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Magento Recurring & Rental PaymentsDemo Store User Guide 
• 
• 
• 
• 
• 
Email: service@indieswebs.com 
Store: www.indieswebs.comOfficial: www.indiesinc.com 
Version 3.0.0
2 
Indies Recurring & Rental Payments 
Magento Recurring & Rental PaymentsEnrich your online store with Magento Recurring & Rental Payments and avail your customers with subscription based products to pay timely subscription or rentals.
3 
How to configure “Recurring & Rental Payments” from Magento Admin panel 
Indies Recurring & Rental Payments
4 
Indies Recurring & Rental Payments 
•Login to demo-store admin area with credentials 
How to configure Recurring & Rental Payments
5 
Indies Recurring & Rental Payments 
How to configure Recurring & Rental Payments 
Go to System Configuration to configure “Recurring & Rental Payments” extension. 
Click on “Recurring & Rental Payments” under “INDIES SERVICES” tab of configuration menu in the left Panel 
You will get “Recurring & Rental Payments” configuration page.
6Indies Recurring & Rental Payments 
How to configure Recurring & Rental PaymentsEnter serial key Enable/Disable module 
Click to Save Configuration settings
7 
Indies Recurring & Rental Payments 
How to configure Recurring & Rental Payments 
Select Customer groups to make Recurring & Rental available for 
Select status for which you want to activate Recurring & Rental profile
8 
Indies Recurring & Rental PaymentsHow to configure Recurring & Rental Payments 
For displaying terms at frontend on product view pageSelect YES if you want to show delivery notice on checkout
9 
Indies Recurring & Rental Payments 
How to configure Recurring & Rental PaymentsSend Email to client after order confirmation 
Choose Email template 
Select Email sender 
Enter email id to receive CC of order confirmation Email
10 
Indies Recurring & Rental PaymentsHow to configure Recurring & Rental Payments 
Choose email template Select YES if you want to send reminder email for next paymentSender of the email 
Enter email id to receive CC of Next Payments Reminder email
11 
Indies Recurring & Rental Payments 
How to configure Recurring & Rental Payments 
Choose email template 
Select YES to send Next Confirmation reminder email 
Sender of the email 
Enter email id to receive CC of Next Payments Confirmation email
12 
Indies Recurring & Rental Payments 
How to configure Recurring & Rental PaymentsSend Email when status changes to suspended 
Send Email for new subscriptionSend Email when status changes to active 
Send Email when status changes to canceled 
Send Email when status changes to Expired
13 
Indies Recurring & Rental Payments 
How to Add new Plan
14 
Indies Recurring & Rental PaymentsHow to Add new PlanYou can see various added plans here 
You can add new plan from hereEdit plan from here 
Go to Recurring & Rental Payments Plans, to add new plan
15 
Indies Recurring & Rental Payments 
How to Add new Plan 
You can see Plan Information tab on the left, select Products from the tab. 
Select Products tab
16 
Indies Recurring & Rental Payments 
How to Add new PlanSelect product for which you want to add new plan
17 
Indies Recurring & Rental Payments 
How to Add new Plan 
Add price to use under trial term 
Discount for the first term 
Sale this product as normal product also 
Start date of the subscription
18Indies Recurring & Rental Payments 
How to Add new PlanName of termRepeat plan per each term 
Make plan active till number of terms
19 
Indies Recurring & Rental Payments 
Recurring & Rental Payments at Front End
20 
Indies Recurring & Rental Payments 
Recurring & Rental Payments at Front EndUser can select date for first delivery
21 
Indies Recurring & Rental Payments 
Recurring & Rental Payments at Front End
22 
Indies Recurring & Rental Payments 
Recurring & Rental Payments at Front End 
Enter text to send delivery notice 
This box will only be shown if selected “YES” for “Delivery notice at checkout” in configuration
23Indies Recurring & Rental Payments 
Recurring & Rental Payments at Front EndOnly those payment methods will be shown for which this extension is supported
24 
Indies Recurring & Rental Payments 
Recurring & Rental Payments at Front EndRecurring & Rental payments applied
25 
Indies Recurring & Rental Payments 
Subscription details from “MY ACCOUNT”
26 
Indies Recurring & Rental PaymentsSubscription details from “MY ACCOUNT” 
You can move to product page from hereYou can see your subscribed product in “My Account” page
27 
Indies Recurring & Rental Payments 
Subscription details from “MY ACCOUNT” 
Complete details of subscription 
You can change the payment method from here 
You can Suspend, Prolong or Cancel the subscription
28 
Indies Recurring & Rental Payments 
Subscription details from “MY ACCOUNT” When you cancel the subscription, you will get this message
29 
Indies Recurring & Rental Payments 
Subscription details from “MY ACCOUNT” 
Subscription details when it is suspended 
You can activate subscription from here
30 
Indies Recurring & Rental Payments 
Subscription details from “MY ACCOUNT” Subscription details when it is Cancelled
31 
Indies Recurring & Rental Payments 
Subscription Information in Admin Panel
32 
Indies Recurring & Rental Payments 
Go to Recurring & Rental Payments Subscribed, to get subscription information 
Admin can see the list of subscribed products here 
Subscription can be edited from here 
Subscription Information in Admin Panel
33 
Indies Recurring & Rental PaymentsYou can see all the information regarding subscription 
You can activate or deactivate profile from hereSubscription Information in Admin Panel
34 
Indies Recurring & Rental Payments 
Payment details at admin 
Subscription Information in Admin Panel
35 
Indies Recurring & Rental PaymentsYou can see order detailsSubscription Information in Admin Panel
36 
Indies Recurring & Rental PaymentsCustomers can subscribe to products/services and pay per use 
Email: service@indieswebs.com 
Store: www.indieswebs.comOfficial: www.indiesinc.com
Thanks 
Looking for Payment Solution after the Deal? 
Custom Price extension is a Great Solution for you 
•Buyer can enter agreedamount of price for the product and system will checkout with entered amount. Everything from your store. 
•Manage Order and Payment Easily from your store only 
Visit Module: Custom Price Module 
37

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Magento Recurring and Subscription Payments

  • 1. Magento Recurring & Rental PaymentsDemo Store User Guide • • • • • Email: service@indieswebs.com Store: www.indieswebs.comOfficial: www.indiesinc.com Version 3.0.0
  • 2. 2 Indies Recurring & Rental Payments Magento Recurring & Rental PaymentsEnrich your online store with Magento Recurring & Rental Payments and avail your customers with subscription based products to pay timely subscription or rentals.
  • 3. 3 How to configure “Recurring & Rental Payments” from Magento Admin panel Indies Recurring & Rental Payments
  • 4. 4 Indies Recurring & Rental Payments •Login to demo-store admin area with credentials How to configure Recurring & Rental Payments
  • 5. 5 Indies Recurring & Rental Payments How to configure Recurring & Rental Payments Go to System Configuration to configure “Recurring & Rental Payments” extension. Click on “Recurring & Rental Payments” under “INDIES SERVICES” tab of configuration menu in the left Panel You will get “Recurring & Rental Payments” configuration page.
  • 6. 6Indies Recurring & Rental Payments How to configure Recurring & Rental PaymentsEnter serial key Enable/Disable module Click to Save Configuration settings
  • 7. 7 Indies Recurring & Rental Payments How to configure Recurring & Rental Payments Select Customer groups to make Recurring & Rental available for Select status for which you want to activate Recurring & Rental profile
  • 8. 8 Indies Recurring & Rental PaymentsHow to configure Recurring & Rental Payments For displaying terms at frontend on product view pageSelect YES if you want to show delivery notice on checkout
  • 9. 9 Indies Recurring & Rental Payments How to configure Recurring & Rental PaymentsSend Email to client after order confirmation Choose Email template Select Email sender Enter email id to receive CC of order confirmation Email
  • 10. 10 Indies Recurring & Rental PaymentsHow to configure Recurring & Rental Payments Choose email template Select YES if you want to send reminder email for next paymentSender of the email Enter email id to receive CC of Next Payments Reminder email
  • 11. 11 Indies Recurring & Rental Payments How to configure Recurring & Rental Payments Choose email template Select YES to send Next Confirmation reminder email Sender of the email Enter email id to receive CC of Next Payments Confirmation email
  • 12. 12 Indies Recurring & Rental Payments How to configure Recurring & Rental PaymentsSend Email when status changes to suspended Send Email for new subscriptionSend Email when status changes to active Send Email when status changes to canceled Send Email when status changes to Expired
  • 13. 13 Indies Recurring & Rental Payments How to Add new Plan
  • 14. 14 Indies Recurring & Rental PaymentsHow to Add new PlanYou can see various added plans here You can add new plan from hereEdit plan from here Go to Recurring & Rental Payments Plans, to add new plan
  • 15. 15 Indies Recurring & Rental Payments How to Add new Plan You can see Plan Information tab on the left, select Products from the tab. Select Products tab
  • 16. 16 Indies Recurring & Rental Payments How to Add new PlanSelect product for which you want to add new plan
  • 17. 17 Indies Recurring & Rental Payments How to Add new Plan Add price to use under trial term Discount for the first term Sale this product as normal product also Start date of the subscription
  • 18. 18Indies Recurring & Rental Payments How to Add new PlanName of termRepeat plan per each term Make plan active till number of terms
  • 19. 19 Indies Recurring & Rental Payments Recurring & Rental Payments at Front End
  • 20. 20 Indies Recurring & Rental Payments Recurring & Rental Payments at Front EndUser can select date for first delivery
  • 21. 21 Indies Recurring & Rental Payments Recurring & Rental Payments at Front End
  • 22. 22 Indies Recurring & Rental Payments Recurring & Rental Payments at Front End Enter text to send delivery notice This box will only be shown if selected “YES” for “Delivery notice at checkout” in configuration
  • 23. 23Indies Recurring & Rental Payments Recurring & Rental Payments at Front EndOnly those payment methods will be shown for which this extension is supported
  • 24. 24 Indies Recurring & Rental Payments Recurring & Rental Payments at Front EndRecurring & Rental payments applied
  • 25. 25 Indies Recurring & Rental Payments Subscription details from “MY ACCOUNT”
  • 26. 26 Indies Recurring & Rental PaymentsSubscription details from “MY ACCOUNT” You can move to product page from hereYou can see your subscribed product in “My Account” page
  • 27. 27 Indies Recurring & Rental Payments Subscription details from “MY ACCOUNT” Complete details of subscription You can change the payment method from here You can Suspend, Prolong or Cancel the subscription
  • 28. 28 Indies Recurring & Rental Payments Subscription details from “MY ACCOUNT” When you cancel the subscription, you will get this message
  • 29. 29 Indies Recurring & Rental Payments Subscription details from “MY ACCOUNT” Subscription details when it is suspended You can activate subscription from here
  • 30. 30 Indies Recurring & Rental Payments Subscription details from “MY ACCOUNT” Subscription details when it is Cancelled
  • 31. 31 Indies Recurring & Rental Payments Subscription Information in Admin Panel
  • 32. 32 Indies Recurring & Rental Payments Go to Recurring & Rental Payments Subscribed, to get subscription information Admin can see the list of subscribed products here Subscription can be edited from here Subscription Information in Admin Panel
  • 33. 33 Indies Recurring & Rental PaymentsYou can see all the information regarding subscription You can activate or deactivate profile from hereSubscription Information in Admin Panel
  • 34. 34 Indies Recurring & Rental Payments Payment details at admin Subscription Information in Admin Panel
  • 35. 35 Indies Recurring & Rental PaymentsYou can see order detailsSubscription Information in Admin Panel
  • 36. 36 Indies Recurring & Rental PaymentsCustomers can subscribe to products/services and pay per use Email: service@indieswebs.com Store: www.indieswebs.comOfficial: www.indiesinc.com
  • 37. Thanks Looking for Payment Solution after the Deal? Custom Price extension is a Great Solution for you •Buyer can enter agreedamount of price for the product and system will checkout with entered amount. Everything from your store. •Manage Order and Payment Easily from your store only Visit Module: Custom Price Module 37