Offline/Manual Payment + Email Verification

  • Resolved doliri

    (@doliri)


    5 months ago

    Hello ,

    I’m currently testing Paid Memberships Pro together with Profile Builder and I’m running into a workflow issue with manual/offline payments and email verification.

    Goal:

    1. User registers
    2. User receives payment details (status should remain pending!)
    3. I manually confirm the payment
    4. Only then the membership/account becomes active
      Additionally, I need email verification (user must confirm their email address via a link before the account is considered verified).

    What works
    When I use the PMPro registration-form-widget, the manual/offline payment flow works as expected: the user receives the “pending payment” email and the process stays pending until I confirm payment.

    What does not work
    When I use the Profile Builder registration form, the account/membership is activated immediately, so I cannot keep the user in a pending state until payment is confirmed.

    My questions

    1. Is it expected behavior that PMPro’s offline/manual payment “pending” workflow only runs when using the PMPro registration form (and not when registering via Profile Builder)?
    2. Is there an official integration or hook/setting that allows Profile Builder registration to trigger PMPro’s pending/offline payment flow (so the membership stays inactive until I confirm payment)?
    3. Regarding email verification: Am I correct that PMPro’s registration flow cannot be configured to send an email verification link before activating the account/membership?
    4. If so: Is it correct that the combination “offline/manual payment + email verification before activation” is not possible with PMPro + Profile Builder in this setup? If there is a recommended workaround, could you please point me to it (e.g., required add-ons, settings, or a supported approach)?

    Thanks!

    The page I need help with: [log in to see the link]

Viewing 3 replies - 1 through 3 (of 3 total)
  • Plugin Support thomaswild

    (@thomaswild)

    5 months ago

    Hello @doliri,

    I would like to start by mentioning that our plugin is called Paid Member Subscriptions. This important since there is another plugin with the name Paid Memberships Pro that is separate from our plugin.

    To better understand the issue at hand, I would like to ask for some additional information:

    1. Could you please send me a screenshot of the page at Dashboard -> Plugins -> Installed Plugins. Please make sure that your plugin and it’s version is clearly visible.
    2. Could you please go to the Dashboard -> Paid Member Subscriptions -> Members page, hover your mouse cursor over the member (with whom you have encountered this issue), and click on the Edit Member link that appears? Once you are on the Edit Member page, click on the “Edit” button from the Subscription tab, and please take a screenshot of the Subscription Logs and send it to me.
      You can see here: https://www.cozmoslabs.com/docs/paid-member-subscriptions/member-management/#Subscription_Logs an example of how the Subscription Logs should look.
    3. Could you please send me a screenshot of the page at Dashboard -> Paid Member Subscriptions -> Settings -> Payments -> Gateways?

    IMPORTANT: Since this is a public forum, please make sure that you blur/hide any sensitive data.
    You can use a site like https://snipboard.io/ to share the screenshots.

    With the following set-up:

    1. Profile Builder registration from with Subscription Plans field
    2. Manual/Offline gateway
    3. Enabled email confirmation through Profile Builder

    A new registration should look like this:

    1. While registering the user will be notified that they will only be able to complete their purchase of the subscription plan once they have confirmed their email address.
    2. After confirming their email address they will need to log in to your website. Their subscription status will be pending.
    3. They will then be redirected to the payment page. If the redirect doesn’t take place, they will be able to navigate to the page with the pms-account shortcode and click on retry payment.
    4. After paying using the Offline/Manual gateway, their status will remain pending until an administrator confirms their payment.
    Thread Starter doliri

    (@doliri)

    4 months, 1 week ago

    No Logs for this user available (he registered and after clicking the activation link, he was in, thought there is actually the open fee to pay:

    I have only offline-payment available as payment-gateway:

    I have one Plan with a registration fee of 45,- once to pay and no running abo-price (whicht would be monthly):

    I am using the Profile Builder registration form with Subscription Plans field and have enabled email confirmation through Profile Builder:

    I registered a new user and after confirming the activation link the user is immediately added to the subscription and there is no pending payment.

    This actually worked before, but after I changed the subscription plan, the Profile Builder registration workflow no longer seems to be active.

    The only change I noticed is that when I set a recurring price (for example 1 €), the payment stays pending.
    If I set the price back to 0 €, as required and only have the sign-up fee (as shown on the screenshot above), the user is immediately added to the subscription, regardless of whether the sign-up fee has been paid or not.

    Plugin Support thomaswild

    (@thomaswild)

    3 months, 4 weeks ago

    Hello @doliri,

    I would like to apologize for the late reply.

    I have managed to replicate this issue and I have forwarded this to our development team. They will work on fixing the issue and include it in one of the upcoming versions of our plugin. Unfortunately I can’t provide you with an estimate as to when this might be.

Viewing 3 replies - 1 through 3 (of 3 total)

You must be logged in to reply to this topic.