Subscriptions Tab Overview in AccessAlly

This articles shares an overview of what you’ll find in the Subscriptions Tab. We recommend reading the Subscription Management Guide for details on managing subscription payment plans.

Subscriptions Tab Location

AccessAlly > Sales > Subscriptions

Filter by Subscription Status

You can filter the orders on this page by the statuses shown in the dropdown.

Subscription Statuses

Active

Active Subscription Status

The subscription is current and up to date. The next billing date is shown.

Active Status

Payment Due

Payment Due Status

Assigned in a 3-day window as AccessAlly attempts to collect a payment that is due.

Payment Due

Finished

Finished Status

The number of finite payments have been completed. No remaining payments are due.

Finished Payment Plan

Revoked

Revoked Status

This status is usually from a refund request or if a member has reached the end of your failed payment grace period.

About this status:

  1. The member (customer) is no longer able to access content
  2. Subscription payments are no longer processed
  3. Member can no longer update their credit card (Stripe) on the My Orders page
  4. Can be resumed to allow for member to update credit card (Stripe)
  5. PayPal customers need to purchase again on an AccessAlly order form

Revoked Status

Canceled by Admin

Canceled by Admin Status

This status appears if an admin has manually canceled a subscription via the Sales tab in AccessAlly.

Admin Canceled Status Log

A contact in this status will continue to have access to the content in a membership (for example) until the next payment due date. At that time access would be revoked.

Canceled by Admin

Canceled by Client

Canceled by Client Status

This status appears if a client clicks a cancel subscription custom operation button within your site as part of a self-cancelation flow. A client in this status will continue to have access to the content in a membership (for example) until the next payment due date. At that time access will be revoked.

Client Canceled Status

Paused

Paused Status

A client with this status keeps access to content, but is no longer paying recurring subscription payments for this offering.

Paused Subscription

Replaced

Replaced Status

A client with this status has replaced the subscription for a different one as part of a subscription upgrade or downgrade.

Replaced Subscription

Error

Error Status

A client with this status has had an error that is preventing the subscription from working. If you see this status contact us.

Error Status

Payment Failed

Payment Failed Status

A client with this status has had a failed payment. See How to Follow-Up on a Failed Payment.

Payment Failed

Search for Subscriptions

You can search for subscriptions by name, email address, and subscription ID number.

Find Subscription

Search Timeline

You can select a timeline to apply to your search. For example all orders in June 2023 or all orders in the last 30 days.

Filter Subscriptions by Dates

Filter by Offering Name

You can filter by offering name to get all subscriptions for a specific offering.

Filter Subscriptions by Offering

Download Your Subscriptions

At the bottom of the results you filter for you will see two options.

  1. Download these subscriptions – CSV file of subscriptions by page. Select page on top right and download just that page.
  2. Download all subscriptions – CSV file of all subscriptions on all pages shown on top right.

Subscriptions Download

Updated on November 16, 2023

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