{"id":8291,"date":"2018-01-17T18:03:45","date_gmt":"2018-01-17T18:03:45","guid":{"rendered":"https:\/\/blog.mageworx.com\/?p=8291"},"modified":"2022-05-16T12:03:58","modified_gmt":"2022-05-16T12:03:58","slug":"how-to-use-recurring-profiles-in-magento","status":"publish","type":"post","link":"https:\/\/www.mageworx.com\/blog\/how-to-use-recurring-profiles-in-magento","title":{"rendered":"How to Use Recurring Profiles in Magento?"},"content":{"rendered":"\n<!-- SEO Ultimate (http:\/\/www.seodesignsolutions.com\/wordpress-seo\/) - Code Inserter module -->\n<!-- Google Tag Manager (noscript) -->\r\n<noscript><iframe src=\"https:\/\/www.googletagmanager.com\/ns.html?id=GTM-5DTCW7B8\"\r\nheight=\"0\" width=\"0\" style=\"display:none;visibility:hidden\"><\/iframe><\/noscript>\r\n<!-- End Google Tag Manager (noscript) -->\n<!-- \/SEO Ultimate -->\n\n<span class=\"span-reading-time rt-reading-time\" style=\"display: block;\"><span class=\"rt-label rt-prefix\">Reading Time: <\/span> <span class=\"rt-time\"> 3<\/span> <span class=\"rt-label rt-postfix\">minutes<\/span><\/span><p>While still unavailable for <a href=\"https:\/\/www.mageworx.com\/blog\/2017\/12\/magento-2-2-2-what-you-need-to-know\/\">Magento 2 <\/a>(with namespace reserved in tests, in fact), recurring profiles help merchants who run their stores on Magento 1 easily set up subscription options on their websites. So, if you are offering products \/ services with payment plans by installments \u2013 such as monthly magazine subscriptions, yearly software licenses or weekly access to podcasts and videos \u2013 Magento recurring profiles are just what the doctor ordered.<\/p>\n<p><!--more--><\/p>\n<h2>Recurring profiles: meaning<\/h2>\n<p>This is basically an agreement between the merchant and the customer that authorizes the former to regularly charge the latter according to the agreed terms outlined in the settings of the customer&#8217;s recurring profile.<br \/>\nBy setting billing period units, frequency and cycles, store owners get a chance to specify how often they want shoppers to be charged. Also, a trial period can be set during which a customer pays a promotional price \u2013 when the trial ends, buyers get charged with a regular price.<\/p>\n<h3>Uses:<\/h3>\n<p>\u00b7 subscriptions,<br \/>\n\u00b7 products \/ services with payment plans by installments.<br \/>\nWhen such payments take place, shoppers get redirected to a third-party payment system \u2013 which is <em>PayPal Express Checkout<\/em> so far \u2013 and their Magento profile parameters get transferred to that payment system.<\/p>\n<h2>Setup guidelines:<\/h2>\n<p>1. Go to the <em>Admin menu<\/em> and select <strong>Catalog &gt; Manage Products<\/strong>. After you\u2019ve selected the necessary product<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-8292 size-medium\" src=\"https:\/\/www.mageworx.com\/blog\/wp-content\/uploads\/2018\/01\/pdEJat5HRDiH_N0Oq24_7w-1200x420.png\" alt=\"Magento recurring profiles setting - image 1\" width=\"1200\" height=\"420\" srcset=\"https:\/\/www.mageworx.com\/blog\/wp-content\/uploads\/2018\/01\/pdEJat5HRDiH_N0Oq24_7w.png 1200w, https:\/\/www.mageworx.com\/blog\/wp-content\/uploads\/2018\/01\/pdEJat5HRDiH_N0Oq24_7w-600x210.png 600w, https:\/\/www.mageworx.com\/blog\/wp-content\/uploads\/2018\/01\/pdEJat5HRDiH_N0Oq24_7w-768x269.png 768w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/><\/p>\n<p>Click to open it for <a href=\"https:\/\/www.mageworx.com\/magento2-order-editor-extension.html\">editing<\/a>:<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-8293 size-full\" src=\"https:\/\/www.mageworx.com\/blog\/wp-content\/uploads\/2018\/01\/XDsB9m0jRMuVAZIkybQGZw.png\" alt=\"Magento recurring profiles setting - image 2\" width=\"1190\" height=\"518\" srcset=\"https:\/\/www.mageworx.com\/blog\/wp-content\/uploads\/2018\/01\/XDsB9m0jRMuVAZIkybQGZw.png 1190w, https:\/\/www.mageworx.com\/blog\/wp-content\/uploads\/2018\/01\/XDsB9m0jRMuVAZIkybQGZw-600x261.png 600w, https:\/\/www.mageworx.com\/blog\/wp-content\/uploads\/2018\/01\/XDsB9m0jRMuVAZIkybQGZw-768x334.png 768w\" sizes=\"auto, (max-width: 1190px) 100vw, 1190px\" \/><\/p>\n<p>2. Select <strong>Recurring Profile<\/strong> in the panel on the left.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-8294 size-medium\" src=\"https:\/\/www.mageworx.com\/blog\/wp-content\/uploads\/2018\/01\/jlPXN-I4Td_Ni-HdJxtsRw-1200x600.png\" alt=\"Magento recurring profiles setting - image 3\" width=\"1200\" height=\"600\" srcset=\"https:\/\/www.mageworx.com\/blog\/wp-content\/uploads\/2018\/01\/jlPXN-I4Td_Ni-HdJxtsRw.png 1200w, https:\/\/www.mageworx.com\/blog\/wp-content\/uploads\/2018\/01\/jlPXN-I4Td_Ni-HdJxtsRw-600x300.png 600w, https:\/\/www.mageworx.com\/blog\/wp-content\/uploads\/2018\/01\/jlPXN-I4Td_Ni-HdJxtsRw-768x384.png 768w, https:\/\/www.mageworx.com\/blog\/wp-content\/uploads\/2018\/01\/jlPXN-I4Td_Ni-HdJxtsRw-400x200.png 400w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/><br \/>\n3. Enable Recurring Profile by setting <em>\u2018Yes\u2019<\/em>, or expand the section in order to include extra options.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-8295 size-full\" src=\"https:\/\/www.mageworx.com\/blog\/wp-content\/uploads\/2018\/01\/W4i8PfRJQdaplvY5YMpxDA.png\" alt=\"Magento recurring profiles setting - image 4\" width=\"1109\" height=\"146\" srcset=\"https:\/\/www.mageworx.com\/blog\/wp-content\/uploads\/2018\/01\/W4i8PfRJQdaplvY5YMpxDA.png 1109w, https:\/\/www.mageworx.com\/blog\/wp-content\/uploads\/2018\/01\/W4i8PfRJQdaplvY5YMpxDA-600x79.png 600w, https:\/\/www.mageworx.com\/blog\/wp-content\/uploads\/2018\/01\/W4i8PfRJQdaplvY5YMpxDA-768x101.png 768w\" sizes=\"auto, (max-width: 1109px) 100vw, 1109px\" \/><br \/>\n4. There are a few fields to be filled in the <strong>Schedule section<\/strong>:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-8296 size-medium\" src=\"https:\/\/www.mageworx.com\/blog\/wp-content\/uploads\/2018\/01\/qCeZ3IgtQcCD_58FRNWeRw-1200x360.png\" alt=\"Magento recurring profiles setting - image 5\" width=\"1200\" height=\"360\" srcset=\"https:\/\/www.mageworx.com\/blog\/wp-content\/uploads\/2018\/01\/qCeZ3IgtQcCD_58FRNWeRw.png 1200w, https:\/\/www.mageworx.com\/blog\/wp-content\/uploads\/2018\/01\/qCeZ3IgtQcCD_58FRNWeRw-600x180.png 600w, https:\/\/www.mageworx.com\/blog\/wp-content\/uploads\/2018\/01\/qCeZ3IgtQcCD_58FRNWeRw-768x230.png 768w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/><\/p>\n<ul>\n<li>\u00a0If you want to allow shoppers to configure the payment start date, then choose \u2018yes\u2019.<\/li>\n<li>Add a short description of the recurring payment. It will be used on the Review Information page.<\/li>\n<li>Specify how many payment failures are allowed before the recurring profile is suspended in the Maximum Payment Failures field.<\/li>\n<li>Enable\/ disable automatic billing in the next billing cycle in case of failed payments.<\/li>\n<\/ul>\n<p>5. Modify the Billing section according to your preferences.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-8297 size-medium\" src=\"https:\/\/www.mageworx.com\/blog\/wp-content\/uploads\/2018\/01\/9MzpbRa2RV6TJYXctCIYgw-1200x320.png\" alt=\"Magento recurring profiles setting - image 6\" width=\"1200\" height=\"320\" srcset=\"https:\/\/www.mageworx.com\/blog\/wp-content\/uploads\/2018\/01\/9MzpbRa2RV6TJYXctCIYgw.png 1200w, https:\/\/www.mageworx.com\/blog\/wp-content\/uploads\/2018\/01\/9MzpbRa2RV6TJYXctCIYgw-600x160.png 600w, https:\/\/www.mageworx.com\/blog\/wp-content\/uploads\/2018\/01\/9MzpbRa2RV6TJYXctCIYgw-768x205.png 768w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/><\/p>\n<ul>\n<li>Select the period of billing.<\/li>\n<li>Choose how frequently users are billed.<\/li>\n<li>Configure the maximum number of possible payments for a recurring profile. Note, unless filled in, your shoppers will be charged as long as the recurring profile is enabled.<\/li>\n<\/ul>\n<p>6. This section is optional. However, if you feel like introducing a trial period for the offered products \/ services, make sure to carefully fill in ALL the fields of this section. Otherwise, the payment won\u2019t be authorized by the payment system.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-8299 size-medium\" src=\"https:\/\/www.mageworx.com\/blog\/wp-content\/uploads\/2018\/01\/OGQzKlNSTYuYGbeWNg6-4w-1200x260.png\" alt=\"Magento recurring profiles setting - image 7\" width=\"1200\" height=\"260\" srcset=\"https:\/\/www.mageworx.com\/blog\/wp-content\/uploads\/2018\/01\/OGQzKlNSTYuYGbeWNg6-4w.png 1200w, https:\/\/www.mageworx.com\/blog\/wp-content\/uploads\/2018\/01\/OGQzKlNSTYuYGbeWNg6-4w-600x130.png 600w, https:\/\/www.mageworx.com\/blog\/wp-content\/uploads\/2018\/01\/OGQzKlNSTYuYGbeWNg6-4w-768x166.png 768w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/><\/p>\n<ul>\n<li>\u00a0Here, you can select for how long the trial period will last.<\/li>\n<li>Specify how often payments will be initiated during the stated period.<\/li>\n<li>Define the maximum number of payments allowed to be made during the trial period.<\/li>\n<li>Specify the price of a product \/ service during the trial period.<\/li>\n<\/ul>\n<p>7. This is the last section called Initial Fees and there are only two fields to fill in:<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-8298 size-medium\" src=\"https:\/\/www.mageworx.com\/blog\/wp-content\/uploads\/2018\/01\/M1VXcvheTwCTANek_jJvVA-1200x340.png\" alt=\"Magento recurring profiles setting - image 7\" width=\"1200\" height=\"340\" srcset=\"https:\/\/www.mageworx.com\/blog\/wp-content\/uploads\/2018\/01\/M1VXcvheTwCTANek_jJvVA.png 1200w, https:\/\/www.mageworx.com\/blog\/wp-content\/uploads\/2018\/01\/M1VXcvheTwCTANek_jJvVA-600x170.png 600w, https:\/\/www.mageworx.com\/blog\/wp-content\/uploads\/2018\/01\/M1VXcvheTwCTANek_jJvVA-768x218.png 768w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/><\/p>\n<ul>\n<li>Specify the sum that a shopper will be charged at the moment of completing a purchase. This amount is paid only once during the life of a subscription.<\/li>\n<li>Enable \/ disable initial fee failure. If \u2018no\u2019 is selected, the initial fee will be added to a buyer\u2019s amount owed. This fee will be charged as soon as a shopper has a sufficient amount.<\/li>\n<\/ul>\n<p>8. Don\u2019t forget to save the changes. \ud83d\ude42<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-8303 size-full\" src=\"https:\/\/www.mageworx.com\/blog\/wp-content\/uploads\/2018\/01\/\u0432\u0440\u0435\u0437\u043a\u0430.jpg\" alt=\"No additional sales orders - Magento recurring profiles\" width=\"930\" height=\"100\" srcset=\"https:\/\/www.mageworx.com\/blog\/wp-content\/uploads\/2018\/01\/\u0432\u0440\u0435\u0437\u043a\u0430.jpg 930w, https:\/\/www.mageworx.com\/blog\/wp-content\/uploads\/2018\/01\/\u0432\u0440\u0435\u0437\u043a\u0430-600x65.jpg 600w, https:\/\/www.mageworx.com\/blog\/wp-content\/uploads\/2018\/01\/\u0432\u0440\u0435\u0437\u043a\u0430-768x83.jpg 768w\" sizes=\"auto, (max-width: 930px) 100vw, 930px\" \/><\/p>\n<h3 style=\"font-weight: bold;\">Order creation and invoicing from the perspective of a Magento merchant:<\/h3>\n<ul>\n<li>Upon the receipt of a PayPal notification, orders get generated by Magento.<\/li>\n<li>Taxes are stored as line-items. They get charged in compliance with the set tax rules of your Magento store.<\/li>\n<li>Invoices get automatically generated with no action required from your shopper.<\/li>\n<\/ul>\n<p>Please note that recurring profiles must be set for every item in your Magento store separately. They are also available by default for simple and virtual products but can be also set for other product types too.<\/p>\n<h2>Bottom Line<\/h2>\n<p>Enabling Magento recurring payments through special profiles comes in handy for merchants who offer products \/ services with subscription options and installment payment plans. Set them up and enjoy the fast track in your revenues and growth!<\/p>\n","protected":false},"excerpt":{"rendered":"<p><span class=\"span-reading-time rt-reading-time\" style=\"display: block;\"><span class=\"rt-label rt-prefix\">Reading Time: <\/span> <span class=\"rt-time\"> 3<\/span> <span class=\"rt-label rt-postfix\">minutes<\/span><\/span>While still unavailable for Magento 2 (with namespace reserved in tests, in fact), recurring profiles help merchants who run their stores on Magento 1 easily set up subscription options on their websites. So, if you are offering products \/ services with payment plans by installments \u2013 such as monthly magazine subscriptions, yearly software licenses or [&hellip;]<\/p>\n","protected":false},"author":27,"featured_media":8304,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[289],"tags":[361],"class_list":{"0":"post-8291","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-magento","8":"tag-recurring-payments"},"_links":{"self":[{"href":"https:\/\/www.mageworx.com\/blog\/wp-json\/wp\/v2\/posts\/8291","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.mageworx.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.mageworx.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.mageworx.com\/blog\/wp-json\/wp\/v2\/users\/27"}],"replies":[{"embeddable":true,"href":"https:\/\/www.mageworx.com\/blog\/wp-json\/wp\/v2\/comments?post=8291"}],"version-history":[{"count":14,"href":"https:\/\/www.mageworx.com\/blog\/wp-json\/wp\/v2\/posts\/8291\/revisions"}],"predecessor-version":[{"id":16004,"href":"https:\/\/www.mageworx.com\/blog\/wp-json\/wp\/v2\/posts\/8291\/revisions\/16004"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.mageworx.com\/blog\/wp-json\/wp\/v2\/media\/8304"}],"wp:attachment":[{"href":"https:\/\/www.mageworx.com\/blog\/wp-json\/wp\/v2\/media?parent=8291"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.mageworx.com\/blog\/wp-json\/wp\/v2\/categories?post=8291"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.mageworx.com\/blog\/wp-json\/wp\/v2\/tags?post=8291"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}