How to Prevent Duplicate Payment Charges while using a Staging Site When you create a staging site, you duplicate all the existing functionality from the main site. While this makes it...
How To Set Up An Order Toggle Learn how to set up an order toggle for even more flexibility on selling products within your WordPress site. An...
Setting up multiple currencies on order forms To take payments through AccessAlly order forms in multiple currencies, you must enable this feature in AccessAlly’s general settings. Step...
How to Create an Order Bump AccessAlly’s Order Bump feature allows you to include a quick upsell offer inside the order form itself. This can be...
How to Enable the Mandatory Purchase Condition Checkbox For AccessAlly Order Forms The Mandatory Purchase Condition checkbox must be checked manually before payment is processed. This allows you to comply with any...
How to Add a 1-Click Upsell to a Purchase Confirmation Page With AccessAlly’s One-Click upsell feature, you can create easy one click upsell offers on any page in your membership site...
How to Test Your Order Forms with Stripe or PayPal Before anything on your membership site or course area goes “live”, you’ll want to test (and re-test) everything. This tutorial...
How to Cancel Recurring Subscriptions for Your Clients When a subscription is canceled, there are a series of actions that need to take place. (Future payments must be...
How to Track Affiliate Information From Ontraport When Using AccessAlly’s Order Forms Track affiliate information from Ontraport on your WordPress product site when using the AccessAlly course and membership plugin. NOTE: This...
Your Guide to Upgrading & Downgrading Subscription Payments AccessAlly’s upgrade & downgrade subscription capability is an extremely powerful feature. However, please be aware that there are many nuances....
How to Create a “Simple” Subscription Downgrade Simple downgrades work well when you choose to have different “tiers” of access within your membership site. For example, a...
How to Prorate Subscriptions and Payment Payoff Plans With AccessAlly, you can use prorating settings on your order forms to create subscription replacements options AND payment plan payoffs...
How to Create A Frequency Switch Option For Subscriptions Subscription management should be easy for your members, and this functionality built into AccessAlly gives members a lot of freedom....
How To Discount The First Payment Of A Trial Period With A Coupon Code Use the advanced promo feature to offer a paid trial period using a coupon code. When your customer enters the...
How Subscription Product Tags Work As you set up your recurring payment (subscription) product in AccessAlly, there are several subscription product tags that must be...
How to Send a Receipt via Stripe or Your CRM AccessAlly includes an email invoice feature. We do recommend using AccessAlly’s built-in email invoices as the preferred method. However, there...
How to Change The Subscription Payment Date By default, AccessAlly’s monthly subscription will bill the customer on the same day every month. For example if a client...
How to Refund A Purchase (Full & Partial Amounts) Refunds and cancellations are an inevitable part of running an online business. If you are using AccessAlly’s order forms, you...
Enable Settings to Accept Recurring Payments with PayPal Here’s what you can and cannot do with PayPal recurring payments, due to restrictions with PayPal’s system: There can be...
How To Charge Taxes On Your Order Forms You can charge tax on AccessAlly order forms. This tax can be figured based on the total amount purchased, a...