Magenest Subscriptions and Recurring Payments User Guide
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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].
About Magento Subscriptions and Recurring Payments User Guide
This guide describes how to use Magento Subscriptions and Recurring Payments extension designed by Magenest. It provides step-by-step instructions to help you manage your subscription products.
This guide is intended for Magento users at all levels. Readers should already have some understanding of Magento platform.
Introduction
Welcome to Magento Subscriptions and Recurring Payments developed by Magenest. This extension provides merchants options to configure subscription products such as magazines or newspapers. It will save customers’ time to buy products from repeating order process.
With this extension, you as a merchant will be able to manage subscription options for your products as desire.
Features (2b finished)
Magenest’s Subscriptions and Recurring Payments enables you to control subscription options such as creating billing options or defining maximum payment failures.
Customer Can Define Start Date
Maximum Payment Failures
Auto Bill on Next Cycle
Multiple billing options
Enable Trial
Trial Billing Amount
Trial Billing Period Unit
Trial Billing Frequency
Trial Billing Cycles
Enable Initial Fee
Initial Fee Amount
Payment Methods (2b finished)
Subscription Product Types (2b finished)
System Requirements (2b finished)
Installation (2b finished)
Configuration (2b finished)
You can configure subscription setting for a new or an existing product.
- Log in your Magento backend system, click Products -> Catalog.
For new product, click Add Product or select a product type to start creating a new product on your store (our extension 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.
- 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 does not automatically bill 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.
For example, with this below configuration, product will be delivered to customer every 6 days. System will auto take payment from customer’s payment account after three delivery times.
Click here to see how this configuration will appear on your frontend store.
To add other billing options, click Add Option
To remove a billing option, click Remove
Enable Trial = Yes/ No
.....
Payment Profile 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 subscribe to your products will be listed here.
Customize Recurring Profiles Manager View
You can choose which columns to be shown on the 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.
Manage Profile Details
To check the profile details, click View.
To delete a profile, 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.