You can track all member’s payment history and view / manage transaction details, Also you can add Manual Payment into history.


Payment History Page

As you can see in below picture, there are four action buttons available. Approve, Reject, View Detail & Delete.

Approve & Reject will only display in Bank Transfer payments.

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Add Manual Payment

You can add your manual payment by clicking on Add Manual Payment button. If you accept payment through external source and want to keep track of user’s payment history, than this will be helpful.

Use this form to add missed payments of users for keeping track of their all payments. Also adding payment manually for membership plan of “Subscription” type will not affect its cycle. i.e., Adding payment manually for missed cycle of any plan will not renew plan cycle.

By enabling Bank Transfer Gateway, You will find option in Configure Plan & Signup Page.

Here you can set fields to display on checkout page like Transaction ID, Bank Name, Account Holder Name & Additional Info/Note. Whichever field you select from here will be required in front end.

When someone signup for paid plan with bank transfer, transaction with pending status will be added in payment history and after that admin will have to Approve/Reject that transaction in order to activate member’s plan.

If Admin Approves transaction, then member’s plan will be activated. If Admin Rejects, member’s transaction will be rejected & plan will be reset.

For Recurring billing plan if you pay with bank transfer, then its payment mode will be considered as “Semi Automatic Subscription”.

ARMember_payment_gateways_bank_transfer

To activate 2Checkout gateway, you must require API Username, API Password, Seller Id, Private Key, Publishable Key and Secret Word.

  • API Username and API Password

    Follow below steps to create username:

    • Log in to your 2Checkout account.
    • Click the Account tab.
    • Click the User Management sub-tab.
    • Click +Create Username
    • Enter the required details for: email, username, and password. You should enter an un-monitored or “no-reply” email if you do not wish to receive additional email from 2Checkout regarding sales and other actions.
    • Click the API Access radio button.
    • Check the API Updating box if this username must have “write” access to your account. If you are unsure of whether or not you need this permission, refer to your cart’s support documentation, or discuss this further with your software development team.
    • Click Create Username
    • After clicking Create Username you will be sent to another form where you can enter additional details for the username – you may skip over this step entirely as your username is already created.
    • Now store your API Username & Password.

    For more detail about api username & password, please click here.

  • Seller Id (account number)

    Your 2Checkout account number (also known as: Seller Id (SID), vendor ID, merchant ID, account ID) can be found within your vendor area, and is located in the upper-right corner of the screen.

  • Publishable and Private keys

    Follow below steps to get Publishable and Private keys:

    • Log in to your 2Checkout account.
    • Click the API tab.
    • Here You will find your Publishable and Private keys.
    • Note: If you do not see your Publishable and Private keys under the API tab, this indicates your account is not approved to use the Payment API.

    For more detail about publishable and private keys, please click here.

  • Secret Word

    To set up the Secret Word, follow the steps below:

    • Log in to your 2Checkout account.
    • Click the Account tab.
    • Click the SITE MANAGEMENT sub-tab.
    • Scroll down to find the Secret Word field
    • You will be able to enter the Secret Word in the field that is under Direct Return and above the Approved URL field.
    • Click the Save Changes button at the bottom of the page.

    For more detail about Secret Word, please click here.

In order to set callback url for payment process, Go to 2CheckOut control panel:

  • Navigate to Account tab > Site Management
  • Under the Direct Return heading, you will find following options:
    • Given links back to my website (Select This Option)
    • Direct Return (Our URL)
    • Header Redirect (Your URL)
  • In the Approved URL field set the URL where you want your customer to be sent after successful Payment.

2Checkout does not support “Day” in billing cycle and free trial.

2checkout supports only first occurence of billing cycle as trial duration. So if you want to give trial,then set same parameters in “Billing cycle” and “Trial Period Duration”, otherwise plan expiration willnot work properly with 2checkout.

In Case of Automatic subscription, If total payable amount will be 0 (Zero), then 2checkout gateway will not work.

You must need to enable Instant Notification Service (INS) URL url for recurring billing.

To set up your notification URL(s) click on the Webhooks tab in your account to be directed to the Settings page. On the Settings page you may then enter a Global URL to have all notifications sent to the same URL, or you may provide a specific URL for each notification type.

Below are instructions for setting the notification URL(s) for your account.

  • Enter http://yoursite.com/?arm-listener=arm_2checkout_api URL in the Global URL field.
  • Click the orange Apply button to the right of the Global URL field.
  • To receive all notification types to that URL click the green Enable All Notifications link located above the Global URL field.
  • Click the black Save Settings link located above the Global URL field or at the bottom of the page. NOTE: After clicking Save Changes the URL will no longer be visible in the Global URL field, but will be listed in the URL field for each notification type.

ARMember_payment_gateways_2checkout

To activate Authorize.Net gateway, you must requires API Login ID and Transaction Key.

Follow below steps to get API Login ID and Transaction Key:

  • Log into your Merchant Interface at https://account.authorize.net.
  • Click Account from the main toolbar.
  • Click Settings in the main left side menu.
  • Click API Login ID and Transaction Key in the Security Settings section.
  • Under Create New Transaction Key, enter your Secret Answer.
  • Note: When obtaining a new Transaction Key, you may choose to disable the old Transaction Key by clicking the box titled, Disable Old Transaction Key(s). You may want to do this if you suspect your previous Transaction Key is being used fraudulently.
  • Click Submit.

For more detail about API Login ID and Transaction Key, please click here.

  • Click Account from the main toolbar.
  • Click Settings in the main left side menu.
  • Click Silent Post URL in the Transaction Format Settings section.
  • You will find option to set URL. Please add http://yoursite.com/?arm-listener=arm_authorizenet_api into URL input.
  • Click Submit.

In case of auto-debit payment, first payment will be taken as one time payment irrespective of the plan whether it includes trial period or not. Date of second recurrence will be set as subscription start date in authorize.net website for respected plan.

Trial Period + Authorize.NET

In Authorize.NET, it is must to keep same unit for trial period and billing cycle. (For example if your billing cycle is for 1 month, then you are allowed set trial period in months only.)

But with ARMember plugin, you can over-right this limitation. It is allowed in ARMember to keep Trial Period in Days and Billing Cycle in months. (In short, it is no more required to set same unit for trial period as billing cycle while using this plugin. )

ARMember_payment_gateways_authorize_net

To activate stripe gateway, you must require Secret Key & Publishable Key. Your API keys are located in your stripe account settings.

Follow below steps to get API Keys:

  • Log in to your Stripe account.
  • Go to “Your Account-> Developers”.
  • “Developers” will bring up sub menu and select the “API Keys”.
  • You will find following two keys from this page: For “Publishable Key” and ”Secret Key”.

ARMember General Settings ( Payment Gateways )

For ‘Auto Debit Payment’ of subscription type of Membership, You must create Stripe Plan in your stripe account and set stripe plan ID in membership setup.

You must need to setup webhooks url for recurring billing. Please follow below steps to configure webhooks.

You must need to set Trial Period duration in DAYS.

  • Go to “Your Account-> Developers”.
  • “Developers” will bring up sub menu and select the “Webhooks”.
  • Click on “+ Add endpoint” button to add webhook Url.
  • Now, add http://yoursite.com/?arm-listener=arm_stripe_api into URL input.
  • Check “Send all event types” option.
  • Now click on “Add endpoint”. That’s it.

IMPORTANT NOTE: Paid Trial is not supported with recurring plan in stripe. But you can manage such cases in ARMember by following the steps given bellow:

For ex. If you want to add $5 for trial period of 7 Day in a recurring plan for which billing amount is $20 every month. So, you have to create a subscription plan with 7 Day trial period from your Stripe account. When someone buys this plan, he/she will be charged $5 as one time charge and also $20 as a subscription charge for the first time only. After that he will be charged $20 only every month.

Check bellow images:

IMPORTANT NOTE: After created Oct 2017 Stripe account customers need to follow below stripe account images to create Plan.

Follow below steps to create stripe plan:

  • Go to “Plans” section from left sidebar.
  • Go to from Subscription -> “Products” from left sidebar.
  • Click on “+ New” button to create Product.
  • “+ New” will bring up page with product creation form.
  • After created Product, Pricing Plan Creation page will be show.
  • Plans have the following parameters: NickName, ID, Currency, Price per unit, Billing Interval, Free Trial period.
  • Please fill out required fields and click on “Add Pricing Plan”.

ARMember stripe Settings ( Payment Gateways )

Now set Plan ID in membership configuration page as you can see in below picture.

ARMember stripe Settings ( Payment Gateways )

IMPORTANT NOTE: Before created Oct 2017 Stripe account customers need to follow below stripe account images to create Plan.

Follow below steps to create stripe plan:

  • Go to Subscriptions -> “Plans” section from left sidebar.
  • Click on “+ New” button.
  • “+ New” will bring up a popup window with plan detail form.
  • Plans have the following parameters: ID, Name, Currency, Amount, Interval, Trial period days & Statement desc.
  • Please fill out required fields and click on “Create Plan”.
  • Now set Plan ID in membership configuration page as you can see in below picture.

Go to your stripe account and create Subscription related ID:

ARMember stripe Settings ( Payment Gateways )

Go to your ARMember Plan Page and create plan accordingly.

ARMember Stripe-plan Settings ( Payment Gateways )

Go to your ARMember Configure Plan + Signup Page – and set value for stripe ID.

ARMember stripe-setup Settings ( Payment Gateways )

And after successful payment with stripe, you will find 2 payment transactions : 1. Trial Amount 2. Subscription Amount. (This process is automatically managed by ARMember)

ARMember stripe-paymemt_history Settings ( Payment Gateways )

To activate paypal gateway, It requires your Merchant Email & PayPal API information.

Follow below steps to get API Keys:

  • Log in to your PayPal Premier or Business account.
  • Click the Profile sub-tab located in the top navigation area.
  • Click the My selling preferences sub option in left sidebar.
  • Click the API Access link under the Account Information header.
  • Click the Get Started link under the Request API Credentials heading.
  • Click the Update option for API access item
  • Complete the API Credential Request form by clicking the agreement checkbox and clicking Submit.
  • You will now get the API username, password and signature.

You can find more details about how to get API information from following links: Sandbox API Detail & Live API Detail.

Go to the Payment Gateways Tab at General Settings to activate and configure payment gateways.

All payments done by below payment gateways, in selected default currency. ARMember supports 25 default currencies. You can change default currency at general options.

You need to configure Payment Gateway setting to accept payments. ARMember supports most popular payment gateways like Paypal, Stripe, Authorize.Net, 2Checkout and Bank Transfer payment method.

ARMember integrates with PCI compliant billing vendors to make sure your customer data is always safe and secure.

You need to active one of the payment gateway in order to accept payments for paid membership plans.

Important Note: If in any case Payment Amount is zero (Ex: 100% Coupon Discount, Free Trail case etc..) then user will not be redirected to related payment gateway sites and directly get added as member to site as soon as signup process get completed. (It will not work in case of Automatic Subscription)