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Created: 19/08/2016 | By: Magenest | Email: [email protected]

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.

• PayPal Payments Advanced (Express Checkout).

• PayPal Payments Pro (Express Checkout).

• PayPal Payments Standard.

• PayPal Payflow Pro (Express Checkout).

• PayPal Payflow Link (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.

System Requirements

Your store should be running on Magento Community Edition version 2.0.0 or later versions.

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 

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.

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, click Subscription Billing Configuration.
  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.

Store Appearance

This section illustrates some examples of how your store will appear when being configured with Magento Subscriptions and Recurring Payments.

Subscription product

After admin installed subscription at backend page. At frontend page, Subscription product shows options for customers and they will need to choose a Subscription Billing option, starting date and entering quantity then click on Add to Cart button.

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

CheckOut

There are 2 ways that customers can use to Recurring Payment.

• Customers use their Credit Card Direct Post.

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

• By other way, Customers can check with Paypal easily.
  
  

Recurring Profiles

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.

Customized 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 on the table.

To hide any column in the table, click Columns, uncheck the box of a 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.

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.

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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