See how the Magento 2 Subscriptions & Recurring Payments extension works:

Guide for Subscriptions & Recurring Payments for Magento 2

Boost sales of regular products using subscription options. Get more recurring purchases with Magento 2 Subscriptions & Recurring Payments extension.

  • Sell regular products on a subscription basis
  • Set initial fees and enhance customers loyalty with free trials
  • Get recurring payments via PayPal and Stripe
  • Send notifications to customers about the changes in their subscription status
  • Let customers manage all subscriptions in a separate tab

Payment Methods Configuration

Configure Integration with PayPal

For a correct performance of the payment integration with PayPal please install “paypal/rest-api-sdk-php” composer package first.

To configure the integration with PayPal, please go to Stores → Configuration → Sales → Payment Methods → PayPal Express Checkout → Configure.

Fill the following fields below with the data from your PayPal business account:

  • Email Associated with PayPal Merchant Account (Optional)
  • API Username
  • API Password
  • API Signature

Sandbox Mode - set ‘Yes’ in the Sandbox Mode field. To get this info, you should navigate to your PayPal developer account, login with your credentials or create a PayPal developer account if you don’t have one.

Enable this solution - set to 'Yes' to enable the PayPal payment method.

Then press ‘Save Config’ button and flush the Magento Cache for a correct display of the configurations on the front.

Merchant Account ID - For this info navigate to Sandbox → Accounts → View/Edit Account.

Copy info from the field Account ID in the tab Account Details and fill in the Merchant Account ID field with it.

To authorize and link your store with the PayPal account please navigate to Subscriptions & Recurring Payments → Configuration → PayPal.

Here you need to fill in Client ID and Client Secret fields. To get the info for these two fields, please navigate to your PayPal developer account, login with your credentials or create a PayPal developer account if you don’t have one.

When you get in, navigate to the My Apps & Credentials tab and click the Create App button.

Name the application and associate the sandbox test account. Click the Create App button.

Thus the App will be created and the administrator can copy the Client ID and Secret from this page.

Paste the copied values into the Client ID and Client Secret fields in PayPal Configuration section and press ‘Save Config’ to enable the Webhook ID generation.

Click ‘Create’ under the Webhook ID field to generate it.

Then navigate to Subscriptions & Recurring Payments → Configuration → General and make PayPal Express Checkout active by selecting it in the list of Supported Payment Gateways. Press ‘Save Config’ and flush the Magento Cache for a correct display of the configurations on the front.

In case you need some help in PayPal payment gateway configuration itself, we recommend visiting the Magento User Guide for PayPal Express Checkout for more details.

Configure Integration with Stripe

As the extension works with Stripe payment method, it demands Stripe TLS of at least v1.2 , HTTPS and stripe/stripe-php library. Please see the details here.

To configure the integration with Stripe, please go to Stores → Configuration → Sales → Payment Methods → Stripe by Amasty.

Enable Stripe - set to Yes to enable the payment method.

Enable Apple Pay and Google Pay – select Yes to activate payments via Apple Pay and Google Pay.

Title - specify the custom name of the Stripe payment to be displayed on the checkout page.

New order status – you can select an order status after payment is captured. There are 2 available order statuses: Processing and Pending.

Define the type of the Payment Action:

  • Authorize - to check a card validation without charging until the order is invoiced and approved.
  • Authorize and Capture - to debit money immediately after order submission.

To get a Publishable Key and a Secret Key, please go to your Stripe account and sign in.

Get your test or live API keys, copy them and paste into the appropriate configuration fields.

For more information, please, visit Stripe documentation.

Save Customer Cards – disable or set to Ask the customer to save customers' card details on Stripe's servers so that they don't have to enter them when purchasing again.

Create your Webhook secret right in the module's backend.

Please note that in case you are using Stipe in Sandbox mode (including our live demo) this mode would allow you to generate only 16 Webhook secrets per the one set of API keys. This limitation is applicable only for the live demo of our product (as it uses Stripe in Sandbox mode), the real product does not impose any limitations.

Display Stripe Logo Next to the Method Title – set to Yes to display Stripe Badge. It helps to increase trust and make your customers feel more secure.

Payment from Applicable Countries - accept payments made via Stripe from All Allowed Countries or from Specific Countries.

Payment from Specific Countries - select the countries for which the Stripe payment method will be allowed.

Make 3D Secure Authentification Mandatory for All Cards That Support It – set to Yes to surely prevent malicious actors from stealing any sensitive information.

Debug Mode - enable this option if you want to track payment processes.

Stripe Email Receipts - set to Yes to let Stripe send email receipts for successful payments and refunds. It works only in Live mode.

To test the module, see this information.

Configure Integration with Cash on Delivery

To configure the integration with Stripe, please go to Stores → Configuration → Sales → Payment Methods → Cash on Delivery

Enabled - set to Yes to activate the extension.

Title - specify the payment method title on the checkout page. Cash On Delivery is set by default.

New Order Status - choose the status of the new order until the payment is completed.

Payment from Applicable Countries - set to All Allowed Countries if you want to offer ‘Cash on Delivery’ payment method for customers from all countries. If not, choose the Specific Countries option in this tab.

Payment from Specific Countries - select the countries for which cash on delivery will be allowed.

Instructions - fill in the guide or conditions for your customers to make a payment or provide them with some additional information about the COD method in your store.

Minimum Order Total - specify the minimum order amount required for the method to be applied.

Maximum Order Total - set the maximum order amount acceptable for cash on delivery payment method.

Sort Order - specify the position of the ‘Cash on Delivery’ in the payment methods list on the checkout page. Here 0 is the first position.

After configuring all the necessary settings, click the Save button in the upper-right corner.

Unlike other payments methods accepted by the Subscriptions and Recurring Payments for Magento 2 extension, the Cash on Delivery method works only with Magento Cron jobs to schedule and generate subscriptions and send emails. If Magento Cron is not configured or configured incorrectly, the extension won't create any subscriptions with the Cash on Delivery payment method.

General Settings

To configure the extension settings, navigate to Stores → Configuration → Amasty Extensions → Subscriptions & Recurring Payments. Expand the General tab.

Supported Payment Gateways - specify the gateway payment methods that will be available at checkout when your customer adds any subscription product to the cart.

Allow for Specifying Subscription Start and End - enable this option to let your customers choose when to start and end their subscriptions for extra convenience. Set 'No' to restrict this ability to instantly start an infinite subscription after the order is placed and keep it active until failed or canceled.

Check here how it works.

Apply Free Shipping to Subscription Products - set to Yes to offer free shipping on subscription products to make it more appealing to your customers and encourage long-lasting relationships with them.

Enable ‘Next Billing Date’ Explanation Tooltip - if enabled, It displays the '?' icon with the tooltip in the Subscriptions grid on the customer's Storefront. The option is applicable for the stores having the only Website for several time zones.

Message Text - specify the text to provide customers with. For example, you may warn shoppers about possible time zones issues.

On the storefront the tooltip is displayed in the following way:

Global Subscription Settings

In this tab, you can configure the global subscription terms.

Subscription only - select No to make products available as either regular purchase or subscription. Select Yes if you want to make products available for purchase via subscription only.

Subscription Plans Available to Customers - choose the subscription plans that will be visible on the frontend.

In case you upgrading the Amasty Subscriptions and Recurring Payments module to 1.6.0 or higher, the previous subscription settings will be migrated and displayed in this section.

If you are installing the module for the first time, the extension will create several default subscription options like Daily, Weekly, Monthly, Annual.

You can add as many subscription plans as you'd like. To do that, please go to Sales → Amasty Subscriptions → Subscription Plans. Then, on the Subscription Plans grid, you can manage existing plans and add new ones according to your business needs.

Labels & Comments

In this tab, you can customize labels to make them more catching or understandable. The labels are displayed next to the radio button for adding a product to the cart as a single purchase (displayed on the subscription product page).

Set the label for the Single Purchase Option and the Recurring Purchase Option.

Email Notifications

Adjust this tab if you want to notify your customers upon important events concerning their subscriptions.

Send Emails as - choose the email from which the notifications will be sent.

You can enable the following notifications:

  • When a subscription is purchased;
  • When the trial period ends;
  • When a subscription is canceled.

In the Email Template tabs select the suitable templates for the emails.

Save the configuration.

Subscription Plans

The extension allows store owners to create an unlimited number of custom subscription plans based on one's needs. You can flexibly adjust plans, and create a highly tailored plan with unique subscription terms for a specific product.

To manage subscription plans, please go to Sales → Amasty Subscriptions → Subscription Plans. After that, you'll get to see a Subscription Plans grid. An example of such grid is presented on the screenshot below.

To manage an existing subscription plan, click on the Edit action for a selected plan in the Actions column.

To create a new subscription plan, click the Add New Plan button in the top-left corner.

How to create new subscription plan

After pressing the Add New Plan button, the extension allows admin to adjust options for new subscription plan.

Subscription Plan Name - Set the name for the subscription option. Kindly note that it is for internal use only, and customers won't see it. The best practice is to name a new plan in an easy-to-read manner so that later you could easily find needed plans on the grid.

Status - choose if this plan will be Active or Suspended. If set to Active, customers will be able to see it on the frontend.

Billing Frequency - set the needed custom billing frequency. Billing will be made every N days/weeks/months/years depending on the selected frequency unit.

Billing Frequency Unit - define the interval of time from the end of one billing, or invoice, statement date to the next billing statement date.</note>

Enable Free Trials - enable this option if you want your customers to test your products and services for free prior charging them a normal subscription price.

Number of Trial Days - specify the number of days from the moment of order placement during which your customer will not be charged a subscription fee for using your product.

Charge Initial Fee - choose whether you want to charge your customers with initial subscription fee or not. This will be charged only once at the moment of first purchase not affecting future billing cycles.

Initial Fee Type - fee can be either a fixed amount in the base store currency or a percent of the regular price of the product.

Initial Fee Amount - specify the amount of the fee. If there are multiple different subscription products in a single order, the initial fee will be calculated as a sum of individual fees.

Offer Discounted Prices to Subscribers - set to Yes to provide customers with discounts and stimulate them to subscribe.

If the Offer Discounted Prices to Subscribers is set to Yes, another section of configuration options will appear.

Discount Type - discount can be either a fixed amount in the base store currency or a percent of the regular price of the product.

Discount Amount - the specified amount will be deducted from the regular price of a subscription product.

Limit the Number of Discounted Cycles - with the extension you can choose whether to always apply a discount to the amount your customer pays for the subscription or limit the number of billing cycles with discounted pricing.

Number of Discounted Cycles - if you want to limit discounted cycles, set the number of cycles during which the price will be lower.

Subscription products

If you've just installed 'Subscriptions & Recurring Payments' extension or have never configured your subscription products before, please take into consideration that, by default, products are unavailable for subscription and need to be properly configured.

To make products available via subscription, go to Admin Panel → Catalog → Products.

Mass Actions

To apply global subscription settings to products, just tick the necessary items and Make Selected Products Available via Subscription in the Actions dropdown menu. Use the same algorithm to make them unavailable via subscriptions.

Use the Filters to find the products you need faster.

Subscription Customization

With the extension, it is possible to configure subscription settings for particular products separately.

Find the necessary product and click the Edit button.

Go to Subscriptions Settings tab.

In the Available by Subscription field you may apply the global configuration to the product or create a custom one. In case of customization, set all subscription settings manually according to your needs.

Subscription Only - set to Yes, if you want to sell this product via recurring payments.

Subscription Plans Available for Customers - choose the subscription plans that will be displayed on the frontend. This setting overrides the options set in Global settings.

Create custom subscription plans with special terms for certain goods to motivate users to buy this product. For example, offer free delivery and a bigger discount to dog treats from a certain brand. This way, buyers will see that this offer is more valuable and will be much more likely to purchase an advertised product.

After the changes are made, hit the Save button.

Frontend View

Let customers choose the billing cycle suitable for them. Apply free trials and initial fees to products.

If you enable the 'Allow for Specifying Subscription Start and End' option, shoppers can also select the subscription period convenient for them. They may choose the date to start subscriptions and specify the necessary end time.

There are 3 available variants to end a subscription:

  • set it as Infinite - in this case subscription can be closed manually by a customer;
  • end by a date;
  • end by a cycle - user can choose the amount of repeated times to close the subscription.

Set custom subscription options for particular products according to your business needs. Provide customers with tempting discounts.

Display all customer's subscription in a separate account tab.

Improve your checkout page with advanced Magento 2 One Step Checkout extension.

Find out how to install the Subscriptions & Recurring Payments extension via Composer.

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magento_2/subscriptions-recurring-payments.txt · Last modified: 2020/06/27 09:52 by arhipenko