01 / TERMS
The terms you saved.
Keep dated offer versions, including prices, trials, renewal terms and cancellation instructions.
For subscription owners & operations teams
A renewal is
challenged.
Show the record.
Bring offer terms, agreement sources, notices and cancellation history out of scattered spreadsheets and inboxes. Be ready for the next renewal question.
Signup does not start a paid plan.
Start with the free record worksheetTW / RECORD 0084Illustrative record
SUBSCRIPTION HISTORY
Annual membership
One customer. The connected record.
1 item needs a closer lookKeep unknowns visible until the source is found.01
- 01Offer termsOn file
Version 03 · $240 / year
Staff-entered - 02Customer agreementReview
Original agreement source missing
Not established - 03Renewal noticeRecorded
Message and date recorded
Business-supplied - 04Cancellation methodOn file
Online instructions saved
Staff-entered
A record you can follow.
A gap you can act on.
A gap you can act on.
01 / WHAT’S AT STAKEThe charge went through.
The charge went through.
The questions can still come.
Subscription failures can lead to consumer disputes and civil enforcement. In California, enforcement settlements have included penalties, restitution and changes to business practices. The outcome depends on the facts and claims.
- 01
“I never agreed to this.”
A charge records a payment. It does not show which renewal terms the subscriber accepted.
Keep the agreement source beside the saved offer version, when that link is supported.
Terms and consent rules - 02
“You never told me.”
A required reminder or price-change notice can be missed, late or hard to account for.
Keep the notice content, planned date and reported send or delivery result together.
Notice rules and timing - 03
“I already cancelled.”
The cancellation request and the date billing ended can tell different parts of the story.
Record the request, its source and the outcome separately so your team can review them.
Cancellation rules
A missing record is a reason to investigate, not proof of a legal violation. TermWitness helps organize records; it does not guarantee an outcome.
What can happen?02 / THE CONNECTED RECORDHave more than
Have more than
a payment receipt.
TermWitness is a recordkeeping workspace for subscription businesses. Bring together the terms, agreement events, notices and cancellation history your team enters or imports, with the source and date for each detail.
02 / AGREEMENT
The agreement behind it.
Record the agreement event and its source. Link the offer version when known; leave gaps open for review.
03 / NOTICES
The messages on record.
Save notice dates, content and reported results, with a clear distinction between sent and delivered.
04 / HISTORY
The history that follows.
Find changes and cancellation events in a customer timeline. Export records for your team’s review.
See what was entered by staff, imported from a file or left unknown.
Inside the workspace03 / A WORKABLE PROCESSSpend less time searching.
Spend less time searching.
See the records together.
Start with the records you have. Add context as your team reviews them.
See how it fits together- 01
Bring what you have.
Enter records by hand or preview a CSV or Excel file before importing. You do not need to replace your billing system.
- 02
Put the pieces in context.
Link customers, subscriptions and offer versions. Record events with the original source and date.
- 03
Review what is on file.
Check the history in one place and decide what your team needs to follow up.
04 / WHICH RULES APPLY?Sell to California consumers?
Sell to California consumers?
Start with these rules.
California’s Automatic Renewal Law covers qualifying consumer offers that renew or continue until cancelled, including free-to-paid trials. Clear terms, consent, required notices and easy cancellation can all matter, even if your business is based elsewhere.
Check the scope and duties05 / FIELD NOTESMake sense of
All field notes Make sense of
the subscription record.
01 / Practical checklist
What belongs in a subscription record?
What to gather, what to keep, and what a record can show.
02 / Agreement evidenceA payment does not show what was agreed.
Keep billing records and agreement evidence separate.
03 / Notice operationsKeep track of the notices you already send.
Map your current messages and record their source and result.
START WITH ONE RECORDBring the history
Create your workspace Bring the history
into one place.
Add an offer, a subscription or a customer record to your workspace.