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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 for your clients. To learn how to accomplish this successfully, please read through the tutorial on this page thoroughly.

Prorating Options: Which Is Right For Your Scenario?

OPTION 1: No Prorating

If you do not want payments to be applied to future payments during a “swap”, then you can select the “No Prorating” option. In this case, it’s as if you’re starting a new subscription from scratch with no previous payments made.

Screenshot of the "No Prorating" option

OPTION 2: Regular prorate

This option only looks at the most recent payment. For a monthly subscription, if we are halfway through the month, then half of the last payment will be credited to the new order.

This option is ideal for subscription replacement options, where a user is upgrading or downgrading a monthly subscription plan, for example.


OPTION 3: Fancy prorate
This option looks at all successful payments in a payment plan. For example, if the client has paid 6 payments for a 12-pay payment plan, the price for the new order will be reduced by 50%.

This option is ideal for payment plan payoff scenarios. (Note: The “Fancy” option ONLY shows if you are replacing a finite subscription/payment plan.)


How To Configure the Prorating Option

Step 1: Set Up Your Products

First, set up your products (Tutorial).

Typically, you would have a “one-time-payment” product, and a separate product set up for the payment plan option.

Step 2: Create Your Offer

Now, create two offers as you normally would – one for the one-time payment, the other for the payment plan.

Then, add the payoff option as shown in this video:

Step 3: Embed The Order Form Inside Your Membership Site

Lastly, make sure to embed the order form inside your membership site.

The screenshot below demonstrates what a logged-in user might see if the payments are prorated (the “total” price crossed out, with the pro-rated remainder below).

If a user is not logged in, the order form will only appear as a simple purchase (no replacement will occur).

Pro Tip:If you are in the Product Log area of AccessAlly, the “replaced” payment plan will appear with a “finished” tag on it, as in this screenshot:

Updated on October 29, 2020

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