Difference between revisions of "Product Billing Trial Recurring"

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== Product Billing ==  
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== Product Billing :: Trial Period with Subsequent Recurring Payments ==
=== Trial Period with Subsequent Recurring Payments ===
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=== Introduction ===
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This example will show you how to implement a product that will grant a 'Free Trial' after the trial the recurring payments will be implemented
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=== Method ===
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From your aMember Control Panel select 'Manage Products' then 'New Product'
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[[File:Fourstep1.png|frameless|400px]]
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Complete your normal details, Title, Description etc and in the billing plan input something like;
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[[File:Trial.png|frameless|600px]]
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By default aMember generate billing terms text automatically based on billing plan option. In case you do not like the automatically generated text you can specify it explicitly using the 'Terms Text'. aMember will use your text instead of auto generated terms on signup from in this case.
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When all set click the 'Save' button
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=== Prevent Multiple Free Trials ===
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Normally you would want to only allow one free trial per client to disallow multiple free trials you will need to do the following '''after saving''' your trial product, select the free trial product for editing
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[[File:Trialselect.png|frameless|600px]]
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Go to 'Product Availability', select the 'Disallow ordering of this product if user has' and click on 'ACTIVE' & 'EXPIRED' for this product
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[[File:Trialavail.png|frameless|600px]]
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[[File:Trialstop.png|frameless|600px]]
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You will see something like the following
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[[File:Trialstopped.png|frameless|600px]]
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When all set click the 'Save' button
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=== Subsequent Order ===
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If a client uses a free trial and cancels if you lock them out using the [[#Multiple Trials|Multiple Trials]] option, then you need to create a second product which does not have the trial period, you would then set in 'Product Availability', the 'To order this product user must have an' and click on 'ACTIVE' & 'EXPIRED' for the trial product. The non-trial product will only then appear if they have made use of the trial product.
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[[File:Trialnofree.png|frameless|600px]]
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How you setup this additional product will depend on your policy for the product. If only one subscription is allowed you will need to set both products restrictions to suit.
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=== Warning ===
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Some payment processors will not allow differing periods, normally the trial period should be the same length as the recurring one. If you are direct billing credit cards using a processor like eWay you can set up periods as you desire.

Latest revision as of 15:36, 17 December 2016

Contents

Product Billing :: Trial Period with Subsequent Recurring Payments

Introduction

This example will show you how to implement a product that will grant a 'Free Trial' after the trial the recurring payments will be implemented

Method

From your aMember Control Panel select 'Manage Products' then 'New Product'

Fourstep1.png

Complete your normal details, Title, Description etc and in the billing plan input something like;

Trial.png

By default aMember generate billing terms text automatically based on billing plan option. In case you do not like the automatically generated text you can specify it explicitly using the 'Terms Text'. aMember will use your text instead of auto generated terms on signup from in this case.

When all set click the 'Save' button

Prevent Multiple Free Trials

Normally you would want to only allow one free trial per client to disallow multiple free trials you will need to do the following after saving your trial product, select the free trial product for editing

Trialselect.png


Go to 'Product Availability', select the 'Disallow ordering of this product if user has' and click on 'ACTIVE' & 'EXPIRED' for this product

Trialavail.png

Trialstop.png

You will see something like the following

Trialstopped.png

When all set click the 'Save' button

Subsequent Order

If a client uses a free trial and cancels if you lock them out using the Multiple Trials option, then you need to create a second product which does not have the trial period, you would then set in 'Product Availability', the 'To order this product user must have an' and click on 'ACTIVE' & 'EXPIRED' for the trial product. The non-trial product will only then appear if they have made use of the trial product.

Trialnofree.png

How you setup this additional product will depend on your policy for the product. If only one subscription is allowed you will need to set both products restrictions to suit.

Warning

Some payment processors will not allow differing periods, normally the trial period should be the same length as the recurring one. If you are direct billing credit cards using a processor like eWay you can set up periods as you desire.