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How to List Orders and Subscriptions & Allow Credit Card Updates

In AccessAlly, you can have your clients manage their orders and subscriptions themselves AND update their credit card info. 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.

The Shortcode(s):

[accessally_list_order] and [accessally_list_subscription]

These shortcodes will display information for subscriptions made both by AccessAlly order forms and Infusionsoft/Ontraport subscription, if applicable.

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

Example of What Your Page Will Look Like for Clients

This is what the orders list looks like.

Orders Screenshot Image

This is what the subscription list looks like.

Below you’ll see examples of an

  • Active Subscription
  • Revoked Subscription
  • Canceled Subscription
  • Skip Payment Credits Applied to a Subscription

Subscription Examples Image

When someone has an active subscription, they can click the button to update their credit card on file and a small popup window will open pre-filled with their details. They will be able to save their updated details, which are specific to each subscription.

Screenshot of update credit card screen

STYLING CODE USED IN THIS EXAMPLE

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;
}

How List Order and Subscription Shortcodes & Let Subscribers Update Their Credit Cards

STEP 1: Go to AccessAlly > User Account Ops

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.
Enable Orders and Subscriptions

ONTRAPORT

When using Ontraport, you can also determine whether you’d like your users to be able to take care of an outstanding account balance.
Alternative Text Image

ACTIVECAMPAIGN

CONVERTKIT

User Account Management Settings

DRIP

Drip User Account Management Settings

STEP 3: Add both shortcodes to page

Screenshot of the two shortcodes on a page

Updated on March 27, 2020

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