An agency’s extension license may not be the merchant’s license

Start with the installed extension, then find the entitlement

Use WooCommerce’s system status report to identify the active plugin name and version on the store. The report also describes the platform versions, theme, template overrides and assigned checkout page. This gives you an installation snapshot to match against purchase records. It does not answer the commercial question of who can obtain the next download or renew a particular entitlement.

For each extension involved in checkout or another continuing store function, locate the merchant’s existing purchase record, agency agreement or vendor-account entitlement. Match the exact product and covered website or plan where the record names one. Record the holder shown there, even if that holder is the contractor. A payment to an agency for website work is not enough evidence to fill in every vendor entitlement as merchant-owned.

Keep separate the person who maintains the installed plugin, the account holder named by the vendor and the person who pays the renewal. They may be the same, but the handoff should establish that from records rather than from who last logged into WordPress.

Break continued access into specific questions

Read the applicable entitlement terms for the actual product. Identify separately what they say about continued use of installed files, access to downloads, updates, vendor support and any connected service the extension requires. These are questions to resolve, not a universal list of rights bundled with every license. Record the source and date of each answer.

For renewal, copy the date, responsible party and any notice requirement actually stated in the account or agreement. If the agency supplied access under a wider plan, ask which documented benefit ends when the agency relationship ends. Do not assume the whole plugin stops working, or that it will continue indefinitely, solely because a subscription ends. The relevant terms and implementation must establish the consequence.

An administrator being able to open the extension’s settings is evidence of store access. The ability to retrieve the entitled download through an authorized vendor account is a separate fact. Where only the former contractor has that route, record the dependency without asking for their shared account password.

Choose only among options that are actually available

Ask the vendor to confirm the available continuity option for the named holder, product and merchant site. The answer might address a permitted transfer, separate merchant entitlement or continued authorized agency coverage; none of these should be entered as available until the vendor’s terms or written response supports it. Record any required action, responsible person and confirmed timing.

If the merchant can already retrieve the necessary materials through its own authorized entitlement and has a documented renewal owner, that row has a supported continuation path. If access still depends on the departing agency, keep the row open until the permitted arrangement is documented and accessible. An intention to transfer later does not establish a completed handoff.

The next decision is whether the contractor exit or planned extension change depends on this unresolved access. Name the affected store function and the next documented date that makes the answer necessary. Avoid changing a working checkout merely to prove a licensing point. Compatibility, account recovery and entitlement are separate investigations, even when the same plugin appears in all three.

Make the handoff request narrow enough to answer

The useful request identifies the extension and installed version, the holder shown in the available record, the entitlement that remains uncertain and the next action awaiting confirmation. Keep purchase records and account details in the merchant’s authorized private records. The public summary only needs the dependency and the question.

A Prism checkout-review consultation can start from the website, the research-only products and the extension dependency affecting checkout. Ask for the particular review or handoff assistance you need. Prism confirms pages, questions, follow-up, scope, fees and terms before work, and the merchant chooses which changes to make. An inquiry receives email follow-up; it does not purchase a license, authorize a transfer or book an appointment.

Extension entitlement record

Complete one copy for each extension whose continued access matters to the handoff. Use real purchase records and the applicable vendor terms. A blank right or transfer option remains unconfirmed; installation alone cannot close it. Record references, never license keys or passwords.

Worksheet entries are not submitted by Prism’s worksheet and are not saved by the site. Use record types, availability, anonymized observations, or match/mismatch results. Do not enter government identifiers, customer names or addresses, customer messages, receipt-access links, card or bank details, passwords, or keys. Send sensitive documents only through the provider’s verified secure channel.

These are temporary notes. Leaving or reloading this page may clear them. Worksheet entries are not sent automatically. If you copy notes into the consultation message and submit the form, Prism receives them as part of your request.