help answer first, then lets you launch Newie support chat if you still need support. The support chat starts with an AI bot that gathers details, and every ticket is reviewed by a human and answered by a human from the Newie team. How to Ask a Question- Go to Subscribers and select the customer
- Tap the
...menu - Tap Ask a Question
- Newie shows a relevant FAQ/help answer first
- If you still need help, you can launch Newie support chat from there
- Newie support chat includes the customer, service, and payment context where available. An AI bot gathers details first, and every ticket is reviewed by a human and answered by a human from the Newie team
- Use this for account, billing, payment, or subscription-management questions that are not resolved by the FAQ/help answer or normal actions
- Newie support does not replace your responsibility for service delivery, cancellation decisions, or customer relationship management