Invoice & Tax will only available if you activate Invoice & Tax from Add-ons.

After activating this module, you will able to add sales tax in plan+signup page and generate Invoice of each order.

Invoice

Go to the Invoice Template tab at General Settings page. Where you can change in default template for invoice which can be directly print out by admin from ARMemebr->Payment History.

If you want to reset to “default template” again, then click on Reset To Default Template button. Do not forget to keep back up of template code as after resetting all changes in invoice template will be gone.

Invoice will open in popup when you click on View Invoice action button in Payment History. Here in popup Print button is available from where you can directly print out.

NOTE: View Invoice action button will come only for transaction with Success status.

Sales Tax

If this switch is enabled, then you can set percentage sales tax that will be applied on final payable amount on plan + sign up page. If coupon is applied on plan amount, then tax will be applied on (final payable amount = plan amount-coupon amount). If membership plan is of recurring type, then tax will be applied on every recurrence.

By default Common Tax option is selected which means common sales tax will be applied for all countries.

You can also select country wise tax.

By selecting Countrywise Tax Option, you can set different percentage of tax for different countries.

Here Select Country Field have list of Dropdown or Radio type fields only from signup form.

Field Default Tax indicates the percentage of tax of other countries apart from country which is listed above.

Any change in sales tax rate will not affect already started subscriptions.

If you want to add tax percentage and total amount applied on final payable amount in payment summery, then you can add [TAX_AMOUNT] and [TAX_PERCENTAGE] shortcode in payment summery from ‘Configure plan+Sign up page’ settings.

You can add tax in email notifications and in invoice too. Template shortcodes are available for both.

Invoice Prefix/Suffix Settings

You can find this option at General Settings > General Options.

By enabling this option you can set prefix, suffix and number of digit for invoice.

ARMember - Invoice Prefix/Suffix Settings

After save changes, you will see invoice number like following format in the screenshot.

ARMember - Invoice Number Format

ARMembers provides facility to hold multiple membership simultaneously for members.

Multiple Membership will be available only if you activate Multiple Membership from Add-ons.

  1. Single Membership

    If Multiple Membership add-on is not activated, then user cannot have more than one plan. When user have already one plan and again purchase a new plan, then it is considered as ‘Change Plan’ action and old plan is removed from user and new plan is assigned.

  2. Multiple Membership

    If Multiple Membership add-on is activated, then user can have more than one plan simultaneously. When user have already one plan and again purchase a new plan, then it is considered as ‘Add Plan’ action and new plan is added in user’s plan list. Users can have as many plans as they want simultaneously.

    User can hold multiple membership simultaneously, but can not purchase multiple membership plans simultaneously.

    In Manage Members grid, user’s all plans will be displayed as below:

    All plan details will be displayed in child grid.

ARMember provides two different payment methods for paid subscription/recurring type of plans: Auto Debit Method and Semi Automatic (Manual) Method

If user selects “Auto-debit Method” while purchasing plan, then he don’t need to worry for payment of every recurrence ( billing cycle ).But if user selects “Manual Method” while purchasing plan, then user has to pay manually from your system whenever it is end of the Billing Cycle. User has to come your system to pay until all recurrences of his plan complete.

ARMember provides easy way to do payment of next recurring cycle for his plan.

Follow below steps to allow users to make payment for his plan’s next recurring cycle in case of payment mode is Semi Automatic(Manual).

You must need to enable Display Renew Button to display Make Payment button..

Make Payment button will come untill all recurring payments are completed. After all the recurring payments are completed, Renew button will be displayed.

When Make Payment button is clicked, payment gateways selection will be displayed for payment of next billing cycle. User will not be allowed to change his payment cycle and payment mode while doing payment for next billing cycle. So payment mode and payment cycle selection are will remain hidden.

Some Important Notes to be considered
  • In case of Paid Finite, Paid Infinite, Free plan, Make Payment button will not be displayed.
  • Make Payment button will come only in case of Manual subscription until all recurring payment are completed.
  • Make Payment button will not come in case of Automatic subscription as recurring payment will be taken by gateway automatically.
  • Make Payment button will remain disabled if setup having ID in setup_id=”ID” argument does not exist.

User need to login to system for doing add/change membership.

You can use same shortcode {arm-setup id="SETUP_ID"} for allowing user to purchase new membership OR change his membership.

If user has already any plan and Multiple Membershp module is enabled, then change membership will be considered as Add Membership as new plan will be added to user’s current plan list.

If Multiple Membership module is not enabled and user purchase a new membership, then user’s current plan will be removed and new plan will be assigned to user.

Some Important Notes to be considered while Change Membership
  • If user have already one plan and he purchase a new plan which have Trial Period, then user will not get plan trial period.
  • If Multiple Membership module is enabled and user purchase a new plan, then ‘On New Subscription’ email notification will be sent to user. But if module is not enabled, then ‘On Change Membership’ email notification will be sent if added under ARMemebr->Email Notifications

ARMember allows to create different four types of membership plans : Free, Paid Infinite, Paid Finite, Subscription/Recurring

Free, Paid Finite and Paid Infinite type of membership plans are onetime plans. i.e, user need to pay only once and get plan benefits till lifetime OR plan gets expired. Membership will be cancelled automatically when expired. So ARMember does not provide cancellation facility for these types of membership.

ARMember allows only subscription types of membership plan to be cancelled anytime by user

Follow below steps to allow users to cancel his membership.

You must need to enable Display Cancel Button to allow users to cancel his membership.

When Cancel button will be clicked by user, Cancel Subscription Action(By User) action set in plan options will occur.

ARMember allows user to completely close their membership account. For this you need to create a page and use a Close Account short-code like {arm_close_account set_id="SET_ID"}

This short-code will return close account form for logged in users. If user will not be logged in, then he will be redirected to login page.

All messages related to close account form can be changed from ARMember->General Settings->Common Messages

Once user will close his account, all the subscription plans associated with user will be removed from user first and then user will be logged out. If user has any automatic subscription, then it will also be cancelled before his account is closed.

Users who have closed their account will be removed completely and all of their account data will be erased from your site.

ARMember provides allows to create different four types of membership plans : Free, Paid Infinite, Paid Finite, Subscription/Recurring

Free and Paid Infinite type of membership plans are lifetime plans. i.e, it will never expire after user subscribed to this plan. So user will not ned to renew these type of plans.

But Paid Finite and Subscription/Recurring plans are onetime plan so it will need to be renewed by user to continue getting plan benefits after plan expire date.

ARMember provides simple way to users for renew his membership plans from his current plan detail page.

Follow below steps to allow users to renew his plans.

You must need to enable Display Renew Button to allow users to renew his membership.

When Renew button is clicked, payment cycles, payment gateways, coupon box, payment mode in case of subscription plan will be displayed. User can select different cycle and payment mode while renew plan.

Some Important Notes to be considered
  • In case of Paid Finite plan, Renew button will be displayed always.
  • In case of Free and Paid Infinite plan, Renew button will never be displayed.
  • In case of Subscription( Automatic ) plan, Renew button will be displayed only after all recurring payments are completed.
  • In case of Subscription( Manual ) plan, Renew button will be displayed only after all recurring payments are completed. Till then Make Payment button will be displayed to make payment of next cycle.
  • Renew button will remain disabled if setup having ID in setup_id=”ID” argument does not exist.

ARMember provides shortcodes to display sign up form with/without plan selection.

Simple Sign Up without Membership Plan

If you want to allow your site users to sign up in the system without any plan, then create a page and add simple sign up form shortcode like below:

{arm_form id="FORM_ID"}

This will display simple sign up form in a page from where user can simply register in the system.

Sign Up with Membership Plan

If you want to give plan selection while sign up, then you need to use ‘ Configuration Plan+Sign Up Page’ shortcode in register page like below:

{arm_setup id="SETUP_ID"}

Assign Default Free Membership Plan while Sign Up

If you want to assign default free membership plan to users while sign up, then use shortcode like below:

{arm_form id="FORM_ID" assign_default_plan="PLAN_ID"}

If you have only one membership plan and if you don’t want to give plan selection to users, then use shortcode like

{arm_setup id="SETUP_ID" hide_plans="1"}

You can select which membership plan you want to keep selected by default from settings of ‘Configure Plan+Sign Up Page”.