Recurring Payments (Subscriptions) & Installment Payments, Payment Plans

An overview on subscription / installment / "membership" and "payment plan" type of payments

ShinePages Support

Last Update 2 maanden geleden

Anyone on the ShinePages GLOW plan or above is able to access and utilize subscription/installment type payments in their account*. 


To create a subscription product or installment-type payment, go to Store > Add Product, or Edit Product then select the type of product you are going to sell. You can create a subscription or installment payment for ANY type of product - physical, digital, service or membership.  


Note: By default, anytime someone purchases a subscription or installment payment product they will be required to create an account/set up a password at checkout (ie: they will become a "Member" in your system and will be added to your "Default" Member Group - as determined in your Member Settings area (see below) - unless another Member Group was chosen in the product set-up of a "Membership" type of product.)  The reason for this is that customers always have the right to manage & cancel their subscription and are able to do so by logging into their account/member details page.


To set up a Subscription or Installment Product:

In the product set up, you will see a "Subscription Product" checkbox under the price and SKU fields.  When you check this box the "Edit Subscription" window will appear.  This is where you will set up your subscription installment payment's Billing Cycles and how often it will charge.  


To set up Ongoing Recurring Payments:

You can set the Billing Cycle as "Ongoing Payments" to initiate recurring payments and set the interval for those payments by changing the number and selecting months or weeks from the drop-down field.

-See the example above for monthly recurring payments of $29.


To Set Up a Split-Pay or an Installment Payment Plan:

Set your price for each installment payment on the product set up page, then from the "Edit Subscription" window, select the total number of payments to be made and how often these will be charged from the "Charge every" fields below.


-See the example below for 3 total payments of $1,200, "charged every 2 months".

This equates to $3,600 total that will be charged over a series of 5 months - the first payment of $1200 would be charged immediately upon checkout (for example: Jan 1st), the second payment would be charged not the next month but the month after (example: March 1st), and the third payment, two months after that (example: May 1st.)



*Important NOTE on Payment Options: 

Please note that PayPal is not equipped as a payment gateway to handle subscription, recurring or installment type of payments via the checkout process on ShinePages. If you have only PayPal as your payment option, please ADD STRIPE or another payment gateway (under STORE > Settings > Payments) to allow for recurring charges thru your checkout.


The payment processors that work for subscription payments are:
Stripe
Braintree
Paystack
Twispay
Payfast
Authorize.net


While email receipts/invoices are sent out monthly to your "subscribers" - they CAN also see a history of all payments on their system-provided "Member Details" page - available at yourdomainhere.com/member  (See info on "System pages" HERE


*Important NOTE on Membership Cancellations:

If a member CANCELS their subscription (see this article on cancellations HERE) it will immediately remove access to their membership area.


If your policies include refunding partial months if a member cancels after payment is made, please be aware that this refund is not triggered by the system, it needs to manually be refunded from within your payment processor.


*Important NOTE on FAILED payments:

If a recurring payment charge does not go thru or is declined, the charge will automatically be attempted again 3 times, each 2 days apart. On each failed attempt, an email is automatically sent to the customer and also to the site owner. If after 3 attempts, the charge was not successfully completed, then an email would go out to inform of a canceled subscription. The member will automatically have their membership access removed.


At this point, the customer would need to re-purchase the recurring payment product.  


If the customer plans to re-purchase the subscription-payment product - please make sure they use the small "Log In" link within the Checkout screen to first "Login" as a Member of your Site and THEN make the purchase.  Also make sure that first Subscription payment is fully Cancelled from their /member details page before re-purchasing. (See details HERE on Cancelling) 


Note:  once a member's subscription-payment has been cancelled, they will move from being a "member" of the original paid "member group" associated with the Membership Product they purchased, and will now be a "member" of your site's "default member group".  The login email and password remains the same for the customer.  Once they re-purchase the subscription-payment membership product - they will be added once again to the correct Member Group associated with the purchased product.


*While we do not currently have a way for the customer to update their credit card details, we do have an update planned to give the customer this ability. In the meantime, please have the customer re-purchase the original subscription product or a "subscription renewal" product that you set up as a product in your Store. 


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