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WP Payment Gateway Bundle – Braintree Subscription Setup

After you install the WP Payment Gateway Bundle plugin, you will need to configure some Braintree Gateway specific settings in the plugin which you will need to obtain from your Braintree merchant account.

You can find the Braintree specific settings required by the plugin under the “Gateway Settings” tab when you go to the payment gateway bundle plugin’s settings menu. The following screenshot shows how you can access the settings page of this addon:

In order to configure the Braintree Subscription portion of the payment gateway bundle you will need to obtain the required details from your Braintree merchant account by following the steps outlined below:

Step 1: Log into your Braintree merchant account and click My User under Account.

screenshot1 showing how to get the braintree credentials from the merchant account

 

Step 2: Go to the API Keys, Tokenization Keys, Encryption Keys section and click View Authorizations. Copy and paste your account credentials into a notepad for later use.

screenshot2 showing how to get the braintree credentials from the merchant account

 

Step 3: Now from your WordPress administration panel, go to Braintree Subscription Settings (under Payment Gateway Bundle->Gateway Settings).

Step 4: Enter your Merchant ID.

Step 5: Enter your Public key.

Step 6: Enter Private key.

Step 7: Copy the  Braintree Webhook URL for your site and specify it in your merchant account (Settings > Webhooks).

configure a webhook for braintree subscription

You can choose to receive notifications for all the subscription events. However, the plugin will currently handle these events – Cancelled, Charged Successfully and Expired.

configuring braintree webhook notification types for a subscription

Step 8: Hit the “Update” button to save your Braintree account credentials in the Payment Gateway Bundle settings.

Create a Subscription Plan

In order to accept recurring payments for your eStore subscription product, you will need to create a plan in your Braintree account. If you have 10 eStore subscription products that you wish sell with Braintree, you will need to create 10 separate plans in your Braintree merchant account. Each plan interface is very similar to the subscription settings section of an eStore product. For example: Recurring Billing Price, Recurring Billing Cycle etc.

configure a plain in braintree

When a new subscription is created on your site, Braintree will charge/rebill the customer based on these configurations (not your eStore subscription product). Your eStore subscription product will just be a template for the plan that you create in your Braintree account. Unfortunately, Braintree API doesn’t allow an external script to create this plan (you will need to do this manually). That means the payment gateway bundle addon needs to assume the ID of the plan that you are going to create for an eStore product.

How to Name a Plan ID

The Plan name can be anything you like. However, The Plan ID needs to be unique in your account and something that can be synchronized with the eStore product in question. In order to integrate an eStore product with a plan created in your Braintree account, your Plan ID should be:

SiteAddress-estore-EstoreProductID

Here, SiteAddress is the URL specified in your WordPress dashboard (Settings > General > Site Address) and EstoreProductID is the eStore product ID (example: 1). Since you can only use limited special characters in the plan ID you will need to remove http:// or https:// from SiteAddress and replace all dots with hyphens.

Plan ID Example

1. if your SiteAddress is http://example.com and you are creating a plan for eStore product 2, your plan ID should be:

example-com-estore-2

2. if your SiteAddress is http://www.example.com and you are creating a plan for eStore product 7, your plan ID should be:

www-example-com-estore-7

3. if your SiteAddress is http://www.my-site.com and you are creating a plan for eStore product 10, your plan ID should be:

www-my-site-com-estore-10

configure a plan name in braintree

Subscription Limitation

When a new subscription is created, Braintree plan allows you to bill the customer in a future date (instead of charging immediately). Unfortunately, we can’t support this feature since our eStore product was designed to charge the customer immediately.

Shortcode for Subscription Button

You need to embed the following shortcode in a WordPress Post/Page to accept recurring payments via Braintree:

[wp_pg_eStore_subscription_button id="1" gateway="braintree_subsc"]

(Replace 1 with your actual eStore product ID)

Customizing the Look of the Braintree Subscription Button

WP eStore plugin allows you to customize all of your subscription buttons by using a custom button image of your choice. If you want to customize the look of your Braintree subscription button then read this post.

Using Braintree Subscription Button with Fancy Display Template

You can use the following shortcode to use a fancy display template with the Braintree subscription button:

[wp_eStore_fancy_display id="50" type="3" style="1" gateway="braintree_subsc"]

WP eStore product ID of the item is 50 in the above example. You will need to change that value to your actual product ID.

WP Payment Gateway Bundle – 2Checkout Subscription Setup

If you want to set up your website with 2Checkout to accept recurring payments please follow these steps:

Step 1) Read our 2Checkout Setup Guide and configure everything according to the instructions.

Step 2) In the INS (Instant Notification Settings) section of your 2Checkout account, please specify the notification URL for “Recurring Installment Success” and “Recurring Stopped”.

2checkout-ins-recurring-installment-started-setting

2checkout-ins-recurring-installment-stopped-setting

The URL you enter in there should look like the following:

http://www.example.com/?estore_2co_ipn=process

Replace “http://www.example.com” with your own site URL.

You need to have this URL configured for the following types of notifications:

  • Order Created
  • Recurring Installment Success
  • Recurring Stopped

Step 3) Save the settings.

Step 4) Insert the following shortcode into a post/page to create a subscription button:

[wp_pg_eStore_subscription_button id="1" gateway="2co_subsc"]

Make sure to replace the value of id with your eStore product id.

Now your website is ready to accept recurring payments (subscription) using 2Checkout gateway.

Important Notes

2Checkout does not support recurring payments in days. You can use weeks instead. In order to do so please specify the equivalent number of days in your eStore product. For example:

  • Recurring Billing Cycle: 7 Day (1 week)
  • Recurring Billing Cycle: 14 Day (2 weeks)
  • Recurring Billing Cycle: 28 Day (4 weeks)

 

WP eStore PayPal Installment Payment Addon

Ever wanted to offer your customers the option to pay via installment payment for your products or services? The eStore PayPal Installment Payment addon allows you to accept payments in installments for the products or services you sell from your website. Offering an installment payment option can be very helpful if you are selling high priced items.

You can offer installment plans that collect the first installment on checkout, with up to 3 additional installments. Or, you can set up installment plans that defer the first installment, with up to 4 installments.

Installing the eStore PayPal Installment Addon

You can install this addon the same way you install any WordPress plugin:

  • Go to the “Add New” plugins screen in your WordPress admin area
  • Click the “upload” tab
  • Browse for the addon file (estore-paypal-installment.zip)
  • Click “Install Now” and then activate the plugin

Product Configuration

In order to configure PayPal Installment specific options for a product click “Add/Edit Products” from the admin dashboard.

screenshot showing how to add a new product in the wp estore plugin

Click on the “PayPal Installment Specific Settings” section and configure the details of your installment plan.

screenshot showing how to configure PayPal Installment specific settings in the WP eStore plugin

Click Save product.

Please note that All payments must be collected within one year of checkout (This is a requirement of PayPal Installment checkout from PayPal). So you need to configure your plan accordingly.

Shortcode Usage

You can now add the following shortcode to a WordPress page (your landing page) to create an installment payment button for a product or service:

[eStore_paypal_installment id="1"]

Here, id is your unique eStore product ID.

Using Installment Payment Button With Fancy Product Display

If you want to use it with a fancy product display template then you just need to make sure that the product in question has the installment details configured. Then you can use the fancy display template shortcode as usual.

Get the PayPal Installment Addon

The price of this addon is $39.00

WP Payment Gateway Bundle Stripe Subscription Setup

After you install the WP Payment Gateway Bundle plugin, you will need to configure some Stripe Gateway specific settings in the plugin which you will need to obtain from your Stripe merchant account.

Note: There are a couple of different checkout flows available for the Stripe gateway. The recommended setup is the Stripe SCA setup explained here.

You can find the Stripe specific settings required by the plugin under the “Gateway Settings” tab when you go to the payment gateway bundle plugin’s settings menu. The following screenshot shows how you can access the settings page of this addon:

In order to configure the Stripe portion of the payment gateway bundle you will need to obtain the required details from your Stripe merchant account by following the steps outlined below:

Step 1: Log into your Stripe merchant account and click on the API Keys menu item (Under Developers).

Step 2:  Copy the values for the secret key and the publishable key as shown in the figure above.

Step 3: Now from your WordPress administration panel, go to Stripe Settings (under WP eStore -> Payment Gateway Bundle -> Gateway Settings) and check “Use Stripe Payment Gateway” option.

Step 4: Enter your Secret Key.

Step 5: Enter your Publishable Key.

Step 6: Enter a selector label for Stripe. For example: Stripe Payment (This text will be displayed in the select box in the shopping cart as a checkout option).

Step 7:  Copy the Stripe Webhook URL for your site and add it as a webhook endpoint in your Stripe account (Developers -> Webhooks). You should only have one webhook set up for our plugin (remove any other URL that you may have configured previously for our plugin)

You can either choose to be notified of all the events (may increase load on your server) or select the ones that our plugin processes at the moment:

  • charge.refunded
  • checkout.session.completed
  • invoice.payment_succeeded
  • customer.subscription.deleted
  • invoice.payment_failed

Step 8: Hit the “Update” button at the bottom to save the settings and now your site is ready to accept subscription/recurring payments via Stripe.

eStore Product Configuration

There are a few things you need to be aware of while you are configuring a product for Stripe subscription.

1) No Trial Payment Amount: Stripe only supports Free Trial. So you cannot charge your customer for the trial period. For example: if you wish to offer one month free trial to your users before they are billed on a recurring basis (2.99/month) you can set up like the following,

  • Trial Billing Amount: 0
  • Trial Billing Period: 1 Month
  • Recurring Billing Amount: 2.99
  • Recurring Billing Cycle: 1 Month
  • Recurring Billing Count: 0
screenshot of eStore product configuration for stripe subscription

If you do not wish to offer a trial, you should leave the Trial Billing Amount and Trial Billing Period fields empty. For example:

  • Trial Billing Amount:
  • Trial Billing Period:
  • Recurring Billing Amount: 2.99
  • Recurring Billing Cycle: 1 Month
  • Recurring Billing Count: 0

2) Recurring Billing: Our Stripe integration supports recurring payments on a daily, monthly or yearly basis. For example: if you wish to charge your customer 2.99/day until cancelled your setup should look like the following,

  • Trial Billing Amount:
  • Trial Billing Period:
  • Recurring Billing Amount: 2.99
  • Recurring Billing Cycle: 1 Day
  • Recurring Billing Count: 0

If you wish to charge your customers 2.99 every 7 days for 3 installments your setup should look like the following,

  • Trial Billing Amount:
  • Trial Billing Period:
  • Recurring Billing Amount: 2.99
  • Recurring Billing Cycle: 7 Day
  • Recurring Billing Count: 3

If you wish to charge your customers 2.99 every/month until cancelled your setup should look like the following,

  • Trial Billing Amount:
  • Trial Billing Period:
  • Recurring Billing Amount: 2.99
  • Recurring Billing Cycle: 1 Month
  • Recurring Billing Count: 0

If you wish to charge your customers 2.99/month for 6 installments your setup should look like the following,

  • Trial Billing Amount:
  • Trial Billing Period:
  • Recurring Billing Amount: 2.99
  • Recurring Billing Cycle: 1 Month
  • Recurring Billing Count: 6

If you wish to charge your customers 2.99 every 2 months until cancelled your setup should look like the following,

  • Trial Billing Amount:
  • Trial Billing Period:
  • Recurring Billing Amount: 2.99
  • Recurring Billing Cycle: 2 Month
  • Recurring Billing Count: 0

3) Reattempt on failure: This checkbox does not have any effect on a Stripe subscription.

4) Editing the subscription amount: Once you make the first transaction of a newly created eStore subscription product, a plan is automatically created in your Stripe account. Stripe doesn’t allow the editing of an existing plan. So if you need to edit the subscription amount after a transaction, create a NEW estore product with the new subscription price.

Shortcode for Subscription Button

You need to embed the following shortcode in a WordPress Post/Page to accept recurring payments via Stripe:

[wp_pg_eStore_subscription_button id="1" gateway="stripe_subsc"]

(Replace 1 with your actual eStore product ID)

Customizing the Look of the Stripe Subscription Button

WP eStore plugin allows you to customize all of your subscription buttons by using a custom button image of your choice. If you want to customize the look of your stripe subscription button then read this post.

Using Stripe Subscription Button with Fancy Display Template

You can use the following shortcode to use a fancy display template with the Stripe subscription button:

[wp_eStore_fancy_display id="50" type="3" style="1" gateway="stripe_subsc"]

WP eStore product ID of the item is 50 in the above example. You will need to change that value to your actual product ID.