Magento 2 Recurring Payments and Subscriptions

Follow the below steps for installing the extension –

Step 1:

Unzip the respective extension zip and and then move “app” folder (inside “src” folder) into magento root directory on the server.

Step 2:

Now, run the below-mentioned commands in the Magento 2 root directory via terminal.

1. php bin/magento setup:upgrade
   
2. php bin/magento setup:di:compile
3. php bin/magento setup:static-content:deploy
   

Step 3:

lastly, flush the cache and re-index all by navigating through System->Cache management.

After the successful installation of the extension, the admin will configure the module settings. To do so, the admin will navigate through Stores->Configuration->Webkul->Subscription and Recurring Configuration.

Here, the admin will be able to –

• Enable the functionality by selecting Yes option else select a NO for Disabling the functionality.

After this, the admin needs to navigate through Stores->Configuration->Sales->Payment Methods->Webkul Recurring PayPal Express Checkout Payment Method.

Here, the admin will configure the settings for the payment method as shown below in the snapshot.

Here, the admin will –

• Sandbox Mode
  Select Yes to enable the testing mode else select No to make use of the Live mode.
• Title
  Set the Title for the Payment method which is visible to the customers at the checkout page.
• Merchant PayPal ID
  Enter your Merchant PayPal Id within the space provided.
• PayPal API User Name
  Enter your PayPal User Name.
• PayPal API Password
  Enter your PayPal Password.
• PayPal API Signature
  Enter your PayPal Signature
• Payment Form Applicable Countries
  Select All to allow payment from all the countries else select Specific Countries.
• Payment From Specific Countries
  Select the specific countries from where you want to receive the payments.
• Sort Order
  Set the sort order for this payment method at the checkout time.

The admin will have the Recurring section in the admin backend panel after the successful installation of the extension.

Here the admin has two sub-sections to manage:

• Manage Duration Type
  

  Under here, the admin will be able to create the subscription duration.
  
  To create a new duration type, tap the Add Duration Type button. You can create the duration type as – daily, weekly, Monthly & Yearly basis.
  Also, after you have created a subscription duration, no other same duration type can again be created. If you try creating one, you will get an error message as shown below in the snapshot.
  

• Manage Subscriptions

Under this section, the admin will find all the recurring subscriptions listed.

To view a subscription detail, tap the View link and you will be able to see the subscription information for that particular subscription.

Under the Orders section, the admin can see the recurring payment details for the particular customer.

To create a subscription product you need to navigate to Catalog section and open any already created or new product. After that, go to the Subscription Configuration section for the product.

Here, set the Subscription option to Yes. After that, you will have to click the Edit Configuration button to add the subscription duration to this product.

This brings up the below section to choose the  duration type for the product. Here, you need to check the subscription duration types to set for this product, enter the Subscription Title, Description(for a visible understanding), set an Initial Fee, and the subscription Charges applicable for the different chosen duration types.

Lastly, click the Save button at the top to save the configuration settings.

At the webstore frontend, the customer will see a Login to Continue button.

After clicking the Login To Subscribe button, the user needs to login to his account at the webstore after which the customer can see the Subscribe button as shown below in the snapshot.

Tapping the Subscribe button will bring up the section to select any of the listed subscription plans. The customer can choose a plan that suits him best. Here, the customer can see the details of the plan like – Name, description, Start Date, Initial Fee, Subscription Charges and a Subscribe Now button.

The customer has to select the start date for the subscription plan. Then click on the Subscribe Now button to proceed further.

This adds the product to the cart. You can also check the subscription details in the cart by scrolling. Click the Proceed to Checkout button to proceed to the checkout.

Now, select your shipping address, shipping method and tap the Next button.

Under the payment section, the customer can select to either to go with the Check/Money Order(offline method for purchasing the subscription) or PayPal Recurring Payment(Online Payment) method. After this, click the Place Order button.

After the above step, the customer is redirected to the PayPal login. Customer has to login to his PayPal account.

After that, select Accept and Continue to complete the payment for this particular order.

Lastly, the customer can see the placed order details as shown below in the snapshot.

That’s all for the Magento 2 Recurring Payments and Subscriptions extension. If you have any queries or doubts get back to us at support@webkul.com or raise a ticket at webkul.uvdesk.com