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Recurring Orders, Profiles
and Subscription Products
Features, Functionality and Value Additions
Basics
Subscription and Recurring Products
A subscription is a set of multiple transactions, or payments, created for the
purchase of an installment-based payment plan. The payment gateway then
generates payments for the subscription later, based on a specified payment
schedule and subscription period.
Create subscription products using flexible settings and sell them on a
recurring basis. It makes sense to offer subscription options for products that
either constantly run out (pet food, water, toiletries, etc.)
or…every so often come in new editions (magazines, subscription boxes,
collectibles, etc.).
Subscription and Recurring Products
For one, it saves customers the inconvenience of going through the buying
process again and again and, most importantly, it saves them from switching to
a different store in between purchases.
Recurring Products can be:
Magazines, Cosmetics, Grocery items, Coffee etc.
Features Overview
Features
Subscription Period - The product or service may be set to be delivered
however often for however long, or even indefinitely*, until the customer
cancels the recurring order himself.
Starting date - Flexible starting day allows to begin Magento recurring
payments either at the moment of purchase, particular day of the month, or the
date specified by the customer.
Features
Trial Fee - Specify the duration and cost of the trial period - lure the customers
in with discounted prices or even by allowing free trial.
Initial fee (optional) - Set up a starting fee - a one time payment representing
the cost of signing up for the subscription service.
Iteration fee - Iteration fee is charged to the customer every time the product or
service is delivered.
Features
Payment processing - No need to go through a complicated payment set up -
the Subscriptions & Recurring Payments extension supports external payment
gateways, namely PayPal, Authorize.Net, and eWay.
Subscription tracking and editing - Each subscription is logged within the
extension creating a list in backend, allowing you to sort and manage
subscriptions however you see fit. On the customer’s side subscriptions may
be viewed and edited from within the customer area.
Features
Block appearance - Each subscription block may be given a custom name and
assigned a priority value defining its order of appearance within the frontend
page.
Customer segmentation (optional) - Customers may be moved to a different
customer group upon signing up for a particular subscription.
Subscription product type - This Magento subscription extension allows
recurring billings for simple, downloadable, configurable, or virtual product
types.
Features
Block appearance - Each subscription block may be given a custom name and
assigned a priority value defining its order of appearance within the frontend
page.
Customer segmentation (optional) - Customers may be moved to a different
customer group upon signing up for a particular subscription.
Subscription product type - This Magento subscription extension allows
recurring billings for simple, downloadable, configurable, or virtual product
types.
Features
Email notifications
● Send automatic email notifications to admin or/and customer to inform
about:
● new subscription
● subscription status change
● new order
● subscription period expiration
● next payment
Supported Payment Methods
&
Product Types
Supported Payment Methods
● eWay
● Authorize.Net ARB (RECOMMENDED - Automatic Recurring Billing)
● PayPal Express Checkout
● PayPal Payments Pro (Express Checkout)
● PayPal Payflow Link (Express Checkout)
● PayPal Website Payments Pro (Express Checkout)
● PayPal Website Payments Pro Hosted Solution (Express Checkout)
Supported Product Types
● Simple
● Downloadable
● Configurable
● Virtual
● Grouped (Not Supported)
● Bundle (Not Supported)
Team Recommendations
Get AheadWorks’ Product SARP 2.x.x
● SARP 2.x.x is a famous magento extension developed by AheadWorks that
PTG would recommend to install and implement
● All of the features and functionality covered by this presentation are part of
SARP 2
● PTG dev team has a vast experience of implementing SARP 2 with setting
up of recurring profiles, products and subscriptions with various payment
methods.
● PTG team to provide front end and back end demonstration during this
presentation.
SARP - Limitations and Points to consider
● PTG strongly recommends to implement SARP with selection of Payment
Method as Authorize.net’s ARB.
● At the moment, Rene Furterer and Klorane use regular Authorize.net
account and Paypal as payment methods and SARP works better with
ARB. some issues may appear that recurring not created.
● For details on ARB, we recommend Pierre Fabre team to visit the following
link: http://developer.authorize.
net/api/reference/features/recurring_billing.html
SARP - Limitations and Points to consider
● Automatic Recurring Billing via Authorize.net
Automated Recurring Billing (ARB) enables you to automatically process
installment-based credit card or eCheck.Net payments without having to store
sensitive payment data, which is passed directly to Authorize.Net’s secure
server.
SAP Integration team and PTG dev team have to look into its API to see
integration area, if needed: http://developer.authorize.net/api/reference/index.
html#recurring-billing
SARP - Limitations and Points to consider
● Automatic Recurring Billing via Authorize.net
Automated Recurring Billing (ARB) enables you to automatically process
installment-based credit card or eCheck.Net payments without having to store
sensitive payment data, which is passed directly to Authorize.Net’s secure
server.
SAP Integration team and PTG dev team have to look into its API to see
integration area, if needed: http://developer.authorize.net/api/reference/index.
html#recurring-billing
http://confluence.aheadworks.
com/download/attachments/3342482/SARP_1X_FAQ.pdf?api=v2
Resources and SARP Knowledge Base
● Extension Link https://ecommerce.aheadworks.com/magento-extensions/subscriptions-and-
recurring-payments.html
● Backend Walkthrough with Navigations: http://sarp2.demo.aheadworks.com/index.
php/aw_recurring_admin/adminhtml_subscription_type/index/
● Front End Walkthrough with Regular Product (no subscription) http://sarp2.demo.aheadworks.
com/authorize/index.php/subscriptions/coffee.html
● Front End Walkthrough with Subscription Product: http://sarp2.demo.aheadworks.com/index.
php/subscriptions/life-is-a-game-magazine.html
Thanks!
Contact us:
The Plum Tree Group
Development Team
Ali Memon
Business Analyst - Digital
Commerce
memon@plumtreegroup.net

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Subsription and Recurring Payments

  • 1. Recurring Orders, Profiles and Subscription Products Features, Functionality and Value Additions
  • 3. Subscription and Recurring Products A subscription is a set of multiple transactions, or payments, created for the purchase of an installment-based payment plan. The payment gateway then generates payments for the subscription later, based on a specified payment schedule and subscription period. Create subscription products using flexible settings and sell them on a recurring basis. It makes sense to offer subscription options for products that either constantly run out (pet food, water, toiletries, etc.) or…every so often come in new editions (magazines, subscription boxes, collectibles, etc.).
  • 4. Subscription and Recurring Products For one, it saves customers the inconvenience of going through the buying process again and again and, most importantly, it saves them from switching to a different store in between purchases. Recurring Products can be: Magazines, Cosmetics, Grocery items, Coffee etc.
  • 6. Features Subscription Period - The product or service may be set to be delivered however often for however long, or even indefinitely*, until the customer cancels the recurring order himself. Starting date - Flexible starting day allows to begin Magento recurring payments either at the moment of purchase, particular day of the month, or the date specified by the customer.
  • 7. Features Trial Fee - Specify the duration and cost of the trial period - lure the customers in with discounted prices or even by allowing free trial. Initial fee (optional) - Set up a starting fee - a one time payment representing the cost of signing up for the subscription service. Iteration fee - Iteration fee is charged to the customer every time the product or service is delivered.
  • 8. Features Payment processing - No need to go through a complicated payment set up - the Subscriptions & Recurring Payments extension supports external payment gateways, namely PayPal, Authorize.Net, and eWay. Subscription tracking and editing - Each subscription is logged within the extension creating a list in backend, allowing you to sort and manage subscriptions however you see fit. On the customer’s side subscriptions may be viewed and edited from within the customer area.
  • 9. Features Block appearance - Each subscription block may be given a custom name and assigned a priority value defining its order of appearance within the frontend page. Customer segmentation (optional) - Customers may be moved to a different customer group upon signing up for a particular subscription. Subscription product type - This Magento subscription extension allows recurring billings for simple, downloadable, configurable, or virtual product types.
  • 10. Features Block appearance - Each subscription block may be given a custom name and assigned a priority value defining its order of appearance within the frontend page. Customer segmentation (optional) - Customers may be moved to a different customer group upon signing up for a particular subscription. Subscription product type - This Magento subscription extension allows recurring billings for simple, downloadable, configurable, or virtual product types.
  • 11. Features Email notifications ● Send automatic email notifications to admin or/and customer to inform about: ● new subscription ● subscription status change ● new order ● subscription period expiration ● next payment
  • 13. Supported Payment Methods ● eWay ● Authorize.Net ARB (RECOMMENDED - Automatic Recurring Billing) ● PayPal Express Checkout ● PayPal Payments Pro (Express Checkout) ● PayPal Payflow Link (Express Checkout) ● PayPal Website Payments Pro (Express Checkout) ● PayPal Website Payments Pro Hosted Solution (Express Checkout)
  • 14. Supported Product Types ● Simple ● Downloadable ● Configurable ● Virtual ● Grouped (Not Supported) ● Bundle (Not Supported)
  • 16. Get AheadWorks’ Product SARP 2.x.x ● SARP 2.x.x is a famous magento extension developed by AheadWorks that PTG would recommend to install and implement ● All of the features and functionality covered by this presentation are part of SARP 2 ● PTG dev team has a vast experience of implementing SARP 2 with setting up of recurring profiles, products and subscriptions with various payment methods. ● PTG team to provide front end and back end demonstration during this presentation.
  • 17. SARP - Limitations and Points to consider ● PTG strongly recommends to implement SARP with selection of Payment Method as Authorize.net’s ARB. ● At the moment, Rene Furterer and Klorane use regular Authorize.net account and Paypal as payment methods and SARP works better with ARB. some issues may appear that recurring not created. ● For details on ARB, we recommend Pierre Fabre team to visit the following link: http://developer.authorize. net/api/reference/features/recurring_billing.html
  • 18. SARP - Limitations and Points to consider ● Automatic Recurring Billing via Authorize.net Automated Recurring Billing (ARB) enables you to automatically process installment-based credit card or eCheck.Net payments without having to store sensitive payment data, which is passed directly to Authorize.Net’s secure server. SAP Integration team and PTG dev team have to look into its API to see integration area, if needed: http://developer.authorize.net/api/reference/index. html#recurring-billing
  • 19. SARP - Limitations and Points to consider ● Automatic Recurring Billing via Authorize.net Automated Recurring Billing (ARB) enables you to automatically process installment-based credit card or eCheck.Net payments without having to store sensitive payment data, which is passed directly to Authorize.Net’s secure server. SAP Integration team and PTG dev team have to look into its API to see integration area, if needed: http://developer.authorize.net/api/reference/index. html#recurring-billing http://confluence.aheadworks. com/download/attachments/3342482/SARP_1X_FAQ.pdf?api=v2
  • 20. Resources and SARP Knowledge Base ● Extension Link https://ecommerce.aheadworks.com/magento-extensions/subscriptions-and- recurring-payments.html ● Backend Walkthrough with Navigations: http://sarp2.demo.aheadworks.com/index. php/aw_recurring_admin/adminhtml_subscription_type/index/ ● Front End Walkthrough with Regular Product (no subscription) http://sarp2.demo.aheadworks. com/authorize/index.php/subscriptions/coffee.html ● Front End Walkthrough with Subscription Product: http://sarp2.demo.aheadworks.com/index. php/subscriptions/life-is-a-game-magazine.html
  • 21. Thanks! Contact us: The Plum Tree Group Development Team Ali Memon Business Analyst - Digital Commerce memon@plumtreegroup.net