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startup_tutorial_and_checklist:feature_configuration:payments:recurring_billing

Recurring Billing

The software has the ability to use a payment gateway's method for setting up automatic recurring billing, for any charges that recur over and over, such as a subscription.

In order to use Recurring Billing on your site, you must be using at least one of the payment gateways that is Recurring Billing Capable. Out of the current built-in payment gateways, the ones that are recurring billing capable:

  • Paypal
  • Paypal Pro
  • Authorize.net (AIM method required)

Note that at the last time we checked, unfortunately those 3 are the only payment gateways that are Recurring Billing Capable out of the built-in payment gateways. The rest of the built-in payment gateways either simply do not offer automatic recurring billing / subscription services, or the service that they did provide was not "complete" and/or secure enough to use for recurring billing within the software. In other words, those 3 are the only ones that are even "able" to use recurring billing.

On the configuration for one of the payment gateways that is recurring billing capable, check the box for Recurring Billing Enabled. Remember, if you have any user group specific payment gateways, to enable it there as well in the user group specific payment gateway settings.

Once it is turned on in the admin, when the user purchases an item that is recurring billing capable, such as the built-in subscriptions, or the Storefront Subscriptions (pictured below), when they add it to the cart it will look something like this:

When the user checks out, on the payment section, only the payment gateways that are recurring billing capable, and that have recurring billing enabled in the settings, will be selectable options for payment. In the screen shot below, there are several payment gateways enabled in the admin panel, but only one that is recurring billing capable and enabled (Paypal Pro):

As you can see from the screen shot above, there is also a user agreement the user must agree to before payment is processed1), this user agreement is specific to each payment gateway and is only used for recurring billing.

<tip c n>Tip: Clear the text and HTML for the user agreement text, and it will not display the agreement "box" below the checkbox. Clear the text and HTML for the "label" (the text that reads "Yes I agree to the terms below"), and it will not display the checkbox at all, the user will not have to "agree" to anything to proceed.</tip>

Managing Recurring Billing

Paypal

For Paypal the recurring billing transaction is setup on the paypal.com site. The seller and the site admin can manage that recurring billing transaction within their respective paypal accounts. So either the admin or the seller can log into their paypal accounts and stop the recurring billing subscription from charging them in the future.

Authorize.net

The authorize.net gateway does not offer any recurring billing transaction management to the seller. There is no way for the seller to change/end anything about their automated billing to your site. Within the Geo admin tool you have a few limited tools to manage a recurring billing transaction. You can view the details of any recurring billing transaction within the following admin tool:

ORDERS > MANAGE RECURRING BILLING

Within the above admin tool you can search/filter and find details about each transaction. Within those details you'll also find the gateway ID for that transaction. That id allows you to easily find, research and manage the transaction further within the Authorize.net account admin tool. You as the Geo admin can end further payments only through the Geo admin tool. To make changes further to that you would log into your Authorize.net account and manage other aspects of their transaction through your Authorize.net account management tool. Once logged into the Authorize.net admin tool you can search aspects of the transaction to find the transaction and edit/end it. You can search for that recurring billing payment through the Authorize.net net admin tool using the transaction id you find within the Geo admin tool or by other aspects of the client.

See Also

See the pages below for further information regarding Recurring Billing.

1)
The user agreement will typically be used on gateways where the user never leaves the site for payment. For instance there is not a user agreement for the Paypal gateway since the user will be presented with an agreement when they are making payment on the Paypal site.
startup_tutorial_and_checklist/feature_configuration/payments/recurring_billing.txt · Last modified: 2015/08/11 21:26 by geojames