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Created: 19/08/2016 | By: Magenest | Email: http://servicedesk.izysync.com/servicedesk/customer/portal/23

Introduction

   Subscriptions and Recurring Payments extension for Magento 2  is the exclusive special feature that has been equipped with the Magento-powered store with the feature of subscription and recurring payment. Simply, when this extension is added to increase recurring revenue stream, your business model will become more and more developed and diversified.

     Subscriptions and Recurring Payments extension provides all options for merchants to configure subscription products such as magazines, newspapers, newsletters or memberships, etc. All things become easy and simple with this extension. It helps customers save time to buy products from repeating order process. And you will no longer need to invoice your individual customers for each payment. Therefore, it is one of the most helpful solutions.

     For Magento Subscriptions & Recurring Payments extension, you as a merchant will be able to configure subscription options for your products as desire, manage your subscribers' status and monitor recurring cycles.

Features

• Subscriptions and Recurring Payments extension enables you to fully control subscription options and manage subscription profiles.
• Customer Can Define Start Date provides merchants options to set whether the customer can define the start subscription date or not.
• Maximum Payment Failures enables merchants to set a number of scheduled payments that can fail before subscription profile is automatically suspended.
• Auto Bill on Next Cycle helps merchants to automatically bill the outstanding balance amount in the next billing cycle.
• Multiple billing options allow merchants to create different billing periods.
• Enable Trial (Trial Billing Amount, Trial Billing Period Unit, Trial Billing Frequency, Trial Billing Cycles, Enable Initial Fee) provides merchants option whether to set a trial subscription for customers or not. 
• Payment Profiles Manager allows merchants to manage subscription cycles, monitor profiles status or delete a profile.

Video Tutorial Playlist

(Go to the playlist to view more: https://www.youtube.com/playlist?list=PLOgckfH7zlZsgwTPTGF7035wtVac0bXc-)

Payment Methods

Subscriptions and Recurring Payments extension supports following payment methods:

• PayPal Express Checkout. 

• Credit Card Direct Post (Authorize.net) (NEW).

Subscription Product Types

Supported product types for Subscriptions and Recurring Payments extension include:

• Simple Product.

• Virtual Product.

• Downloadable Product.

• Configurable Product

System Requirements

Your store must be running on Magento Community Edition version 2.1.x, 2.2.x

Configuration

Configure Paypal Payment Method

• On Dashboard tab, click Stores -> Configuration.
  Click  Sales -> Payment Methods.

• Click PayPal All-in-One Payment Solutions to set up Paypal payment. On Paypal Payment Standard section and hit Required PayPal Settings.
  Enter your Email Associated with PayPal Merchant Account as required.
  Select API Signature in API Authentication Methods.
  Enter API Username, API Password and API Signature associated with your PayPal account.
  Select Yes in Sandbox Mode if you are using a sandbox PayPal account and via Versa.
  On the top right corner, click Save Config.
  
  

Configure Authorize.net Payment Method

To configure Authorize.net, admin need to click on Stores > Configuration > Sales > Payment Methods > Authorize.net Direct Post.

At Authorize.net Direct Post, admin will set some fields regarding their Authorize.net account, including:

• Enabled = Yes/No.
• Payment Action = Authorize Only / Authorize and Capture.
• Title: Displaying the check-out page.
• API Login ID: Getting from the Authorize.net account.
• Transaction Key: Get from the Authorize.net account.
• Merchant MD5
• New Order Status
• Test Module
• Gateway URL
• Transaction Details URL
• Accepted Currency
• Debug
• Email Customer
• Merchant's Email

• Credit Card Types.
• Credit Card Verification.
• Payment from Applicable Countries.
• Payment from Specific Countries.
• Minimum Order Total.
• Maximum Order Total.
• Sort Order.

Please click on Save Config button to save data entered.

Configure other subscription settings

To access the extension's other settings, go to Magenest Subscription > Settings

Here you can set:

• General settings
• Subscription options on the frontend product detail page
  • Dropdown
  • Radio list
• Whether to allow logged in customers only
• Whether to allow order to be created along with new subscription profile
• Enable debugging
• Paypal
  • Action to take on initial payment failure
  • Whether to create new order for new billing circle
  • Whether to allow customer to cancel profile

Main Functions

• Configure Subscription

You can configure subscription setting for a new or an existing product.

Log in your Magento backend system. On Dashboard tab, click Products -> Catalog.
For a new product, click Add Product or select a product type to start creating a new product on your store (Magento Subscriptions and Recurring Payments supports simple, virtual and downloadable products).
For existing product, click Edit. 
This will lead you to Basic Settings section where you can define your product characteristics. 

On Basic Settings tab, click Subscription Options.
Enable Subscription = Yes/ No.
Customer Can Define Start Date = Yes/ No.
Maximum Payment Failures: Allows you to set the maximum number of times that customer can fail to pay. When the number is reached, an IPN (Instant Payment Notification) message is sent to you and customer’s account will be suspended automatically.
Auto Bill on Next Cycle = Yes/ No. Indicates whether you would like PayPal to automatically bill the outstanding balance amount in the next billing cycle. The outstanding balance is the total amount of any previously failed scheduled payments that have yet to be successfully paid. It is one of the following values:

                  - Yes: PayPal automatically bills the outstanding balance.

                  - No: PayPal does not automatically bill the outstanding balance.

On Basic Settings tab, choose Subscription Interval Settings,  Click Add Option
Billing Options. Enables you to define billing frequency or cycles.
Period-Unit is one of following values: Day, Week, SemiMonth, Month and Year.
Billing frequency is the number of billing period that makes up a billing cycle.
Maximum Billing Cycles: is the number of billing cycles for the payment period.
Select a period unit, enter the number you want to set on Billing Frequency and Maximum Billing Cycles.

     - To add other billing options, click Add Option.

     - To remove a billing option, click Remove.

Enable Trial = Yes/ No.
Enable Initial Fee = Yes/ No. Set to Yes if you want a system to add a one-time fixed amount payment, which will be taken upfront on subscribing to a product.
Initial Fee Amount specifies the one-time fixed amount payment that customer needs to fulfill.

NOTE: Authorize.net does not allow less than "7 Days" recurring frequency; Initial Fee is also not available

• Purchase the subscription product an easy way     

After admin completely create the subscription product  at back end page.

At frontend page, this subscription product will be shown with options allowing customers to choose, including: Billing Cycle, Recurring Payment Stop After, Trial Period, Initial Fee and Start Date and click on Add to Cart button.

Dropdown option 

Radio list option

NOTE: For the cart that contains the subscription product, we currently support this cart with only one subscription product.

At check-out page, there are 2 ways that customers can use to Recurring Payment.

• Payment through PayPal 

Customers only need to enter some information regarding their PayPal account to pay their order

• Payment through Authorize.net 

          Customers enter information about Credit card number, expiration date and card verification number. After that, click on "Place Order" button to order.

• Manage recurring profiles at front end 

Customers can view and manage all of their orders regarding subscription products by click on My account > My Recurring Profiles. 

• Manage recurring profiles at back end 

You can manage the payment recurring profiles though Magenest Subscription -> Recurring Profiles. This Recurring Profiles Manager provides a table of recurring profiles with information on Profile ID, Status, Method Code, Subscriber Name and Start Date. Customers who have subscribed to your products will be listed here.

Status of the recurring payment profile is one of the following values:

• Active
• Pending
• Cancelled
• Suspended
• Expired

Your subscription customers can check or modify their accounts in Account Dashboard in your frontend store. Magenest Subscriptions and Recurring Payments provides an option that customers can cancel or suspend their recurring profiles in your frontend store.

To check the profile in more details, click View. This will lead you to View Profile section where provides details information on Profile Reference, Recurring Schedule, Current Status of subscription cycles and Trial Information. The profile information on your backend system will appear the same as on your customer's Account Dashboard in frontend store.

To delete a profile, on Recurring Profiles Manager, check the box in front of the row that has profiles you want to delete, click Actions -> Delete.

Update

• When a new update is available, we will provide you with a new package containing our updated extension.
• You will have to delete the module directory and repeat the installing steps above.
• Flush the config cache. Your store and newly installed module should be working as expected.

Support

• We will reply to support requests after 2 business days.
• We will offer the lifetime free update and 6 months free support for all of our paid products. Support includes answering questions related to our products, bug/error fixing to make sure our products fit well in your site exactly like our demo.
• Support DOES NOT include other series such as customizing our products, installation and uninstallation service.

Once again, thank you for purchasing our extension. If you have any questions relating to this extension, please do not hesitate to contact us for support.

Magenest