Configuration
- On Basic Settingsautomatically 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
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 number of billing period that make up a billing cycle.
Maximum Billing Cycles: is number of billing cycles for payment period.
Select 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 system to add an 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.
Configure Payment Method
On Dashboard tab, click Store -> Sales -> Payment Methods. Click Configure 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 Sanbox Mode if you are using a sandbox PayPal account and via versa.
On top right corner, click Save Config.
Payment Profiles Management
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.
Customize Recurring Profiles Manager View
You can choose which columns to be shown on the Recurring Profiles Manager table.
By Default View, all columns (Profile ID, Status, Method Code, Subscriber Name and Start Date) are visible in the table.
To hide any column in the table, click Columns, uncheck the box of column you want to hide. To save this view setting for future usage, click the eye icon and name the view.
To set the table back to Default View, click Columns -> Reset. Or hit the eye icon, then click Default View.
Search Profile
To search for profiles, enter keyword in the Search by keyword box.
Or click Filter to search via criteria, enter information in any of the fields: Profile ID, Status, Method Code or Subscriber Name. Then click Apply Filters.
Click Clear All or hit the x icon to refresh your search result.
Note: you can filter recurring profiles via Status or Method Code. With Filter function, you can sort out which profiles are being suspended, cancelled, pending, expired or active.
Manage Profile Details
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.
Export Profile
You can choose to export a list of recurring profiles in the format of CSV or Excel XML. At the top right corner, click Export, select format type and hit Export.
Store Appearance
This section illustrates some examples on how your store will appear when being configured with Magento Subscriptions and Recurring Payments.
- Subscription product:
- CheckOut:
- Recurring Profiles:
Documentation Updates
To check for recent updates, or to verify that you are using the most recent edition of a document, go to: http://confluence.izysync.com/display/DOC/Documentation.
Support
Visit Magenest Support Website at http://magenest.com/.
This website provides contact information, details about the products and support that Magenest offers. As a valued support customer, you can benefit by using the support website to:
- Search for knowledge documents of interest
- Practice on product demo
- Submit support requests
In order to speed up the process of solving your problem, you should prepare before reporting a problem to Magenest. Make sure your system environment requirements are met. You can either submit a ticket at Magenest portal or email Magenest Support Team at [email protected].
Frequently Asked Questions