Magento 2 Recurring and Subscription

To configure Magento 2 recurring payment extension, the admin will enable the extension from the backend.

After that, the admin has to select the subscription price scope as global or website to set the scope for using the extension as Global or Website wise.

• Enable or disable the extension.
• Select the subscription price scope.
• Select the mode as Sandbox or Production.
• Enter the title for the recurring payment method visible at the front.
• Configure the PayPal API username, password, and signature.
• Select to receive payments from all applicable countries or specific ones.
• Set the sort order to display the payment method at checkout.

Under here, create the duration type for the subscription payments that will be applied to the products later. The duration types can be created on a daily, weekly, monthly, and yearly basis.

If you have already created a subscription duration, no other same duration type can again be created.

• Add a title for the subscription duration like daily, weekly, and others.
• Set the numeric number representing the set title.
• Enable the duration type.
• Set the sort order for the duration type.

Under here, the admin will have all the recurring subscriptions that have been made for the various subscription products.

The admin can find the details regarding the subscriptions like - order ID, product name, customer name, subscription type, reference profile ID, and an option to view the details.

The admin can also cancel the customer subscriptions by selecting the subscription and tapping the unsubscribe option available.

• Check the subscription information.
• View subscription details.
• Select orders with Magento 2 recurring payments detail.
• Check Magento 2 recurring payment details for the particular customer.
• Cancel the customer subscriptions.

The customers should be logged in to purchase the product using the recurring payment type. After logging in, the customer will find a Subscribe button.

Tapping it up brings up a pop-up to select any of the listed subscription plans. The customer can choose a plan that suits him best and then can make a checkout as per their chosen plan.

The customers can also check their subscriptions under their account panel. Also, they can unsubscribe anytime from the subscriptions that they have made.

• Select a subscription plan by choosing a start date.
• Tap the subscribe button to add a product to the cart as normal.
• At checkout select, customers can make payment using a cheque or money order (offline payment method) or Magento 2 PayPal recurring payment (online payment method).
• Redirected to PayPal website for payment.
• Customers can view their subscription details.
• Customers can unsubscribe from their subscriptions.

Subscription report dashboard offers admin a powerful tool to efficiently and effectively manage subscriptions, ensuring that they can make informed decisions and optimize subscription-related processes within their domain.

• The admin can view subscription revenue.
• Active Subscription view by the admin.
• Admin can check average subscription value and new subscription.

As a useful feature of the extension, Emails are sent to the customers based on their subscription activity. They include the following,

• A new subscription notification Email is sent whenever a customer subscribes to a new product.
• A cancellation notification Email is sent to the customer when they cancel a subscription.