Full-service Internet Marketing & Web Development
Recent Posts
Sponsors
 |
Deactivating Customer access on Declined paymentsAdrian Singer, 12-10-2008 |
When using the Software Projects shopping cart, your customers are provided with a customer's back office system, where customers can login to:
Access electronic products
View order information
Access a private member's only community (forum / blog)
Submit support tickets and
Update payment details.
The SPI system offers two ways to block customer access to the back office.
1. Change customer status to 'Inactive' - to block all access
Every customer has a 'status' flag which can be either: Active, Inactive, Abandoned or Testing.
To update customer status, open the Customer Manager, locate the customer you would like to update, click on the customer name and change the status field:
Setting a customer status to 'Inactive' will block all access to the customer's back office. This is the quickest way to disable all access.
Upon attempting to login, the customer will be presented with a message like this one:
Important: When an inactive customer visits your main site and places a new order, their status will automatically change back to 'Active'.
2. Cancel orders - to block access to individual products and services
Upon successful login to the customer's back office, your customers will typically be presented with a list of products / services they can access, based on their order history:
You can control whether canceled orders are not included on the list of "Your products" or listed with no link.
To cancel a customer order, open the Customer Manager, locate the customer, click on the customer name and then click on the Cancel / Refund button next to the order you wish to cancel:
All changes take effect immediately.
If you're offering subscription-type products (with recurring payments), you are probably going to want to automatically cancel an order and block access, when charges to the customer's credit card are declined.
To set this up, open the Order Manager and click on Settings.
Set the number of days of unpaid balance when you'd like an order to be automatically canceled:
For example, setting this to 3 days, would cause the system to automatically cancel all recurring orders where charges have been declined 3 days ago. The system will attempt to charge a credit card up to 3 times, once per day. If the card declines 3 times and no alternative form of payment is provided, the customer order will be canceled and access to the designated product / service blocked.
The SPI system offers two ways to block customer access to the back office.
1. Change customer status to 'Inactive' - to block all access
Every customer has a 'status' flag which can be either: Active, Inactive, Abandoned or Testing.
To update customer status, open the Customer Manager, locate the customer you would like to update, click on the customer name and change the status field:
Setting a customer status to 'Inactive' will block all access to the customer's back office. This is the quickest way to disable all access.
Upon attempting to login, the customer will be presented with a message like this one:
Important: When an inactive customer visits your main site and places a new order, their status will automatically change back to 'Active'.
2. Cancel orders - to block access to individual products and services
Upon successful login to the customer's back office, your customers will typically be presented with a list of products / services they can access, based on their order history:
You can control whether canceled orders are not included on the list of "Your products" or listed with no link.
To cancel a customer order, open the Customer Manager, locate the customer, click on the customer name and then click on the Cancel / Refund button next to the order you wish to cancel:
All changes take effect immediately.
If you're offering subscription-type products (with recurring payments), you are probably going to want to automatically cancel an order and block access, when charges to the customer's credit card are declined.
To set this up, open the Order Manager and click on Settings.
Set the number of days of unpaid balance when you'd like an order to be automatically canceled:
For example, setting this to 3 days, would cause the system to automatically cancel all recurring orders where charges have been declined 3 days ago. The system will attempt to charge a credit card up to 3 times, once per day. If the card declines 3 times and no alternative form of payment is provided, the customer order will be canceled and access to the designated product / service blocked.
|
|
Subscribe Now to receive new posts via Email as soon as they come out.
Comments
Post your comments