General settings

You can set all the general plugin options from the ‘General settings’ tab in YITH > Subscription.

Here you will find four different sections.

1. General settings

  • User can add to cart: Decide if the user can add multiple subscription products to the cart or not. If you select ‘Only one subscription product‘ the user cannot add more than one subscription product to the cart, even though the payment method would allow it.
  • Allow users to manually renew a subscription: Decide if the user can pay a subscription renewal manually. If you select “No” the checkout page will only show payment methods that support automatic payments. You can find a list of supported gateways here.

Stock management with recurring payments

After this part, you will be able to set up how to manage the stock of products with recurring payments.

  • Stock management with recurring payments: Decide if renewal orders affect the stock count of subscription products.

Recurring not paid

Missing payments and subscription pauses

  • If a recurring payment is not paid: Decide what will happen when a recurring order does not get paid, you can choose from 3 different statuses:
    Overdue, Suspended and Cancelled.
    In combination with YITH WooCommerce Membership these statuses have the following behavior:

    • Overdue (no payment received but user can keep using the subscription).
    • Suspended (temporary no access to the subscription, until payment is made).
    • Cancelled (no longer able to use the subscription, this action is irreversible)

general settings 2

  • Allow users to pause subscriptions: Decide if users can pause their subscription and if so, with or without limits.
    • Subscription pausing limits: Set the number of times a subscription can be paused, and the duration of each pause in days.

These are general rules, you can create custom pausing rules per subscription which will override the rules you have set here (step 5).

  • Delete subscription if the main order is cancelled: Enable in order to delete the subscription when main order is cancelled.

2. Synchronize payments to a specific day

Then, you will find a set of options related to the synchronization of payments on a specific day.

  • Synchronize all recurring payments to a specific day: 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 for specific product/categories. Available options:
    • Never
    • For all products: You will be able to exclude some products or categories if this option is selected.
    • Only for virtual products:  You will be able to exclude some products or categories if this option is selected.
    • For specific products
    • For specific categories: You will be able to exclude some products if this option is selected.

Based on the selected option, you will be able to see additional settings:

  • Choose the categories of products which you want to exclude from the synchronization
  • Choose the products that you want to exclude from the synchronization
  • Choose how to manage the first subscription payment at signup:
    • Don’t charge any amount (if set only signup fee will be charged): When you create a subscription product, you can choose on which day to synchronize renewals and charge the subscription payment to your users.
    • Charge a prorated payment: The user will pay a part of the recurring amount, calculated automatically on the basis of the days left till the renewal. (Renewal day is set in the subscription product page)
      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.

      For example, the product costs 50€ a month, with a one-week trial period and payments are taken on the 1st of every month. If the customer subscribes on February 1st, he will get one week free and pay 50€ from March 1st onward.

    • Charge the full recurring amount, regardless of the number of days left for the next renewal date.
  • Show additional information about the synchronization: Enable if you want to show additional information about the synchronization on the product page.
  • Postpone the first payment if the next synchronized payment is less than X days: Use this option to avoid charging the user twice in quick succession if a subscription has been bought near a renewal date.

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.

3. Subscription delivery schedules

In this section you will be able to schedule deliveries for those subscriptions which renewal payment does not match with 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 the renewal order will be generated every one year, but you will need a tool to schedule and prepare all the monthly shipping. This is what this Delivery schedules option will help you with. Let’s see which options are available:

Set a delivery schedule for subscription products:

  • Nothing: no delivery schedule needed
  • For all products: you will be able to exclude some products or categories if this option is selected.
  • Only for non-virtual products: you will be able to exclude some products or categories if this option is selected.
  • For specific products: you can select the products below
  • For specific categories: you will be able to exclude some products if this option is selected.

Default delivery schedule: you can choose how frequently the subscription products have to be delivered. This is a global setting that can be overridden inside the product page.

Synchronize delivery schedules: enable this option if you want to ship the product on a specific day, 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.

If the product recurrence is set in months, you will be able to choose the day of the month, from day 1 to day 28, or end of month, which may vary from month to month. For some months, it can be the 28, others 30th or 31st.

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 products selection, but you will be able to override this on a product or variation level. For more information see here.
Once your users start subscribing products with specific delivery schedule options, you will be able to manage the deliveries when they are just to come from the tab Delivery Schedules in the plugin panel. Please, refer to this page for more information.
Show delivery schedule info in product page: enable if you want to show information about the delivery schedule on the frontend on the product page.
Subscription delivery on frontend

4. Extra settings

  • Shop manager can manage subscription settings: Allow the shop manager to edit the subscription setting options.
  • Staging mode: keep this option enabled if you need to clone your site to make some tests. This option will be automatically enabled on the cloned site to avoid double charges on your users’ accounts. If you are sure the cloned site is not on staging mode (and so payments can be regularly charged), then, disable this option.
  • Enable log:  This allows enabling the plugin logs.

5. Privacy settings (GDPR)

  • Delete personal info after an account erasure request: All personal information will be erased if request is made by customer.
  • Delete pending and cancelled subscriptions: Subscriptions will be trashed after a set duration, choosing from days, weeks, months, years.

Product page

To customize the product pages of subscription product, and the look of subscription type products on the shop page, go to YITH > Subscription > Customization.

Product page customization

  • “Add to cart” label in subscription products: Change label in shop- and product page.
  • Show trial period: Show trial period on shop- and product page
  • Enter the text for the free trial period: Where {{trialtime}} is eg. ’10 days’.
  • Free trial text color: Choose the color of the text.
  • Show fee info: Show sign-up fee information on shop- and product page.
  • Enter a text for the fee info: Where {{feeprice}} is eg. ‘$9,99’.
  • Fee info text color: Choose the color of the text.

Shop page example:

Shop page example

Product page example:

Product page example

These texts will only be shown on shop- and product pages, you can set a different text for checkout- and cart pages, check the settings here.

Note: Don’t forget to scroll all the way down on the settings page, and save your changes.

Cart and checkout page

To set different texts for subscription type products in the cart and checkout pages, go to YITH > Subscription > Customization.

Cart and checkout customization

  • “Place order label” in checkout page: Tekst that replaces ‘place order’ for subscription type products in checkout page.
  • Enter a text for the free trial period to show on cart: Where {{trialtime}} is eg. ’10 days’.
  • Show total subscription length: Enable to show the total length (only shown if subscription has an end date).
  • Enter a text for the subscription total: Where {{sub-time}} is eg. 8 weeks multiplied by {{sub-total}} eg. 90,00$ makes 720,00$.
  • Show next billing date: First payment date after the free trial ends.
  • Enter a label for the next billing info: Next upcoming payment date, after the initial payment date.
  • Enter a label for the next billing info in case of a trial: Tekst for first payment date after free trial ends.

2 checkout examples below:

checkout examples

  • Thank you page layout: Decide how to show the subscription details on thank you page, either in a table or in a separate box.

In table:

Thank you table

Separate box:

Thank you separate box

These texts will only be shown on cart and checkout pages, you can set a different text for shop- and product pages, check the settings here.

Don’t forget to scroll all the way down on the settings page, and save your changes.

Subscription in my account page

To decide which options and texts the user will see in the My account page, you have to go to YITH > Subscription > Customization.

Subscription section customization

  • Show the Cancel button on My Account > Subscriptions: Decide if you want to give the customer the option to cancel from the my account page.
  • Show the Resubscribe button on My Account > Subscriptions: Decide if you want the give the customer the option to resubscribe to the same subscription.
    • Maintain the same price of the previous subscription: Enable if you want the customer to pay the same price as before, disable to pay the actual price.
  • Show the Renew Now button on My Account > Orders: Decide if user will be able to force the payment himself, if at least one failed payment attempt is registered (Note: each time the user forces a payment it counts as an attempt).
  • Pause/Cancel subscription style: Choose to either show the options as buttons or in a dropdown.

2 options on my account

If you choose to show the options in a dropdown, you can edit the texts in YITH > Subscription > Customization, as shown below.

Dropdown text

If the customer chooses any of the options from the My account page (pauze, resume, cancel) a popup will appear. You are able to customize the text of these popups and the buttons in YITH > Subscription > Customization. In the images below you’ll see an example of the popup and its settings.

Pause subscription

pauze text

Resume subscription

resume text

Cancel subscription

cancel text

 

 

Simple product subscription

Step 1. Creating a subscription product

First step, we’ll go to the products page to create a new product, that we wish to sell as a subscription, by simply selecting the ‘subscription’ checkbox.

subscription creation

Here you set a price for the plan, enter the amount in Regular price (and sale price), the price entered here is the recurring fee.

For our example we put in a high price aiming for an annual subscription.

Step 2. Duration and end date

In the next step we will focus on the subscription settings of the product.

duration and end

  • Users will pay every: xx days, weeks, months, years.
  • Subscription ends: decide if the subscription will have an end date or not

We have already set a price, now it is time to decide the period and if it has an end date or not, in our example we don’t want to set an end date.

3. Free trial and sign-up fee

free trial and sign up fee

  • Offer a free trial of: xx days, weeks, months, years.
  • Sign-up fee: Extra fee that user has to pay when purchasing the subscription.

For our example we choose a free trial of 10 days and a sign up fee of 9,99$.

4. Limit subscription

Limit subscription

  • Limit subscription: Decide if user can purchase multiple subscriptions for the same product or if there is a limit:
    • Do not limit: No limits
    • Limit user to allow only one active subscription: While the subscription for this product is still active, the user cannot purchase the same subscription again. Once the subscription is cancelled/ended the user can purchase it again.
    • Limit user to allow only one subscription of any status, either active or not: The user will never be able to purchase this subscription product again, regardless of the active/inactive state. If the user wishes to activate the subscription again, he can use the  ‘resubscribe’ button in his My account page.

Since we have added a trial period in our example, we choose the last option. A good choice in our case, because a user can never abuse the free trial period; once he placed the order, he cannot purchase it again (and use the free trial period, cancel before payment, use free trial, cancel again etc.).

5. Custom pausing rules

By enabling the ‘Set custom pausing rules’ a new set of options appear. These settings will override the pausing rules set in the ‘General settings’.

Custom pausing rules

  • Allow users to pause this subscription set more specific pausing rules for this product:
    • No never: No pausing option available for this product.
    • Yes, user can pause without limits: The user can pause and reactivate the subscription without limitations.
    • Yes, user can pause with certain limits: Decide how many times the user can pause, and the duration in days of pausing period.

For our example we choose to not have a pause period.

6. Cancellation settings

Cancellation settings

  • Override the cancellation settings: Override the general cancellation settings, to make it more specific for this product > a new option will appear:
  • Allow users to cancel this subscription: Users will be able to cancel this subscription.

For our example, we will allow cancellation by user, so we set both options to YES.

7. Synchronize payments

From the product settings you will be able to set up the syncing options for recurring payments or one specific product when it renews weekly, monthly or yearly.

Just make sure you have first enabled this option from the general settings. Then, you will be able to set a specific day for synchronizing payments.

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.

 

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.

If the product recurrence is set in months, you will be able to choose the day of the month, from day 1 to day 28, or end of month, which may vary from month to month. For some months, it can be the 28, others 30th or 31st.

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.

This information will be displayed accordingly on the frontend, so customers will be able to see when and how much the first and later payments will be. The first payment will include the cost of the sign-up fee, if set.

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.

8. Delivery schedules

From the product settings you will be able to override also the delivery schedules options for this subscription and synchronize, if necessary, all deliveries on the same day.

Click on Override the delivery schedule settings if you want this product to have a different configuration. Please, refer to the Delivery Schedules sections on this page for more information about the configuration.

Delivery-schedule-product-edit-page

Once your users start subscribing products with specific delivery schedule options, you will be able to manage the deliveries when they are just to come from the tab Delivery Schedules in the plugin panel. Please, refer to this page for more information.

Variable product subscription

Step 1. Creating a subscription product

First step, we’ll go to the products page to create a new product, that we wish to sell as a subscription, we’ll select the ‘variable product’ option, and as you can see the ‘subscription’ checkbox will disappear (no worries).

create variable product

Step 2. Adding attributes and variations

Create and add your attributes and variations as usual.

attributes and variations

In our example we wish to sell a mobile phone with the option to either purchase it at once, or pay a smaller amount each month.

Step 3. Subscription checkbox

If you were wondering where to find the ‘Subscription‘ checkbox, well, its located within the variations. So you can decide for each variation if you wish to sell it as a subscription or as a regular product.

upfront and monthly payment settings

In our example, we will sell one variation as a regular product, and one as a subscription. So for the first option we don’t select the ‘subscription’ checkbox, and for the second one we do. For both we set a price.

Step 4. Subscription settings

In the next step we will focus on the subscription settings of the product, since one variation is a ‘regular’ product, we will only focus on the variation with subscription.

Subscription settings

  • Users will pay every: xx days, weeks, months, years.
  • Subscription ends: decide if the subscription will have an end date or not
  • Offer a free trial of: xx days, weeks, months, years.
  • Sign-up fee: Extra fee that user has to pay when purchasing the subscription.

We have already set a price, now it is time to decide the period and if it has an end date or not, in our example we don’t want to set an end date, we don’t want a free trial and we don’t want a sign-up fee.

  • Allow users to pause this subscription set more specific pausing rules for this product:
    • No never: No pausing option available for this product.
    • Yes, user can pause without limits: The user can pause and reactivate the subscription without limitations.
    • Yes, user can pause with certain limits: Decide how many times the user can pause, and the duration in days of pausing period.
  • Override the cancellation settings: Override the general cancellation settings, to make it more specific for this product > a new option will appear:
  • Limit subscription: Decide if user can purchase multiple subscriptions for the same product or if there is a limit:
    • Do not limit: No limits
    • Limit user to allow only one active subscription: While the subscription for this product is still active, the user cannot purchase the same subscription again. Once the subscription is cancelled/ended the user can purchase it again.
    • Limit user to allow only one subscription of any status, either active or not: The user will never be able to purchase this subscription product again, regardless of the active/inactive state. If the user wishes to activate the subscription again, he can use the  ‘resubscribe’ button in his My account page.

In our example we don’t want to override the general pausing options, the cancellation options, or apply limitations.

Step 5. Upgrade/Switch/downgrade settings

Here you can decide if the user will be able to switch from one variation to another, and what will happen to the payment.

upgrade downgrade switch

In our example we will ignore these settings as these are not applicable in this case.

For more information about the upgrade/switch/downgrade settings check this page here.

Product example

variable subscription example

The user can now decide to purchase the mobile phone directly, or to spread it out in monthly payments.

One-time shipping

You only want to charge shipping costs on the initial payment, and not on renewals? No worries, you can easily turn off that option from the product editing page.

Select the ‘Shipping‘ tab and check the option ‘One time shipping‘.

One time shipping

The customer only has to pay shipping fee on the first payment, and not on renewal payments.

Subscriptions overview

You can find the complete list of all subscriptions of your site in YITH > Subscription > Subscriptions.

This table consists of the following information for each subscription:

  • Subscription: Unique ID number of the subscription.
  • Started on: Startdate of the subscription that is the same day in which the order has been paid.
  • Recurring: Recurring amount per given period.
  • Payment due: Next payment date.
  • Ending on: End date of the subscription, only visible if one is set.
  • Expired on: When end date is reached the date will change from ‘ending on’ column to this one.
  • Renewals: Times that the user has paid the recurring amount.
  • Payment method: Method that has been used to pay for the subscription.
  • Failed attempts: Failed renewal attempts.
  • Status: Current subscription status (active, paused, cancelled, pending, overdue, trial, expired, suspended).

From this screen you will also be able to download all the subscriptions (with all subscription details) into a CSV file, by simply clicking on the Export button that you find next to the page title:

Actions on subscriptions

By clicking on the subscription ID you can enter the specific subscription and see its details and possible actions you can apply.

actions on subscriptions

Administrators can change the subscription status whenever they want, there are 3 options within the ‘actions’ dropdown menu:

  • Cancel subscription: The subscription gets the status ‘Cancelled’ but will not expire directly, it expires on the day when the renewal is due (in the meantime it remains active).
  • Cancel subscription now: It will expire directly. This is particularly important if the subscription is linked to any other tool that will grant access to contents as long as the subscription is active.
  • Create a Renew Order Manually:

The administrators will be able to edit both the billing- and shipping details or to load the ones saved by the user.

edit subscription

If users have previously updated the address from the subscription settings on My Account page, the updated information will be loaded.

On the right side, there is a box in which all activities of the subscription are recorded.

Subscription statuses

The status of a subscription depends on certain conditions, for example; payment complete, expiration date or users that pause a subscription plan. These are the statuses that a subscription can have:

  • Trial: Status during the trial period and subscription can be cancelled.
  • Active: Subscription is active and can be cancelled or paused (if pause is set).
  • Paused: Subscription is paused and it can be cancelled or reactivated
  • Pending: Subscription will have this status only during the purchase. The order has been completed, but payment is still in pending on administrator side.
  • Overdue: The recurring fee has not been paid and users can benefit of the grace period offered by administrators. During this time, the subscription remains active and users have the possibility to make the payment, but the subscription can still be cancelled.

In YITH > Subscription > General settings > ‘If a recurring payment is not paid’ the admin can decide what the status of the subscription will be if the recurring payment has not been received.

Recurring not paid

The Subscription will get the following status after xx hours (counting from time of purchase):

  1. Overdue: The subscription will remain ‘active’ for an xx number of days. If still no payment has been received after those days, the status will either switch to ‘suspended’ for an xx number of days followed by ‘cancelled’ status, or switch to ‘cancelled’ directly.
  2. Suspended: The subscription is no longer active, but the user will have xx days to make the payment, before it switches to ‘cancelled’ status.
  3. Cancelled: The subscription is no longer active and the user can no longer pay.

Color status customization

You can change the color of each status, this can be managed from the ‘Customization’ tab in YITH > Subscription > Customization.

Subcription status

Subscription activities

Within the Subscriptions tab, there is a ‘Subscriptions activities‘ tab, where you’ll be able to see all recent activities related to all subscriptions and a small description.

subscriptions activities

Search for a specific subscription using the dedicated search box and specifying the subscription ID or order number.

subscriptions activities search