In an ideal world, when someone signs up for a subscription purchase, they simply receive recurring charges on their credit card to stay “active”.
However, there are a few situations where you might need some additional admin capabilities to manually pause, renew, cancel, or offer free “credits” for subscriptions.
How to Manage Subscription Purchases Manually
When a client emails in and requests a specific operation, an admin may perform a MANUAL action to satisfy the customer’s needs by going to: AccessAlly > Purchase Log.
Here, you can locate the correct subscription (via the Orders, Subscriptions, or Subscription Details tab, depending on which method of searching is easiest for you).
Once you’ve located the correct subscription, you can perform your admin option as needed. Each option is detailed below.
Currently, the following admin options are available:
- Revoke – where a user’s access to the site is revoked immediatelyand no future payments are charged.
- Cancel – where a user’s access to the site is revoked at the end of the current billing cycle, and no future payments are charged.
- Stop – where no future payments are charged, but no access is revoked.
- Resume – where a subscription payment cycle that has been stopped (for whatever reason) is resumed as usual.
- Charge outstanding payments – where any missed payments for a subscription are charged to the credit card on file.
- Skip payments – where you can opt to skip a designated number of future recurring payments, then resume the current billing cycle.
- Refund credit card – if you wish to refund a purchase, please see this tutorial.
Revoke Subscription Immediately
Learn more about this option here: Subscription Management: Revoke Subscription Immediately
Learn more about this option here: Subscription Management: Cancel Subscription
Stop Subscription Immediately
Learn more about this option here: Subscription Management: Stop Subscription
Learn more about this option here: Subscription Management: Resume Subscription
Charge Outstanding Payments
Learn more about this option here: Subscription Management: Charge Outstanding Payments
Learn more about this option here: Subscription Management: Skip Payments
Allow Clients to Self-Manage Subscriptions
If you’d like, you can create buttons that allow clients to perform certain actions themselves (like cancelling a subscription). Learn more about how to set that up in this tutorial: How to Allow Clients to Manage (and Cancel) Their Own Subscriptions
Optional: Automate Subscription Management with CRM Automations
You may create CRM automations for some of your subscription management needs, by using the designated trigger tags that you set up inside your subscription product.
Once configured, these automations will run whenever the corresponding trigger tag is added to the user by AccessAlly.
Please familiarize yourself with these tags by reading this tutorial: Subscription Product Tags and How They Work
Subscription Status Explained
Wondering what each of the subscription statuses mean? Here’s your guide!
|Status||Description||Can revoke||Can cancel|
|Success||All payments are current & have been successfully processed.||Yes||Yes|
|(Started)||(This doesn’t exist for Subscriptions, only one-time orders. It means clients entered their contact info, but did not complete the purchase process.)|
|Finished||(1) For a finite recurring payment plan, this appears after the last paid period has been charged. (2) For an indefinitely recurring payment plan, it means the subscription was canceled either by admin or the client and AccessAlly has applied the revoke tag(s) after the last paid period.|
|Revoked||The subscription has been revoked by admin and AccessAlly has applied the revoke tag(s).|
|Payment due||AccessAlly failed to process the last scheduled payment. AccessAlly will make up to 3 attempts with one day in between.||Yes|
|Failed to collect||AccessAlly failed to process the last scheduled payment after 3 tries. AccessAlly will no longer make further attempts and the Payment Failed tag has been added.||Yes|
|Canceled by Admin||The Admin has canceled the subscription, but before the end of the pre-paid period (AccessAlly will add the revoke tags at the end of the current period, at which point the subscription will transition into the Finished state.)||Yes|
|Canceled by Client||The client has canceled the subscription, and AccessAlly will add the revoke tags at the end of the current period, at which point the subscription will transition into the Finished state.||Yes|
|Error||Something unexpected has happened (most common cause is a deleted CRM contact). Please consult AccessAlly technical support.||Yes|