1. Home
  2. AccessAlly
  3. Managing Your Membership Site
  4. Admin Operations
  5. How To Manage Subscriptions Using the Built-In Admin Options
  1. Home
  2. AccessAlly
  3. AccessAlly E-Commerce
  4. How To Manage Subscriptions Using the Built-In Admin Options

How To Manage Subscriptions Using the Built-In Admin Options

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.

Please remember: AccessAlly subscriptions are only possible when you’re integrated with Stripe.


How to Manage Subscription Purchases

This video walks you through how to access & work with the admin options for your subscription purchases.

Currently, the following admin options are available:

  • Revoke
  • Cancel
  • Stop
  • Resume
  • Charge outstanding payments
  • Skip payments by adding credits
  • Refund credit card – if you wish to refund a purchase, please see this tutorial.

Written Tutorial

Step 1: Locate Purchase Log Area

To access the admin options, log into your WordPress site. Then, go to: AccessAlly > Purchase Log > Subscription Details

Step 2: Locate the Correct Order To Perform the Admin Action On

Here, you can enter the subscription ID in the search box to pull up the details.

Not sure what the appropriate subscription ID is? Look under the “Subscriptions” tab to find the right one!

Once you’ve located the correct subscription, you can perform your admin option as needed. Each option is detailed below. (To refund a payment, please see this tutorial.)

Revoke Subscription Immediately


REVOKE SUBSCRIPTION - Details

What Happens:

  • The Revoke tag(s) (configured in AccessAlly > Products) are applied.

What does NOT Happen:

  • The subscription payment is NOT refunded, but it will also NOT be renewed (i.e. future payments/credit charges are canceled).

If you want to process a refund, you’ll have to do it manually in Stripe.

How to use it:

Use this operation if a client asks for a refund or cancellation. You can manually revoke their access to the course content here. DO NOT FORGET TO ALSO REFUND THROUGH STRIPE, if that is your agreement with the client.

Cancel Subscription


CANCEL SUBSCRIPTION - Details

What Happens:

  • The REVOKE tag is added at the END of the subscription period
  • The STOP tag is added IMMEDIATELY

What does NOT Happen:

  • This does NOT refund any money spent.

Stop Subscription Immediately

STOP SUBSCRIPTION - Details

What Happens:

  • The Stop tag (configured in AccessAlly > Products) is added to the user.

Tip: Use the STOP tag in your CRM automations, so that the user will he unsubscribed to any follow-up sequences if it’s added to their account.

What does NOT Happen:

  • The revoke tag is NOT added.
  • This does NOT refund money spent.

How to use it:

If your subscriber accidentally made a duplicate purchase, you can use this option to ensure that the subscriber only receives ONE set of follow-up sequences, AND does not accidentally lose access to content (like they would if a full Revoke tag was added.)

You might also use this option if someone is “upgrading” their subscription to a higher tier, and you want them to maintain access to the original content, but only receive email automations for the new tier.

RESUME Subscription

This option ONLY appears on a subscription that has been STOPPED, REVOKED, or CANCELLED via the admin options listed in this article.

RESUME SUBSCRIPTION - Details

What Happens:

  • The subscription will be resumed – all future payments will be charged according to the original payment schedule.

Tip: Pay attention to when the order was initially placed, and use the “Skip Payments” option as needed.

What does NOT Happen:

  • NO tags are removed. (Please remove your STOP or REVOKE tags manually, if there are any on the user’s account.)
  • NO tags are added.
  • This does NOT charge past (missed) payments.

How to use it:

If you have stopped a subscription, this option will allow you to restart it again. Use it in scenarios where a client asks to re-start a paused membership.

Please note that restarting a subscription will resume based on the original purchase schedule.

So if the original subscription purchase would charge on the 1st of every month, clicking the “resume” button on the 31st means that the user will be charged the next day (the 1st).

Charge Outstanding Payments

CHARGE OUTSTANDING PAYMENTS - Details

What Happens:

  • The credit card on file will be charged for the amount of outstanding payments you specify.

What does NOT Happen:</h4

  • NO tags are added or taken away. This is a billing-only action.

How to use it:

Use this operation if the user has fallen behind on their payments (due to an expired credit card or other confusion). You can see at a glance how many outstanding payments (and the amount) is due on the account, and select how many should be charged.

This is a necessary operation if a credit card was expired, for example. Simply updating a credit card will not authorize AccessAlly to charge for multiple missed payments. You will have to manually authorize that step with this option.

Skip Payment By Adding Credits

SKIP PAYMENT - Details

What Happens:

  • A specified number of future subscription payments are not charged to the user.

What does NOT Happen:

  • The subscription status is NOT changed (if it is inactive or revoked from missed payments)
  • NO tags are added or removed (if revoke tags were added because of missed payments, this option does not give the user access to the course material

How to use it:

Use this operation to allow subscribers to “skip” any number of recurring payments.

An example use of this feature is when you’d like to give a client two free “months” of a monthly subscription. Rather than set up an entirely new promo inside AccessAlly’s Products and Offers, you can manually grant them free months (or however long your recurring payment is) here.

Note: This feature is NOT connected with AccessAlly’s credit system.

Subscription Status Explained

Press here to reveal

Wondering what each of the subscription statuses mean? Here’s your guide!

Status Description Can revoke Can cancel
Active All payments have been successfully processed. Yes Yes
Finished (1) Finite recurring payment plan: after the last paid period. (2) Indefinitely recurring payment plan: 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 Admin 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
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
Updated on September 10, 2018

Was this article helpful?

Related Articles