General settings

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

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

Recurring not paid

  • 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 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.
  • 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.

Extra settings

Shop manager and gdpr

  • Shop manager can manage subscription settings: Allow the shop manager to edit the subscription setting options.
  • Enable log:  This allows enabling the plugin logs.

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.

Product example

Product page example

My account view example

Cancel in my account page

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.

Subscriptions overview

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

Subscriptions tab

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).

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

Automatic payment methods

The plugin supports a couple of automatic payment methods, meaning that the customer gets charged automatically when each recurring payment is due.

Supported gateways:

The PayPal Standard settings are explained below, if you wish to see the settings of the other payment gateways, simply click on the one you are interested in.

PayPal Standard

PayPal standard supports automatic recurring payments, so users don’t have to remember to pay the recurring fee. If the owed amount is not available in the users’ PayPal account, the subscription will be cancelled or will switch to “Overdue” or “Suspended” status (depending on the settings).
To let the plugin work correctly, it is necessary that your PayPal account (compulsory for any type of business) is set to receive multi-currency payments. If you haven’t set this option in your PayPal account yet, follow the guidelines described below:

  • Go to www.paypal.com/ and access to your business account;
  • Click on My Account and then on Profile;
  • Open section My Selling Tools;
  • In Getting paid and managing my risk , click on update next to the entry Block Payments

PayPal account settings

  • Set the option ‘allow payments sent to me in a currency I do not hold’ to ‘yes, accept and convert theme to U.S. Dollars

Allow multi-currency payments

Note: You can associate more than one subscription to the same user, however, users need to place separate orders for each subscription. The system used to integrate PayPal recurring payments doesn’t allow multiple subscriptions within the same order.