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How to List Orders and Subscriptions Inside AccessAlly When Using Infusionsoft OR Ontraport

In AccessAlly, you can have your clients manage their orders and subscriptions themselves, without you manually having to log into Infusionsoft or Ontraport and manually processing them. This will show current and past orders The tutorials on this page will show you how to set up this feature inside your membership site.

Please note that, if you’re using AccessAlly Products (AccessAlly’s built-in ecommerce system), this tutorial is not applicable. You will need this tutorial, instead.

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The Shortcode(s):

[accessally_list_order] and [accessally_list_subscription]

Video Tutorial:

STYLING CODE USED IN VIDEO

table.accessally-view-order-table, table.accessally-view-subscription-table{
margin: 10px 0;
border: 1px solid #e4e4e4;
border-collapse: collapse;
width:100%;
}
table.accessally-view-order-table .accessally-view-purchase-header-row, table.accessally-view-subscription-table .accessally-view-purchase-header-row{
border-bottom: 1px solid #e4e4e4;
}
table.accessally-view-order-table th, table.accessally-view-subscription-table th, {
text-align:center;
vertical-align:middle;
}
table.accessally-view-order-table td, table.accessally-view-subscription-table td {
border:none;
}
table.accessally-view-order-table td div, table.accessally-view-subscription-table td div{
margin-bottom:10px;
}
table.accessally-view-order-table .accessally-view-purchase-id-column{
width:10%;
text-align:center;
}
table.accessally-view-order-table .accessally-view-purchase-description-column{

}
table.accessally-view-order-table .accessally-view-purchase-date-column{
width:10%;
}
table.accessally-view-order-table .accessally-view-purchase-total-column{
width:10%;
}
table.accessally-view-order-table .accessally-view-purchase-total-paid-column{
width:10%;
}
table.accessally-view-order-table .accessally-view-purchase-total-due-column{
width:15%;
}
table.accessally-view-order-table .accessally-view-purchase-status-column{
width:10%;
}
table.accessally-view-subscription-table .accessally-view-purchase-id-column{
width:10%;
text-align:center;
}
table.accessally-view-subscription-table .accessally-view-purchase-description-column{

}
table.accessally-view-subscription-table .accessally-view-purchase-date-column{
width:10%;
}
table.accessally-view-subscription-table .accessally-view-purchase-total-column{
width:10%;
}
table.accessally-view-subscription-table .accessally-view-purchase-total-due-column{
width:10%;
}
table.accessally-view-subscription-table .accessally-view-purchase-status-column{
width:10%;
}
.accessally-view-purchase-total-paid-column .accessally-positive-amount{
color:green;
}
.accessally-view-purchase-total-due-column .accessally-positive-amount{
color:red;
}
.accessally-purchase-status-1{
color:red;
}
.accessally-view-purchase-show-payment-plan-checkbox{
display:none;
}
.accessally-view-purchase-show-payment-plan-checkbox{
display:none;
}
.accessally-view-purchase-show-payment-plan-checkbox:checked+label {
display: inline-block;
width: 22px;
height: 22px;
background-color: white;
background-repeat: no-repeat;
}
.accessally-view-purchase-show-payment-plan-checkbox+label {
display: inline-block;
width: 22px;
height: 22px;
background-color: black;
background-repeat: no-repeat;
position:absolute;
}
.accessally-view-purchase-show-payment-plan-decoration-label, .accessally-view-purchase-show-payment-plan-label {
cursor:pointer;
}
.accessally-view-purchase-show-payment-plan-label {
margin-left:30px;
}
tr.accessally-view-purchase-payment-plan-row {
background-color:#efefef;
}
input[type=”submit”].accessally-view-purchase-charge-now-button {
background-color: #00a5b3;
border: none;
padding: 5px 10px;
color: white;
border-radius: 5px;
box-shadow: 0 0 3px 3px #f1f1f1;
cursor: pointer;
font-size: 12px;
}
input[type=”submit”].accessally-view-purchase-charge-now-button:hover {
background-color: #a9b533;
}
.accessally-view-purchase-charge-now-section {
display:inline-block;
margin-bottom:10px;
}
.accessally-view-purchase-charge-now-selection {
height:20px;
display:block;
margin:10px 0;
}

Written Tutorial: List Order and Subscription
For Infusionsoft/Ontraport Users ONLY

STEP 1: Go to AccessAlly > User Account Ops

STEP 2: Enable List Existing Order/Subscriptions Feature

To enable this feature and shortcode to work on your site, check the corresponding box.

Here, you can also determine whether you’d like your users to be able to take care of an outstanding account balance.

(Note: Ontraport users do not need a merchant account ID)

STEP 3: Add both shortcodes to page

The orders list:

The subscriptions list will appear as follows:

Updated on January 2, 2018

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