"Subscriptions and Recurring Payments" User Guide
Contents
1. Paypal Check Money order Credit Card saved Required Fields ak The Subscriptions and Recurring Payments extension supports only the above mentioned payment methods for subscription products But if an item is ordered as a simple product without subscription it can be paid by all payment methods available in the store For example Credit card saved Cybersource and PayPal are available for payments in your e store An item has the following options e No subscription e Weekly e Monthly If customers order the product with weekly or monthly subscription they can pay by Credit card saved or PayPal If customers select the no subscription option all payment methods will be available Credit card saved PayPal and Cybersource Note if a customer uses a payment gateway e g PayPal money will be charged off automatically every subscription period 24 Editing Subscriptions The Subscriptions and Recurring Payments extension adds the My Subscriptions tab on the My Account page where customers can view and manage their subscriptions From this page customers can edit subscription information and view payment history MY ACCOUNT My Subscriptions Account Dashboard 1 Item s Show 10 in per page Account Information Product s Lastorderamount Price Start Expires Period Nextpayment Nextdelivery Status Address Book Sports 582 49 15 00 AHN J22 Once 2312 2112 Active Edit Wustrated a P2. once a week twice a month three times a year etc If you don t have delivery on Sunday no problem the extension allows you to set up the days of week when subscription is excluded To create a new subscription period you should l 2 Go to the Catalog Subscriptions Periodicity page at the backend Click the Add New button In the Name field specify the period name which will be displayed on the product page In the Sort Order field specify the order for this period to be displayed on the product page In the Repeat each field specify the periodicity of service rendering product delivery In the Expires After field define after what period the subscription will expire In the Exclude Weekdays field select the days of the week forbidden for subscriptions Specify before what number of days till service rendering product delivery the customers have to effect payment Click the Save button Create New Period 1 Back Reset Period Details Mame sort Order Repeat each Days hoa Expires After Days wt Exclude Weekdars Sunday Monday Tuesday Wednesday Thursday Friday Saturday Require payment before days 4 Managing Subscription Recurring Payment Product The Subscriptions and Recurring Payments extension adds a new product type Subscription recurring payment You can either create a new product and specify its attributes and parameters or just convert a simple product to subs
3. iwi WEBSITE E E E OO A TO group Shipping cost 0 WEBSITE Allow guest subscriptions No WEBSITE Change first period price Yes WEBSITE according to selected product options For example when customers purchase one magazine issue without subscription they pay the regular price 25 When customers subscribe for the magazine they pay the subscription price every subscription period 20 for example monthly The price specified in the Subscription price field will be displayed on the category page 3 Item s View as Grid List mitre Mitre Ultimatch Match Team Sports Duffle Sports Illustrated Ball Bag MacGregor 20 00 19 99 2 Set Nylon 35 50 Add to Wishlist Add to Wishlist Add to Wishlist Add to Compare Add to Compare Add to Compare 3 Item s View as Grid List Copyright c 2008 2012 aheadWorks Co www aheadworks com Subscriptions and Recurring Payments User Guide 14 The regular price defined in the Price field of the Prices tab will be displayed on the product page if the No subscription option is available Sports Illustrated Email to a Friend Be the first to review this product Availability in stock Subscription type No subscription Once a Week Once in 2 weeks Once a Month 25 00 Qty 4 OR Add to Wishlist Add to Compare Quick Overview The best sports magazine gu Like G Send W Be the first of your friends to like this If the N
4. Website Main Store 2 Main Tom Brown Dec 7 2009 Dec 21 2009 Dec 21 2009 Oncein2 weeks Suspended Pending 14 00 newspaper Newspapers Edit Website and Main Magazines Store 2 1 Main John Smith Dec 3 2009 Once in 2 weeks Canceled Complete 95 00 coffee Coffee 1 Edit Website Main Store To edit the subscription click Edit in the subscription row Main 1 Open the Main tab on the left 2 Inthe Status field you can change the subscription status to Active Suspended Suspended by customer Expired or Cancelled 3 Inthe Period field you can view the period of this current subscription The value of this field can t be changed Subscription Information Edit subscription 1 Back Reset Main Main Details Payments Status Active a Period Every Day Payments In the Payments tab you can view when the order was created its number status and amount This tab also contains the information about pending payments of this subscription Subscription Information Edit subscription O Back Ea CE Main ae ae lt 72C2S S S Completed payments Date Order Order Status Amount 125 049 1000000gg Conmngaete 11 0000 Pending payments Date 1271 609 12 17 09 1218109 If you click the order number it will lead you to the Order View page Copyright c 2008 2012 aheadWorks Co www aheadworks com Subscriptions and Recurring Payments User Guide 17 6 Managing Subscribers Subscriptions and Recurring
5. in the required subscription row In the My Subscriptions Subscription Details page click the Activate subscription link The subscription status will change MY ACCOUNT Account Dashboard Account Information Address Book My Orders Billing Agreements Recurring Profiles My Product Reviews My Tags My Wishlist My Downloadable Products Newsletter Subscriptions My Subscriptions Did you know Our customer service is available 24 7 555 555 0123 Hold on help is on the way Subscriptions and Recurring Payments User Guide My Subscriptions Subscription Details Addresses Billing Address Philipp Shiller Unter den Linden 25 Berlin Berlin 12345 Germany T 987654321 Shipping Address Philipp Shiller Unter den Linden 25 Berlin Berlin 12345 Germany T 987654321 Subscription Status Status Suspended by customer Activate subscription Prolong subscription Cancel subscription Back Payment Method Check Money order Shipping Method Flat Rate Fixed Copyright c 2008 2012 aheadWorks Co www aheadworks com 2 The cancelled subscription can be activated from the My Account My Subscriptions page Click Edit in the required subscription row to display the following MY ACCOUNT My Subscriptions Subscription Details Account Dashboard Addresses Billing Address Payment Method Account Information vs Philipp Shiller Check Money order Address Book Unter den Linden 25 my Order
6. sender which will be used in the From field of emails alerts In this dropdown list the contacts from the System Configuration General Store Emails Addresses configuration page is taken 8 Inthe Shipping cost field specify the cost of delivery that will be applied to all subscriptions If you want to define a special shipping cost for an item go to the Catalog Manage Products page Specify it in the Subscriptions tab of the product 9 Click the Save Config button Subscriptions Save Config Appearance Use radio buttons for selecting Yes STORE VIEW subscription type Show Next payment column at Yes STORE VIEW customer account Show Next delivery column at Yes STORE VIEW customer account Show Order amount column at Yas STORE VIEW customer account Show Expire date column at Yes STORE VIEW customer account Show postman notice at checkout Yes STORE VIEW Allow guest subscriptions No f STORE VIEW Activate on order status Complete WEBSITE Alerts sender General Contact WEBSITE Shipping cost WEBSITE Copyright c 2008 2012 aheadWorks Co www aheadworks com Subscriptions and Recurring Payments User Guide 5 3 Managing Subscription Periods The extension offers quite flexible subscription periods which everyone can configure according to their needs You can create an everyday week month year subscription or specify some periodical deliveries
7. E Yes WEBSITE Now on the product page we can see that the product is available for subscription Newspaper Email to a Friend Be the first to review this product Availability In stock Subscription type Once a Week Once a Month 2 99 First Period Price 2 55 av EN OR Add to Wishlist l Add to Compare Quick Overview The best newspaper Copyright c 2008 2012 aheadWorks Co www aheadworks com Subscriptions and Recurring Payments User Guide 12 Product Prices An item can have different prices when it is sold with subscription and without it Regular price is a price for an item without subscription 25 in our example In this case it is considered as a simple product Its price is taken from the Prices tab of the Product information page Choose Store View Sports Illustrated Default Default Values 1 Back Delete Duplicate Save and Continue Edit Product Information Create New Attribute General NETSA g a Price GLOBAL Prices Meta Information Dears Napa te MeN Rr a ere Nea yea sete ec area Ne ec ey ate Coa st G LOBA LI Mee ice ee USD Description 7 7 7 E A Tier Price Website Customer Group Oty Price Action le Ue a Sy use ANENE Add Tier Subscription Inventory Special Price GLOBAL eeeee eee eee eee eee ee eee eee ee eee eee eee ee eee eee eee ee eee ee eee ee er USD Websites Space RA coy a fe renee er pts ee emN Te meer eaE
8. Payments extension allows you to manage subscribers from Customers Subscribers List page Here you can view the whole list of your subscribers and export it to CSV or XML by clicking the Export button Subscribers Add New Fage 1 ofl pages View 20 perpage Total 3 records found F Export to coy ha Export Reset Filter ID Hame Email Group Telephone ZIP Country State Province Customer Since Website Action From ot O M o Alcor From B ow To To 21 John john smth com General 23543656 45365646 United Arizona Mow 10 2009 4 39 07 Wain Edit Smith States Phil Website 22 Pierre pierreg cardnfr General 2344356 23456 United District of Mov 25 2009 hain Edit Cardin States Columbia 11 02 21 AM Website 6 Tom tomigitorm cor General 254565 134566 United Arizona Mov 25 2009 hain Edit Brown States 11 19 22 AM Website To edit the subscribers information click Edit in the subscriber row and you will be led to the Customer Information page Customer Information Philipp Schiller 1 Back Reset Create Order amp Delete Customer Save and Continue Edit Customer View Back Reset o o Account Information E EEE E N ak E E TE E T E ae NE Peroa ain Addresses Orders Last Logged In Jan 31 2012 12 26 24 AM Offline Default Billing Address Vere eee REET ee Et ee eC Cr ee ee ee E ee Phili pp Shiller Billing Agreements re ee Unter den Linden Seer Cer histo meters i A IE A E A BREA aba
9. RER eA eee cones Once a Month Design Subscription Inventory Websites Categories Related Products ka hes T e Subscription Price 2000 WEBSITE Product Reviews Bede re ert eae Re care Rc On at Sct Peet First period price 45 WEBSITE Product Tags refareysesis ete tete e curse E elsuie eietetsias i ieiete si ea ielee mies A A ase On su bscri tion move to grou e No chan ERE WEBSITE Customers Tagged Product p group g Vv Custom Options On unsubscription expiry move to Nochange O O 2 wl WEBSITE pen a SE Oem O E E AE OE AEEA group Shipping cost 0 WEBSITE Allow quest subscriptions No A WEBSITE Change first period price Yes WEBSITE according to selected product options Copyright c 2008 2012 aheadWorks Co www aheadworks com Subscriptions and Recurring Payments User Guide 16 5 Managing Subscriptions You can view all information about current subscriptions on the Catalog Subscriptions Subscriptions List backend page Subscriptions List Page 1 ofipages View 20 w perpage Total 5 records found Reset Filter ID Store Customer Subscription Start Subscription End Next Payment Next Delivery Subscriptiontype Status Last order state Last Order Amount SKU Products Action v From From From From v v v From To Rl To ml To ml To S To 3 Main Pierre Cardin Dec 15 2009 Dec 16 2009 Dec15 2009 Once a week Active Complete 11 00 massage Massage 1 Edit
10. aheadWorks MAGENTO EXTENSIONS SUBSCRIPTIONS and RECURRING PAYMENTS Subscriptions and Recurring Payments User Guide Table of Contents pad Introducing Subscriptions and Recurring Payments sssssnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn mnnn 3 Subscriptions and Recurring Payments Configuration cccceseeseseeseeeeeeeeeeenseeeeseneeseaeeeeaseesasenenseaeeesneneanes 4 Managing Subscription PeriodS snnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnannnnnnnnnnnnnan nna 6 Managing Subscription Recurring Payment Product sssnsnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn nnmnnn T crediting NEW P roOdUC eepo esos ysacauatennaaasesecentnans onsaseaconeremeeaetience 7 Converting Simple Product to Subscription Type cceeeeeccccceeecaeeeeeecceeeeeeeaeeeeceeeeeessaaeeeeeeeeeessseaseeeeeeeessaaaasees 10 POLCE C aa inoue cremeayea ment Suasenecesaasnceatenaaeceant 13 ge Ty OS siia AEREA EEA ENER 17 gp ERATE SUDET DETS sania Ea a aaa a 18 AD e lie VEC A 2 bl EARE 19 MEW Tompe Oroa a E E E T E E E E N AE 19 EAB aN 2 gta EE EE E nents A EA E O A E E E A T A A O A A E 21 Managing Subscriptions on Customers Part ssssssnsnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn nnmnnn nnmnnn 22 MD CDG TON Odei SETCE Pa aE E N EEN 22 ENO SSC GOONS seir E E EE E 25 Suspending Cancelling Subscriptions cc cceeeeeecccceecee
11. ayments My Orders 1 Week History Billing Agreements 1 Item s Show 10 A per page Recurring Profiles My Product Reviews My Tags Back My Wishlist My Downloadable Products Newsletter Subscriptions My Subscriptions If an order has an active status the parameters of the subscription can t be changed It is only possible to change order status billing and shipping addresses The period of the active subscription can t be corrected If customers change payment method the current subscription 1s cancelled the item 1s added to cart and it s necessary to proceed to checkout one more time to change the payment method 25 Suspending Cancelling Subscriptions To change the subscription status customers should click Edit in the subscription row on the My Account My Subscriptions page to display the following page MY ACCOUNT My Subscriptions Subscription Details R Addresses Account Dashboard Billing Address Payment Method Account Information a Philipp Shiller Check Money order Address Book Unter den Linden 25 Change Payment Method My Orders Berlin Berlin 12345 Billing Agreements Germany Recurring Profiles My Product Reviews My Tags My Wishlist My Downloadable Products Newsletter Subscriptions My Subscriptions Did you know Our customer service is available 24 7 555 555 0123 Hold on help is on the way T 987654321 Change Billing Address Shipping Address Philipp Shill
12. bscription types If you select No the subscription types will be shown in the dropdown menu 3 Select the columns which customers will be able to see at the My Account My Subscriptions page The Subscriptions and Recurring Payments extension adds the My Subscriptions tab at the customers account page where they can get the complete information about their subscriptions You can specify which columns Next payment Next delivery Order amount and or Expire date will be visible there My Subscriptions 1 Item s Show 10 per page Product s Last order amount Price Start Expires Period Next payment Next delwery Status Sports 582 49 15 00 21A2 Ben Once 21W12 212 Active Edit llustrated a Payments 1 Week History 1 item 2 Show 10 per page a Back 4 Specify whether to show the Delivery Notice field at the checkout page If you select Yes in the Show postman notice at checkout field customers will see the following at the checkout Shipping Method Flat Rate Fixed 5 00 Delivery Notice ac In this field customers can specify some notices to a postman the best time for delivery a request to call before delivery some remarks about the address or anything else 5 Define whether guests will be able to subscribe in your store or only registered customers are allowed to do it 6 Specify an order status when subscriptions will be activated 7 Inthe Alerts sender field select the emails alerts
13. cription all the data remains unchanged a new tab is added only The chapters below describe how to do it properly Creating New Product l 2 Go to the Catalog Manage Products page at the backend Click the Add Product button In the Attribute Set field select the set that contains the attributes that best describe your new product In the Product Type field select Subscription recurring payment Downloadable subscription recurring payment Configurable subscription recurring payment or Grouped subscription recurring payment Click the Continue button Product Information New Product Back ea Settings Z Create Product Settings Attribute Set Default kai Product Type Subscriptionfrecurring payment ka All product types are created the same way as the corresponding native Magento products Specify all required product attributes and parameters you usually do when you add a new product Subscription l Open the Subscription tab on the left This tab is added by the Subscriptions and Recurring Payments extension Enable product subscription Select what period types will be available for this product subscription to know how to edit or add new subscription types see page 6 Note the No subscription period type allows you to sell items as simple products without subscription Specify whether to enable shipping In the Subscription price field define the price for the subscription product to learn
14. eeeeeceeeeeeeaaeeeseeeeeeeeeaeeeeeeeeeeeesaaaeseeeeeseessseeaseeeeeeeessaaagesss 26 POU AMINO SUAS CIS OINS sisseetcenseq sce tce E E E E OE R EE E E R 27 Prolonging SUDSCHPLIONS ccsinvesanccscadeadatectensaansixncnvarncnscenedsadstinesuaiananitideaksnnnenitduestcddedeusantsanetiinaabenneedaaneieddasnswentcansdass 29 1 Introducing Subscriptions and Recurring Payments The Subscriptions and Recurring Payments extension from aheadWorks Co adds a host of features to native Magento capabilities so that you can accept recurring payments and sell subscription products more easily and efficiently Simply add this capability to increase recurring revenue stream to your business model for products as diverse as info products software or bottled water If you deal online in memberships and subscription products and want to manage them efficiently and effortlessly your hunt for a solution stops here The Subscriptions and Recurring Payments extension from aheadWorks Co is for you if you sell products that are purchased with certain regularity be it magazines software licenses or products like grocery bottled water memberships pills detergents etc 2 Subscriptions and Recurring Payments Configuration The following describes how to configure the Subscriptions and Recurring Payments extension 1 Go to the System Configuration aheadWorks Extensions Subscriptions page at the backend 2 Define whether to use radio buttons for selecting su
15. elete Period Details Mame nce a week Sort Order 1 Repeat each 1 Weeks v Expires After li Days wal Exclude Weekdays Sunday Monday Tuesday Wednesday Thursday Friday Saturday Require payment before 3 E days So if today is February 21 2012 the first date available for delivery is February 24 2012 After the product service is added to cart clients go to checkout On the Checkout page the Subscriptions and Recurring Payments extension adds a Delivery Notice field where customers can specify some notices to a postman the best time for delivery a request to call before delivery some remarks about the address or anything else This field can be enabled disabled from the System Configuration aheadWorks Extensions Subscriptions page at the backend see chapter 2 Shipping Method Flat Rate Fixed 5 00 Delivery Notice 4 Payment Information 5 Order Review Copyright c 2008 2012 aheadWorks Co www aheadworks com 23 con Subscriptions and Recurring Payments User Guide In the Payment Information tab customers can select one of the supported payment methods Authorize net PayPal AgroFire Payment Check Money Order Saved Credit Card or Zero Check out Eq Payment Information Credit Card Authorize net Credit Card Type Plaase Select w Credit Card Number Expiration Date Month w Year w Card Verification Number What is this
16. en an TON Account Created on Jan 23 20127 A3216 AM i ress sk delat laisse nde a Account Created in Admin Berlin 4 2 erlin Berlin 12345 Shopping Cart CustomerGroup General Hie aE Geet Lint EA a enema it VOR te E E SE oe ARNEL Aa roe name Germany T A eo eee T 987654321 Newsletter Be filtres IAs ea HONEA E Sales Statistics Product Tags Store View Main Website Main Store English S637 47 sen All Store Views 637 47 318 74 Recent Orders Shopping Cart 1 item s Wishlist 0 ttem s Copyright c 2008 2012 aheadWorks Co www aheadworks com Subscriptions and Recurring Payments User Guide 18 7 Managing Subscriptions Alerts The Subscriptions and Recurring Payments module allows you to send email notifications alerts to customers and or store administrators after different events took place first delivery expiration date unsubscription and so on Subscriptions and Recurring Payments uses templates for its emails the same as Newsletters and Transactional Emails do While creating a new alert you are to select the template for the email so first of all you should create a template New Template Creating The Subscriptions and Recurring Payments extension works with Transactional email templates so to create a new template you should 1 Go to the System Transactional Emails page at the backend 2 Click the Add New Template button 3 Leave the Template field empty 4 Specif
17. er Unter den Linden 25 Berlin Berlin 12345 Germany T 987654321 Change Shipping Address Subscription Status Status Active Next payment March 8 2012 Next delivery March 1 2012 Suspend subscription Prolong subscription Cancel subscription Back Shipping Method Flat Rate Fixed Here customers can change billing and shipping addresses payment method and subscription status To Suspend or Cancel subscription they should click the appropriate line After confirming the action the status will change Copyright c 2008 2012 aheadWorks Co www aheadworks com Subscriptions and Recurring Payments User Guide 26 Activating Subscriptions All subscriptions whether activated suspended or cancelled are saved and can t be deleted So customers can always reactivate any subscription from the My Account My Subscriptions page MY ACCOUNT Account Dashboard Account Information Address Book My Orders Billing Agreements Recurring Profiles My Product Reviews My Tags My Wishlist My Downloadable Products Newsletter Subscriptions My Subscriptions My Subscriptions 1 kemis Product s Last order amount Sports 592 49 llustrated 1 1 Item s Back Show 10 A per page Price Start Expires Period WNextpayment Next delwery Status 15 00 2112 Wen Once 232 22 Canceled Edit a Payments Week History Show 10 per page To activate suspended subscription click Edit
18. fy item parameters and then click the Update Cart button If all the parameters are right just click the Proceed to Checkout button and continue checkout As a result a new subscription will appear in the My Account My Subscriptions page Copyright c 2008 2012 aheadWorks Co www aheadworks com Subscriptions and Recurring Payments User Guide 29
19. ing Yes WEBSITE tak Perea E Oe tla ane ae man Eaki OL EE 20 hee Product Reviews cer ee ee ee ne eee First period price 45 WEBSITE A arr crereorreata tn On subscri pti on move to group Nochane wl WEBSITE ine pete ass Onunsubscription expiry moveto Nochange wl WEBSITE po er ae eee group Shipping cost 0 WEBSITE Allow guest subscriptions No f WEBSITE Change first period price Yes WEBSITE according to selected product options Copyright c 2008 2012 aheadWorks Co www aheadworks com Subscriptions and Recurring Payments User Guide 8 When you open the product page you have just created you can see the following as an example Sports Illustrated Email to a Friend Be the first to review this product Availability in stock Subscription type No subscription Once a Week Once in 2 weeks Once a Month 25 00 Qty 4 OR Add to Wishlist Add to Compare Quick Overview The best sports magazine gc uLike amp Send W Bethe first of your friends to like this Note the day of First delivery can be different for each subscription type it depends on the value you ve specified in the Require payment before days field while creating a new subscription period see page 6 Copyright c 2008 2012 aheadWorks Co www aheadworks com Subscriptions and Recurring Payments User Guide 9 Converting Simple Product to Subscription Type The Subscripti
20. iptions page Click Edit in the required subscription row to display the following MY ACCOUNT My Subscriptions Subscription Details Addresses Account Dashboard Billing Address Payment Method Account Information a Philipp Shiller Check Money order Address Book Unter den Linden 25 Change Payment Method My Orders Berlin Berlin 12345 Billing Agreements Germany Recurring Profiles My Product Reviews My Tags My Wishlist My Downloadable Products Newsletter Subscriptions My Subscriptions T 987654321 Change Billing Address Shipping Address Philipp Shiller Unter den Linden 25 Berlin Berlin 12345 Germany T 987654321 Change Shipping Address Subscription Status Shipping Method Flat Rate Fixed Status Active Did you know Next payment March 8 2012 Our customer service is Next delivery March 1 2012 available 24 7 Suspend subscription Prolong subscription Cancel subscription Back 555 555 0123 Hold on help is on the way In the My Subscriptions Subscription Details page click the Prolong subscription link It will lead you to the Shopping cart page Proceed to Checkout Move to Wishlist Unit Price Qty Subtotal Sports Illustrated dit E 15 00 1 15 00 Gil subscription type Once a Week First delivery 1131712 Continue Shopping Shopping Cart Product Hame Update Shopping Cart If you want to make changes in the subscription click the Edit button speci
21. more about price types see page 14 In the First period price field you can specify the price which should be paid for the first time to learn more see page 16 7 Specify whether to move customers to some special group after their subscription and or unsubscription You can create new customer groups on the Customers Customers Groups backend page 8 Inthe Shipping cost field specify the cost of delivery If you don t fill this field the general settings from the System Configuration aheadWorks Extensions Subscriptions page will be applied 9 Define whether guests will be able to subscribe in your store or only registered customers are allowed to do it If you choose Global the general settings from the System Configuration aheadWorks Extensions Subscriptions page will be applied 10 Specify whether to change first period price according to selected product options 11 Click the Save button Choose Store View Sports Illustrated Default Default Values 1 Back Delete Duplicate Save and Continue Edit Product Information Subscription Create New Attribute Pee ae E E coe Mice cE ae nE ean Hots nace eee er REE E acer Enable Yes WE B STE A E E E A A E E Pema ies fia ania ta m WEBSITE Once a Week eet ere a ete E PER DE EERE EES PE EEL Erren Heme be none EAE E z Once in 2 weeks aaa AA O OMAR Marin A A A AAA Once a Month Up sells Enable shipp
22. mplate Template x Locale English United States Load Template Template Name PT Template Subject FT Template Content Template Styles Copyright c 2008 2012 aheadWorks Co www aheadworks com Subscriptions and Recurring Payments User Guide 20 New Alert Creating Now when the template is added you can create a required alert 1 2 Go to the Catalog Subscriptions Subscriptions Alerts backend page Click the Add New button Specify the name for the alert Enable subscription alert Select the required Event Type First Delivery Delivery Expiration date New Subscription Suspended Unsubscription or Activation which will cause the email sending In the Recipient field select whether the email will be send to Customer email or to any of emails defined in the System Configuration General Store Web Addresses page General Contact Sales representative Customer support Custom email 1 Custom email 2 In the Notify field specify after or before what number of days hours the email will be send Select the template you have just created Click the Save button Create New Alert Back Alert Details Name Status Enabled Event Type First Delivery Recipient Customer Notify Days Before A Store All Store Vi ews J Main Website Main Store English French German Webs Webs store Spanish Template Subscriptions Alert Firs
23. o eae ieee Special Price From Date Related Products Special Price To Date Ej GLOBAL le as err Is Product Available for Purchase Yes GLOBAL Cross sells with Google Checkout Product Reviews 4 mn t Froduct Tags Customers Tagged Product Custom Options Copyright c 2008 2012 aheadWorks Co www aheadworks com Subscriptions and Recurring Payments User Guide 13 Subscription price is a price for a product that is sold with subscription 20 in our example Sports Illustrated Default Choose Store View Default Values Back Delete Duplicate Save and Continue Edit Product Information Subscription Create New Attribute General boa done sodernenehodge sugedoanene on ae oaaae se soaconasnmensenonascana En a bl e Yes WE B SITE Beene er rrr Peri Di d type s PJ 0 S LI Hs cri pti 0 fl a Ww E B SITE Once a Week r eh eeu ciate ciao er etapa nape crow eae E E Once in 2 weeks LO OCOD R ORO KO bnnG hoe Dome De don ego pone oosseoBdonaobeconososanconos On ce a hl o nth Up sells Enable shipping Yes WEBSITE hie iiss ip E eee Subscription Price z WEBSITE E E E T A First period price 15 WEBSITE Looge bod cdoHanaaodtoonondond ogd onoomonnosSanconeoaanodsboosomansaatocannn On subscri ption move to group Nochane wl WEBSITE irs Cen 8d Onunsubscription expiry moveto Nochange
24. o subscription period type is not specified for the product it is sold only with subscription thus the subscription price will be displayed at both pages Sports Illustrated Email to a Friend Be the first to review this product Availability In stock Subscription type Once a Week Once in 2 weeks Once a Month First delivery 02 29 12 lesa 20 00 First Period Price 15 00 aty 4 f Add to cart OR Add to Wishlist Add to Compare Quick Overview The best sports magazine gu Like amp Send W Be the first of your friends to like this Copyright c 2008 2012 aheadWorks Co www aheadworks com Subscriptions and Recurring Payments User Guide 15 The First period price is implemented for promotional means It specifies the price for the product with subscription which should be paid for the first time For example when customers subscribe for the magazine the first time they pay 15 and then they will pay 20 every subscription period Choose Store View Sports Illustrated Default Detauitvaues T Back Duplicate Save and Continue Edit Product Information Subscription Create New Attribute General ae ood HO CODHOODOAOOCOODODNDODNONODOOHOOD OO DOCOcKODOdODODOOOOONOOE Enable x Yes WE BSITE Prices Meta Information Period type s No subscription a WEBSITE aaa a A a ESE S A A ramet EEEN N Images Once a Week pe ed Paes Description LSA AC ERE A oe Ee ee Ce ee CA
25. ons and Recurring Payments extension allows not only creating new products of subscription type but also converting simple products to subscription ones in just few clicks The following describes how to do it properly 1 Go to the Catalog Manage Products page at the backend 2 Find the simple product you want to convert and click Edit in its row 3 Open the Enable subscriptions tab on the left 4 Click the Convert this product to subscription button Choose Store View Newspaper Default Default Val i Back Default Values fii Back Delete Duplicate Save and Continue Edit Product Information Convert this product to subscription General Enable subscriptions CO ihaarintiana ant Daniisrinn Darimanta Pee a Fe or NYOCRKNTINNG IVY KACO ry N Y OaVmnanw re IC Ar i NO D u VoCHVULOQMs dild Mecum U rayici lo Use U U 1G The product is converted to subscription and the Subscription tab is automatically added Choose Store View Newspaper Default Default Values 1 Back amp Delete Duplicate Save and Continue Edit Product Information General Create New Attribute General Name Newspaper STORE VIEW Prices Meta Information SKU newspaper GLOBAL Images Weight o 1000 GLOBAL Pee Rive a Status Enabled WEBSITE Desig lee miS O a e a a a Tax Class default A STORE VIEW Subscription snsesssununussnsenunsusssununsesusununsusssununsesusununsussnunuuses
26. ration aheadWorks Extensions Subscriptions page will be applied 9 Define whether guests will be able to subscribe in your store or only registered customers are allowed to do it If you choose Global the general settings from the System Configuration aheadWorks Extensions Subscriptions page will be applied 10 Specify whether to change first period price according to selected product options 11 Click the Save button Newspaper Default Choose Store View Product Information Subscription Create New Attribute General essensen Enable Yes WEBSITE Prices Meta Information Period type s No subscription a WEBSITE Images Once a Week ae eee a ae Bee eeedscag ee Uese sete eter Velcon ete cle sui se eevee E A evisie eoeis sds E E On cea Ml onth Design Subscription Websites Categories Related Products Up sells Enable shipping Yes WEBSITE ie Cross s lls Subscription Price 2 99 WEBSITE Product Reviews ee 2 re Ot eee EE ee ee re erence eee First period price 955 WEBSITE Product Tags Uae CPOE til A ASR ee CaM E ey PY On subscription move to grou E E A WEBSITE Customers Tagged Product j ae _ Custom Options On unsubscription expiry move to No change WEBSITE OAC ASTOR ia DN ie ne SOR ON group Shipping cost WEBSITE Allow quest subscriptions Change first period price according to selected product options No x WEBSIT
27. s Berlin Berlin 12345 Billing Agreements Germany T 987654321 Recurring Profiles Shipping Address Shipping Method My Product Reviews Philipp Shiller Flat Rate Fixed Unter den Linden My Tags 25 My Wishlist Berlin Berlin 12345 Germany My Downloadable Products T 987654321 Newsletter Subscriptions Subscription Status My Subscriptions Status Canceled This subscription is not active if you want activate it please click here Back Did you know Our customer service is available 24 7 555 555 0123 Hold on help is on the way A In the My Subscriptions Subscription Details page click the link for activation It will lead to the Shopping cart page Shopping Cart Proceed to Checkout Product Name Move to Wishlist Unit Price Qty Subtotal Sports Illustrated Edit El 15 00 L 15 00 Si Subscription type Once a Week First delivery 1341 12 Continue Shopping Update Shopping Cart If you want to make changes in the subscription click the Edit button specify item parameters and then click the Update Cart button If all the parameters are right just click the Proceed to Checkout button and continue checkout As a result a new subscription will appear in the My Account My Subscriptions page Copyright c 2008 2012 aheadWorks Co www aheadworks com Subscriptions and Recurring Payments User Guide 28 Prolonging Subscriptions The subscriptions can be prolonged from the My Account My Subscr
28. t Delivery Default Tem Note in the From field of your alert email there will be displayed the sender specified in the Alerts sender field of the Subscription configuration page see page 5 8 Managing Subscriptions on Customers Part Subscribing for a product service If the No subscription period type is specified for the item see chapter 4 it can be sold as a simple product at the regular price To purchase a product service with subscription at the subscription price customers should specify the subscription type and the date of the first delivery Sports Illustrated Email to a Friend Be the first to review this product Availability In stock Subscription type No subscription Once a Week Once in 2 weeks Once a Month First delivery 03 1 12 ea Ea March 2012 z Sun Mon Tue Wed Thu Fri Sat 3 12 3 i to Wishlist ito Compare 10 Th 2 zB SE A IB 97 11 8B Bea a Bas 12 oe 20 2B o29 ae 3t Select date your friends to like this If the No subscription period type is not specified for the product it is sold only with subscription Copyright c 2008 2012 aheadWorks Co www aheadworks com Subscriptions and Recurring Payments User Guide 22 The first available day for delivery is counted in the following way Today Require payment before days field Catalog Subscriptions Periodicity Subscription Period Edit period Once a week _ u Back f Reset D
29. usunuf J RL K ey n ews paper G Lo B A L Inventory ZRIN Lr M E E E E L A ETE Create Permanent Redirect for old URL Websites Herat GROG aon ba GUC UE UD REE Oa ODS a OBHa EE naa OuC CEE na nace enor Visi bility Catal og Search A STO RE VIEW Categories ee Nee ete oe ten rete nee eee Ce oe ee aes eer Related Produds Set Product as New from Date E GLOBAL Lp sells set Product as New to Date E GLOBAL A ar a TA E TEE In feed No l GLOBAL Froduct Reviews Product Tags Now you should set up subscription parameters for this product Subscription 1 Open the Subscription tab on the left 2 Enable product subscription 3 Select what period types will be available for this product subscription Note the No subscription period type allows you to sell items as simple products without subscription 4 Specify whether to enable shipping 5 Inthe Subscription price field define the price for the subscription product to learn more about price types see page 14 6 Inthe First period price field you can specify the price which should be paid for the first time to learn more see page 16 7 Specify whether to move customers to some special group after their subscription and or unsubscription You can create new customer groups on the Customers Customers Groups backend page 8 Inthe Shipping cost field specify the cost of delivery If you don t fill this field the general settings from the System Configu
30. y the name 5 Define the subject of the template 6 Inthe Template Content field enter the email text using the HTML code You can use the following variables subscription id ID of subscription subscription customer_name name of the customer who purchased subscription subscription getCustomer Url URL for customer to view subscription subscription getAdminUrl URL for admin to view subscription subscription next_payment_date next payment date subscription first_delivery_date first delivery date subscription customer_email customer email address subscription products_text products with quantity included in subscription subscription next_delivery_date next delivery date For example if you specify the following code in the Template Content field Dear var subscription customer_name The next delivery is planned on var subscription next_delivery_date Please don t forget to effect payment on var subscription next_payment_date 19 It can be displayed in the email notification as Dear John Smith The next delivery is planned on December 24 2009 Please don t forget to effect payment on December 21 2009 7 You can define the layout of the template by defining CSS tags in Template Styles 8 To preview the template click the Preview Template button 9 Click the Save Template button New Email Template Back Convert to Plain Text Preview Template Save Template Load default te
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