Users - Subscription Management

MOD CMS - Content Management > Users
MOD Commerce Subscription Module
Accessing Subscription
Subscriptions can be accessed through either of the following methods, both offering the same functionality:
  1. POS – Membership Button
    1. Search for the member
    2. Select ‘Subscriptions’
  2. CMS – Web Users
    1. Choose ‘Edit Details’
    2. Click on ‘Subscriptions’
Pausing a Membership
Unlike Stripe, the system now allows multiple pauses. You can specify start and end dates, making it possible to schedule a pause in advance—for example, if a member plans to take a holiday. 
Steps
  1. Click the ‘Add Pause’ button in the right actions
  2. Enter the Date From & Date To
  3. If today’s date is within the dates entered, then the membership will be paused instantly
  4. All paused dates will be displayed as below
Activate a Paused Membership
Modify the current paused end date, if the end date is less than today then a full payment will be taken, and the membership will continue and become active.
 
Modify / Delete Paused Dates
  • You can only delete a pause if its start date is in the future.
  • For active pauses, only the end date can be edited.
  • If the end date is set to a past date, a full payment will be taken, and the membership will automatically resume and become active.
 
Cancel a Membership
Steps
  1. Click the ‘Cancel’ button in the right actions
  2. A popup will ask you to confirm
  3. The membership will be changed to a cancelled status.
 
Activate a Cancelled Membership
Steps
  1. Click the ‘Activate’ button in the right actions
  2. A popup will be displayed as below
  3. Select a new membership option from the first dropdown list
  4. The new subscription price will be displayed
    1. Discounted price can be applied at this point
    2. Alter the Subscription Price textbox
  5. Next Payment Date will be displayed
    1. Change of payment date can be applied
    2. Alter the Next Payment Date textbox
  6. Before clicking ‘Save Changes’ - Review the information text
    1. This will advise of any charges that will be taken immediately
    2. The Next Subscription payment date.
  7. Clicking ‘Save Changes’ will take a payment if required and upgrade the membership.
 
Upgrade/downgrade Membership
Steps
  1. Click the ‘Modify’ button in the right actions
  2. A popup will be displayed as below
  3. Select a new membership option from the first dropdown list
  4. The new subscription price will be displayed
    1. Discounted price can be applied at this point
    2. Alter the Subscription Price textbox
  5. Next Payment Date will be displayed
    1. Change of payment date can be applied
    2. Alter the Next Payment Date textbox
  6. Before clicking ‘Save Changes’ - Review the information text
    1. This will advise of any charges that will be taken immediately
    2. The Next Subscription payment date.
  7. Clicking ‘Save Changes’ will take a payment if required and upgrade the membership.
 
Change a Membership Payment Date
Payments are now processed overnight. You can change the payment date if needed; however, this may result in a pro-rata charge.
Steps
  1. Click the ‘Modify’ button in the right actions
  2. A popup will be displayed as below
  3. Change of payment date text box
    1. This will advise of any charges that will be taken immediately
    2. The Next Subscription payment date.
  4. Clicking ‘Save Changes’ will take a payment if required and upgrade the membership.
 
Payment History 
Payment history will show any Subscription payments or Charge Card payments.
 
Failed Payments
If a scheduled payment fails, the membership status will become ‘payment_failed’, no membership access will be available.
Any failed payments will automatically retry 3 times, 1 day, 2 days, 3 days
In the payments area, any failed payments will have a manual ‘Retry’ button, this will try and take a payment immediately, only 2 manual retries a day can occur.
If a retry is successful, the membership will become active.
 
Refund a Payment
In the Payments area, successful transactions will display a refund option. Only one refund can be issued per transaction, and it can be up to the full amount of the original payment.
  
Update a Customer Credit Card
Card information can be updated in three ways:
  1. Through the management system
  2. By the member directly on the website
  3. By the member directly the membership app
Additionally, members will receive an email reminder 30 days before their card expires.
Steps
  1. Select the ‘Add New Card’
  2. Enter the card details
  3. Click Submit
  4. New card will now be saved for next payment
 
Charge Customer Credit Card with a Custom Charge
This option should only be used when a customer has forgotten their credit card and is unable to pay for goods. In such cases, a custom payment can be processed against the stored card.
In the future, a dedicated ‘Charge Card on File’ option will be available directly in the POS system.
Steps
  1. Select the ‘Charge Card’
  2. Enter a description for the payment
  3. Enter an amount to charge
  4. Click Submit
  5. Payment will be taken
  6. Payment will be displayed in the payments section
 
 

Article ID: 186, , Modified: Yesterday at 7:08 PM

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