Modules

If you need to synchronize all subscription renewals to better manage and check your customers’ payments, go to the section Modules and enable Renewal synchronization.

A new section will then show in the plugin panel from which you can configure the available options.

Signup payment options

• First payment at signup fee options: here, you can choose how to manage the first subscription payment at signup from:
  • Don’t charge the first recurring amount at signup (only a signup fee, if set): When you create a subscription product, you can choose the day on which renewals synchronize and charge the subscription payment to your users.
  • Charge a prorated payment and, therefore, when to charge the first recurring amount to your users: The user will pay a part of the recurring amount, automatically calculated based on the days left till the renewal. (Renewal day is set on the subscription product page).
    • Postpone the first payment, if the next payment is in less than: Use this option to avoid charging the user twice in quick succession if a subscription has been bought near a renewal date by setting the number of days until next renewal.
  • Charge the full recurring amount on signup: regardless of the number of days left for the next renewal date.

Please, note: if the product includes a trial period, no prorated amount will be charged, so the next payment date will be automatically set as the first renewal date.

Renewal synchronization

• Synchronize recurring payments for: Choose if you want to synchronize subscription payments to a specific day of the week, month, or year. For example each Monday or the first day of each month. You can do that for all products or specific products/categories. Available options:
  • All products: You will be able to exclude some products or categories if this option is selected.
  • Only virtual products: You will be able to exclude some products or categories if this option is selected.
  • Specific products: Select the products to include in the related option.

• Specific categories: Select the products to include in the related option.. You will be able to exclude some products if this option is selected.
• Display recurring payments info on the product page: Enable if you want to show additional information about the synchronization on the product page.

You can continue with the settings from the product detail page (details here) where you will be able to configure the sync option based on every product billing cycle.

Please, note, the synchronization settings can only apply to new subscriptions (so subscriptions started after the settings are saved) and it does not apply to ongoing subscriptions.

Through the Delivery schedules settings, you will be able to schedule deliveries for those subscriptions whose renewal payment does not match the delivery date. For example, you might sell a monthly subscription to a printed magazine that is billed yearly. In this case, you will charge your users yearly, so the renewal order will be generated every one year, but you will need a tool to schedule and prepare all the monthly shipping.

To add this section to the plugin panel, you must first enable the related module from Modules.

Let’s now analyze the available options:

• Set a delivery schedule of subscription products for: select the products or categories that will be affected by the delivery schedules.
  • All products: you will be able to exclude some products or categories if this option is selected.
  • Only non-virtual products: you will be able to exclude some products or categories if this option is selected.
  • Specific products: you can select the products in the option Products to include.
  • Specific categories: you will be able to select the categories in the option Categories to include.
• Products to exclude: enable this option if you want to exclude some products from delivery.
• Default delivery schedule: you can choose how frequently the subscription products have to be delivered, for example, every 1st of the month or every Monday. If the product recurrence is set in days, you will not be able to set a synchronization day. If the product recurrence is set in weeks, you will be able to choose the day of the week. Please, note that if the billing cycle is 2 weeks and Monday, it will always be the first Monday every two weeks.This is a global setting that can be overridden inside the product page. If the product recurrence is set in years, you will be able to choose month and day, for example January 1st or June 30th every year.

These general settings will apply to your product selection, but you will be able to override this on a product or variation level. For more information see here.

If you need to charge your users annually but ship every month, setting up a different delivery schedule is the perfect option for you.

Please, make sure you have enabled the Delivery schedule module and configured the global options as described on this page and the product settings as well.

You will be able to see then the tab Delivery schedules in the plugin panel, where you can check all the next scheduled deliveries in a glance and manage them easily from this page.

From this view, you can filter them by:

• status
• product
• customer 
• date range

The list is updated daily (a daily cron is set up to update this page) based on the subscription settings.

Every delivery has a specific status:

• In process: this is the status of all deliveries that have to be shipped today. All subscriptions will be checked daily and will appear in this list on the day they are supposed to be shipped.
  So for example, if you ship a magazine every week on Monday, every Monday you will find all waiting deliveries here, so you can process them all.
• Waiting: this is the status of all future deliveries.
• Shipped: the item has been shipped. Once you set the delivery to this status, an automatic email will be sent to the customers to inform them about the shipping.
• Cancelled: the delivery of this schedule has been cancelled

So, for example, how to handle deliveries for today and prepare those for the next days?

You can start filtering the subscriptions by in process status, so you will only see those delivery entries that have to be shipped today.

Once they are completed, you can change their status to shipped, so the customer will receive an email that informs them about the shipping.

Once confirmed, the date of the shipping will be registered and shown in the Shipped on column:

Once you’ve finished shipping all today’s deliveries, you can start preparing those that have to be shipped tomorrow.

Filter deliveries by waiting and by date as well.

You will be able to find the list of all next deliveries for a specific subscription in the subscription details, just right below the related orders box. Here you will be able to change the status of the delivery schedule and see all the next schedules as waiting.

The customer will be able to see an additional box in My Account > Subscriptions > Related Delivery with a list of the delivery schedules for their subscription. Only the next 5 deliveries will be listed here:

Please note: It is only possible to choose 1 day per week/month/year. So for example, you cannot select deliveries each Monday and Wednesday.

Print shipping labels

If you sell subscription-based products that need to be shipped, you can download a list with your customers’ addresses into a PDF file and print the shipping labels in one click.

Just click on the Download shipping list button on top of the table and the plugin will generate a PDF document with the shipping labels of those deliveries with status “In process“: