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.
Active Subscription Status
The subscription is current and up to date. The next billing date is shown.
Payment Due Status
Assigned in a 3-day window as AccessAlly attempts to collect a payment that is due.
The number of finite payments have been completed. No remaining payments are due.
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:
- The member (customer) is no longer able to access content
- Subscription payments are no longer processed
- Member can no longer update their credit card (Stripe) on the My Orders page
- Can be resumed to allow for member to update credit card (Stripe)
- PayPal customers need to purchase again on an AccessAlly order form
Canceled by Admin Status
This status appears if an admin has manually canceled a subscription via the Sales tab in AccessAlly.
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 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.
A client with this status keeps access to content, but is no longer paying recurring subscription payments for this offering.
A client with this status has replaced the subscription for a different one as part of a subscription upgrade or downgrade.
A client with this status has had an error that is preventing the subscription from working. If you see this status contact us.
Payment Failed Status
A client with this status has had a failed payment. See How to Follow-Up on a Failed Payment.
Search for Subscriptions
You can search for subscriptions by name, email address, and subscription ID number.
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 by Offering Name
You can filter by offering name to get all subscriptions for a specific offering.
Download Your Subscriptions
At the bottom of the results you filter for you will see two options.
- Download these subscriptions – CSV file of subscriptions by page. Select page on top right and download just that page.
- Download all subscriptions – CSV file of all subscriptions on all pages shown on top right.