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How To Set Up An “Update Credit Card Information” Page For Your Clients

The tutorial on this page will show you how to set up a page on your website that lists the orders and subscriptions (current and past) for clients who are logged into the site. This will also give them the opportunity to update their credit card, which is helpful if they have an active recurring subscription that needs to be charged.

 
With AccessAlly products, you can set up a page so that your clients can update their own credit card info. This is extremely helpful if you are selling subscriptions or products with recurring payments, since the credit cards must be charged multiple times, and may expire or otherwise become invalid during this time.

When to use it:

If you are using AccessAlly Products, these two shortcodes will list current (and past) orders and subscriptions for your users. The shortcodes also allow the user to manually charge an overdue balance on their account. For the subscription shortcode, the user can also edit the credit card info on file.

* 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.

Shortcode(s) used in this tutorial:

[accessally_list_order] and [accessally_list_subscription]

Video Tutorial

Written Tutorial

STEP 1: Enable the necessary shortcodes

To enable the necessary shortcode, please go to AccessAlly -> User Account Ops -> Orders

Here, you can enable the list existing orders/subscriptions feature.

subscription-enable-setting

Note: the credit card information used by the recurring payments MUST be updated as part of the [accessally_list_subscription] shortcode display.

STEP 2: Add Shortcode(s) to page

Next, open up the page you’d like to add the shortcodes to.

The shortcodes are:

[accessally_list_order] and [accessally_list_subscription]

And can be found via the shortcode adder:

STEP 3: Make Page Live

Once the shortcodes have been added to the page, you can hit “publish” (or “update”).

The information will appear as follows:

Updated on June 19, 2019

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