How to List Orders and Subscriptions Inside AccessAlly

In AccessAlly, you can have your clients manage their orders and subscriptions themselves AND update their credit card info. The tutorials on this page will show you how to set up this feature inside your membership site.

PLEASE NOTE:
Credit card information can only be displayed on pages secured with HTTPS. Please contact your server host if you need help with the SSL certificate installation.

ARTICLE CONTENT:

The Shortcode(s):

[accessally_list_order] and [accessally_list_subscription]

If you are using AccessAlly’s built in order form feature, these shortcodes will also allow the user to update their credit card info.

Video Tutorial:

STYLING CODE USED IN VIDEO

table.accessally-view-order-table, table.accessally-view-subscription-table{
margin: 10px 0;
border: 1px solid #e4e4e4;
border-collapse: collapse;
width:100%;
}
table.accessally-view-order-table .accessally-view-purchase-header-row, table.accessally-view-subscription-table .accessally-view-purchase-header-row{
border-bottom: 1px solid #e4e4e4;
}
table.accessally-view-order-table th, table.accessally-view-subscription-table th, {
text-align:center;
vertical-align:middle;
}
table.accessally-view-order-table td, table.accessally-view-subscription-table td {
border:none;
}
table.accessally-view-order-table td div, table.accessally-view-subscription-table td div{
margin-bottom:10px;
}
table.accessally-view-order-table .accessally-view-purchase-id-column{
width:10%;
text-align:center;
}
table.accessally-view-order-table .accessally-view-purchase-description-column{

}
table.accessally-view-order-table .accessally-view-purchase-date-column{
width:10%;
}
table.accessally-view-order-table .accessally-view-purchase-total-column{
width:10%;
}
table.accessally-view-order-table .accessally-view-purchase-total-paid-column{
width:10%;
}
table.accessally-view-order-table .accessally-view-purchase-total-due-column{
width:15%;
}
table.accessally-view-order-table .accessally-view-purchase-status-column{
width:10%;
}
table.accessally-view-subscription-table .accessally-view-purchase-id-column{
width:10%;
text-align:center;
}
table.accessally-view-subscription-table .accessally-view-purchase-description-column{

}
table.accessally-view-subscription-table .accessally-view-purchase-date-column{
width:10%;
}
table.accessally-view-subscription-table .accessally-view-purchase-total-column{
width:10%;
}
table.accessally-view-subscription-table .accessally-view-purchase-total-due-column{
width:10%;
}
table.accessally-view-subscription-table .accessally-view-purchase-status-column{
width:10%;
}
.accessally-view-purchase-total-paid-column .accessally-positive-amount{
color:green;
}
.accessally-view-purchase-total-due-column .accessally-positive-amount{
color:red;
}
.accessally-purchase-status-1{
color:red;
}
.accessally-view-purchase-show-payment-plan-checkbox{
display:none;
}
.accessally-view-purchase-show-payment-plan-checkbox{
display:none;
}
.accessally-view-purchase-show-payment-plan-checkbox:checked+label {
display: inline-block;
width: 22px;
height: 22px;
background-color: white;
background-repeat: no-repeat;
}
.accessally-view-purchase-show-payment-plan-checkbox+label {
display: inline-block;
width: 22px;
height: 22px;
background-color: black;
background-repeat: no-repeat;
position:absolute;
}
.accessally-view-purchase-show-payment-plan-decoration-label, .accessally-view-purchase-show-payment-plan-label {
cursor:pointer;
}
.accessally-view-purchase-show-payment-plan-label {
margin-left:30px;
}
tr.accessally-view-purchase-payment-plan-row {
background-color:#efefef;
}
input[type=”submit”].accessally-view-purchase-charge-now-button {
background-color: #00a5b3;
border: none;
padding: 5px 10px;
color: white;
border-radius: 5px;
box-shadow: 0 0 3px 3px #f1f1f1;
cursor: pointer;
font-size: 12px;
}
input[type=”submit”].accessally-view-purchase-charge-now-button:hover {
background-color: #a9b533;
}
.accessally-view-purchase-charge-now-section {
display:inline-block;
margin-bottom:10px;
}
.accessally-view-purchase-charge-now-selection {
height:20px;
display:block;
margin:10px 0;
}

Written Tutorial: List Order and Subscription Shortcodes

STEP 1: Go to AccessAlly > User Account Ops

STEP 2: Enable List Existing Order/Subscriptions Feature

To enable this feature and shortcode to work on your site, check the corresponding box. Depending on which CRM you are using, the options may be slightly different:

INFUSIONSOFT

When using Infusionsoft, you will need to add your Merchant Account ID.

You can also determine whether you’d like your users to be able to take care of an outstanding account balance.