Paid Membership Plan – Payment Process

There are some possible types of plans you can create with different options. Each possible types of plans are described here.

Paid Plan (infinite) – Life Time Plan

If you select this plan type, you just need to add Amount for your plan. There will be no expiration of user’s membership with this plan.

Paid Plan (finite) (Specific Plan Duration)

Select this option to give a specific time limitation for your paid plan. When you select this option, another options will be available – to set plan duration, action to be performed when plan duration will be finished, Upgrade or Downgrade Action option.

For this plan, you have to add Amount.

Plan Duration

• Based on Joined Date:

  Here, you will be able to set Plan Duration in Days, Weeks, Months or Years. The expiration date totally depends on the joining date of a user.

• Fix Duration:

  You can add a fix date on which plan will get expired irrespective of user’s joining date.

  This option will be helpful if you wanted to create a small term campaign on your site. Suppose, you have set 28/02/2017 as expired date for your campaign, then all users’ membership belong to this plan get expired on that day even though user has just registered before a day ago. And after that date (in this case : 28/02/2017) no user can do registration for that plan.

End Of Term Action

You can set actions to be performed when plan expire, you can block users or give access to Free Plan.

Grace Period End of Term

Grace Period is extension in number of days of expiration to any member having particular plan.

If grace period is set to grater than zero, then these many days will be added to End Of Term(EOT).

For example, if any member has expiration date of 10th Dec 2016 & grace period is set to 5 days then EOT action of that user will be performed on 15th Dec 2016 as he will get 5 days extension for his expiration date. And in these 5 days he will get a chance to renew/change his membership & he will be able to access complete site as it is.

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Subscription / Recurring Payment

Select this as Payment Type to create Recurring Billing Paid Plan. On selecting this option you will have other options.

You can set multiple payment cycle for same plan. On front end, while purchasing plan user will get an option to select with which payment cycle he wants to pay. Please note that user cannot change his payment cycle until all cycles complete.

Billing Cycle

Select Time duration for billing cycle, you can set time in Days, Months or Years.

You should add Billing Cycle according to payment gateway support. i.e. Authorize.NET will not support daily billing cycle, it supports minimum 7 days billing cycle.

Recurring Time

From here you can select number of recurring occurrence, if you want to set no limit for recurring plan then you can select Infinite.

Trial Period

If you wish to provide trial period for plan to users then check this option and add your trial amount as well as trial period in Days, Months or Years.

Billing Cycle Starts From

From here, you can select from when the user’s billing cycle should get started. (for ex: From transaction day/ 1st day of month …. to …. 31st day of month)

This is Possible only in the case of semi-automatic / manual subscription

Cancel Subscription Action (By User)

Set actions that will be performed if member cancel his/her subscription from front-end, you can remove this plan from that user or give access to any of the Plan created in your system.

You will get two more options : whether cancel subscription immediately or do not cancel it until plan get expired.

If you select ‘do not cancel it until plan get expired’ in case of plan having Infinite recurring time, and if user cancel subscription from front end, then ‘Cancel Subscription Action (By User)’ action will occure after end of current payment cycle.

End Of Term Action

Also you can set actions to be performed when plan expire, you can remove plan from user or give access to any of the Plan created in your system.

Grace Period End of Term

Grace Period is extension in number of days of expiration to any member having particular plan.

If grace period is set to grater than zero, then these many days will be added to End Of Term(EOT).

For example, if any member has expiration date of 10th Dec 2016 & grace period is set to 5 days then EOT action of that user will be performed on 15th Dec 2016 as he will get 5 days extension for his expiration date. And in these 5 days he will get a chance to renew/change his membership & he will be able to access complete site as it is.

Payment Failed Action

• Failed Payment in Auto Debit Subscription

  Failed Payment action will be called manually if payment is not received till next renewal date + 24 hours.

  Also Failed payment action will occure if ‘Failed Payment’ response is received from payment gateway side.

• Failed Payment in Semi Automatic Subscription

  Failed Payment action will be called manually if user is failed to pay manually from your site till next renewal date.

On fail payment, you can either remove plan from user or give access to any of the Plan created in your system.

Grace Period Failed Payment

Grace Period is extension in number of days in case of Failed Payment to any member having particular plan.

How it will work in 2 different case of payment:

For any reason if payment get failed from payment gateway side , these many days will be added to nexr renewal date for user to make successful payment.

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Enable Upgrade / Downgrade Action

Upgrade / Downgrade Action is for admin reference when user changes its plan from one to another plan.

You will get individual options for Upgrade plan and Downgrade plan :

• Upgrade Plan:

  Here, you have to Select plan(s) which you are considering as higher level is higher than current plan.

  And here you will get 2 action options:

  1. Upgrade to other plan after current plan expiration ( After End Of Term) : User’s new plan will be applied only after current plan’s end of term.

  2. Immediately upgrade to other plan: As soon as user will change the plan, on the spot new plan will be applied to that user.

• Downgrade Plan:

  Here, you have to Select plan(s) which you are considering as lower level is lower than current plan.

  And here you will get 2 action options:

  1. Downgrade to other plan after current plan expiration ( After End Of Term) : User’s new plan will be applied only after current plan’s end of term.

  2. Immediately downgrade to other plan: As soon as user will change the plan, on the spot new plan will be applied to that user.