Admin Manual
Member Management Using PayPal
last updated: 2008-02-10 06:24:38

We are working on 100% automation for all member / payment gateway procedures.  Look for the opts_16.gifthat shows which procedures are fully automated.  Check back often to see our progress.  As of now, there are some manual steps involed for some procedures.  "100% automation"  refers to you, the administrator, not having to get involved in the process, so any admin initiated / assisted process cannot be 100% automated.

opts_16.gifPayPal > Cancellation > Yearly Membership > Member Initiated

If a yearly membership customer cancells their own membership, nothing is done on the financial end, because the membership has been paid in full in advance for the entire year.  The member would cancel their membership.

Just because the payment was paid in full does not mean you cannot manually provide a partial or full refund.  This would all depend on your policy and the circumstances of the cancellation.  For information on refunds, consult the PayPal documentation.

PayPal > Cancellation > Yearly Membership > Admin Initiated

If a yearly membership customer is cancelled by the admin, nothing is done on the financial end, because the membership has been paid in full in advance for the entire year.  The admin would cancel their membership.

Just because the payment was paid in full does not mean you cannot manually provide a partial or full refund.  This would all depend on your policy and the circumstances of the cancellation.  For information on refunds, consult the PayPal documentation.

PayPal > Cancellation > Monthly Membership > Member Initiated  

There are three ways a PayPal member can initiate a cancellation of a monthly membership.

  1. opts_16.gifThrough PayPal.  A PayPal member can go into his or her PayPal account and cancel the scubscription from that end.  This action would automatically send a notice to your membership site and cancel the membership (remove the member from your profile permenatly).  In addition, PayPal would send you an e-mail of this cancellation, and iGrOOps would send you and all admins a confirmation of this cancellation. 
  2. Through Your Membership Site.  A member can cancel their membership through your membership. Once you get the notice, you need to go into PayPal and cancel their membership.
  3. Admin Notification. A member can notify you, the admin, buy any means and ask you to cancel his or her membership.  See the "admin initiated" section right below.

PayPal > Cancellation > Monthly Membership > Admin Initiated  

  1. use your membership database to search for the member you wish to cancel and cancel their membership
  2. In PayPal, delete the subscription.

opts_16.gifPayPal > Cancellation > Monthly Membership > Payment Gateway Initiated

PayPal > Suspension > Yearly Membership > Member Initiated

PayPal > Suspension > Yearly Membership > Admin Initiated

PayPal > Suspension > Monthly Membership > Member Initiated

PayPal > Suspension > Monthly Membership > Admin Initiated

PayPal > Suspension > Monthly Membership > Payment Gateway Initiated

PayPal > CC Update > Monthly Membership > Member Initiated

PayPal > CC Update > Monthly Membership > Payment Gateway Initiated


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