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Magento 2 eWay Recurring & Subscriptions

Magento 2 eWay Recurring & Subscriptions allows selling subscription products and accept recurring payments in Magento 2 store.

Meetanshi
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Magento 2 eWay Recurring & Subscriptions

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  1. 1.Extension Installation Guide 2.Configure Payment Method 3.Configuration 4.Subscription Types 5.Product Specific eWay Recurring & Subscriptions Settings 6.eWay Recurring & Subscriptions in Frontend 7.Subscription Details in Backend 8.Manage Subscription Schedules 9.Manage Subscribers 10.Email Notifications to Customers eWay Recurring & Subscriptions for Magento2 © Meetanshi.com

  2. 1.Extension Installation •Extract the zip folder and upload our extension to root of your Magento 2 directory via FTP. •Login to your SSH and run below commands step by step: ophp bin/magentosetup:upgrade oFor Magento version 2.0.x to 2.1.x - php bin/magentosetup:static-content:deploy oFor Magento version 2.2.x & above - php bin/magentosetup:static-content:deploy -f ophp bin/magentocache:flush •That’s it. 2.Configure Payment Method Go to Sales → → Payment Method → → eWay Recurring Payment to configure the eWay payment method to capture subscription payments from your Magento 2 stores. •Enabled: Enable payment method from here. •Title: Enter title of the payment method to show in the frontend. •New Order Status: Select order status to assign whenever a new order is placed through eWay recurring payment method. •Customer ID: Enter customer ID provided by eWay payment gateway. •eWay Recurring Username: Enter user name provided by eWay payment gateway. •eWay Recurring Password: Enter password provided by eWay payment gateway. •Credit Card Types: Select credit card types to allow accepting payments from. •Sandbox Mode: Enable sandbox mode to enable testing mode for the payment gateway. •Debug Mode: Enable debug mode to get error logs. •Payment from Applicable Countries: Select countries to enable payment method for. •Payment from Specific Countries: Select countries to enable payment method for specific countries. •Sort Order: Add sort order of the payment method. eWay Recurring & Subscriptions for Magento2 © Meetanshi.com

  3. eWay Recurring & Subscriptions for Magento2 © Meetanshi.com

  4. 3.Configuration To configure the extension, login to Magento 2 backend, move to Stores → eWay Recurring & Subscriptions where you can find various Email settings to send notifications on various subscription events. •Subscription Cancellation Notification Settings: oEmail Template: Select template for subscription cancellation Email to be sent to the customers. oAdmin Email: Enter Email ID of the admin to get the same mail. oEmail Sender Name: Select Email sender. → Configuration → → •Payment Failure Notification Settings: oEmail Sender: Select Email sender. oEmail Template: Select template for subscription payment failure Email to be sent to the customers. oSend Email Copy to: Enter Email ID to send copy of the same mail. eWay Recurring & Subscriptions for Magento2 © Meetanshi.com

  5. •Credit Card Expiry Notification Settings: oEmail Sender: Select Email sender. oEmail Template: Select template for credit card expiry notification Email to be sent to the customers. oSend Email Copy to: Enter Email ID to send copy of the same mail. •Next Subscription Reminder Notification Settings: oEmail Sender: Select Email sender. oEmail Template: Select template for next subscription reminder Email to be sent to the customers. oSend Email Copy to: Enter Email ID to send copy of the same mail. eWay Recurring & Subscriptions for Magento2 © Meetanshi.com

  6. 4.Subscription Types All the already created and saved subscription types enlisted here. You can add new subscription type from here and assign to as many products as you want. •Add New Option oTitle: Set the title of new subscription type. oPeriod Unit: Select period unit for the subscription type. oMaximum Billing Cycles: Set maximum billing cycle which is sub orders per subscription. For example, you have subscribed for a magazine and set 8 maximum billing cycles, customers can maximum subscribe to 8 magazine editions. eWay Recurring & Subscriptions for Magento2 © Meetanshi.com

  7. •Assigned Products Select products to assign this subscription type to.Based on the settings here, customers will get the options in the frontend to select the subscription options. eWay Recurring & Subscriptions for Magento2 © Meetanshi.com

  8. 5.Product Specific eWay Recurring & Subscriptions Settings Apart from global settings, the extension facilitates to configure particular product for eWay recurring. To set, go to Catalog → Products and select a product to enable eWay Recurring & Subscriptions for. •Enable eWay Recurring and Subscriptions: Select YES to enable eWay Recurring and Subscriptions for the selected product. •Allow Customers Define Start Date: Select YES to allow customers define start date of the subscription. eWay Recurring & Subscriptions for Magento2 © Meetanshi.com

  9. 6. eWay Recurring & Subscriptions in Frontend Once the settings are configured properly, the customers can see subscription options on the product page to set and continue purchase. eWay Recurring & Subscriptions for Magento2 © Meetanshi.com

  10. • eWay Recurring & Subscriptions on Cart Page Once the options are selected from frontend, subscription details can be seen on cart page. eWay Recurring & Subscriptions for Magento2 © Meetanshi.com

  11. •eWay Recurring & Subscriptions on Checkout Page On checkout page, customers can select eWay payment method and add card details to place the order. • eWay Recurring & Subscriptions for Magento2 © Meetanshi.com

  12. •eWay Recurring Order Details in My Account Once the subscription order is placed, all the subscription related details can be seen in My Account section under My Subscriptions tab. eWay Recurring & Subscriptions for Magento2 © Meetanshi.com

  13. On click of event ID, detailed order related details like subscription date, period, frequency, completed and pending subscription orders and other information can be seen. eWay Recurring & Subscriptions for Magento2 © Meetanshi.com

  14. On click of related orders, customers can see order status and more subscription details. eWay Recurring & Subscriptions for Magento2 © Meetanshi.com

  15. On click of subscription order ID, subscription products, payments and credit card details can be seen. eWay Recurring & Subscriptions for Magento2 © Meetanshi.com

  16. •Editing Subscription Details from My Account From My Account section, customers can edit subscription, payment and credit card details by clicking on Edit. eWay Recurring & Subscriptions for Magento2 © Meetanshi.com

  17. 7.Subscription Details in Backend Once the subscription order is placed successfully, admin can see subscription order details along with all the subscription information under Sales → backend. → Orders → → Order view in the eWay Recurring & Subscriptions for Magento2 © Meetanshi.com

  18. 8.Manage Subscription Schedules Admin can also see schedules of the various subscriptions from the backend. Go to eWay Recurring and Subscriptions → → Manage Subscription Schedules to have a look at subscriptions scheduled for today, pending and completed subscriptions. •Today’s Schedule All the subscriptions scheduled for the same day on which admin is logged in can be seen there with the status. •Pending Schedules All the pending subscriptions by customers are seen enlisted here. eWay Recurring & Subscriptions for Magento2 © Meetanshi.com

  19. •Completed Schedules All the already paid and completed subscription schedules can be seen enlisted here. 9.Manage Subscribers All the subscription customers along with the details are stored in a separate grid in the backend. Go toeWay Recurring and Subscriptions → of the subscribers, products purchased and other related information. → Manage Subscribers to see the details •Customer All the customer related details along with eWay ID is saved here. Admin can delete the customer from here. eWay Recurring & Subscriptions for Magento2 © Meetanshi.com

  20. •Events All the subscription events of the selected customer can be seen here. Admin can edit or delete selected events from here. eWay Recurring & Subscriptions for Magento2 © Meetanshi.com

  21. •Update Event Details On click of edit, all the event details can be seen. Admin can change the details and click Update button to update and save the edited details. eWay Recurring & Subscriptions for Magento2 © Meetanshi.com

  22. 10. Email Notifications to Customers •Next Subscription Payment Reminder A day before the next subscription payment is to be captured, customers are notified with the Email notification. •Payment Failure Notification Email While trying to capture the payment for the subscription, if the payment fails due to credit card failure, the customers are notified with payment failure notification Email. eWay Recurring & Subscriptions for Magento2 © Meetanshi.com

  23. •Credit Card Expiry Notification Email If the saved credit card with the subscription is about to expire, the extension sends Email notification to the customers to update card details. •Subscription Cancellation Notification Email If the customers or admin cancels the subscription any time, customers are notified for the subscription cancellation with an Email. If you have any question or need support, Contact us athttps://meetanshi.com/contacts/ eWay Recurring & Subscriptions for Magento2 © Meetanshi.com

  24. eWay Recurring & Subscriptions for Magento2 © Meetanshi.com

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