Subscriptions

The Subscriptions section is intended for managing the payments for the courses. The Payment Subscription form is displayed in the main LMS module as soon as the Student tries to enroll into a course that has the ‘Paid’ attribute.

Please note that this section is only relevant for the courses marked as ‘Paid’. If a course is free to be attended, it will not be listed in this section, and you will not be able to create or manage payment subscriptions for it.

The Subscriptions section comprises the following subsections:

• Subscriptions list - allows a user to view and manage payment subscriptions;
• Sales Report - allows a user to view and export reports on subscriptions' sales;
• Payments list - allows a user to view and manage orders made by Students;
• Invoice Configuration - allows a user to manage invoices;
• Countries/taxes list - allows a user to define taxes legal for different countries;
• Payments Processors - allows a user to manage possible processors of payments;
• Plans List - allows a user to manage recurrent payment plans;
• Discounts list - allows a user to view and manage available discounts;
• Discount coupons list - allows a user to view and manage available discount coupons;
• Coupons usage statistics - allows a user to view the statistics of discount coupons usage.

The Subscriptions list section displays all payment subscriptions that have been created, and provides possibilities for their management.

Every subscription in the list is described by specific information: subscription name, course(s) to which the subscription relates, type of subscription, start and end date (if any), publishing information (published or not), price and the date of subscription creation, ID.

To manage subscriptions, use the following icons at the top of the page:

Icon	Name	Description
	Assign subscription	Allows to assign a certain user/group to a subscription thus making this subscription available for purchase only by specified user/group
	Renew	Allows a user to refresh the data of the selected subscription (to select a subscription, select a check box next to a corresponding entry in the list).
	Publish	Allows a user to publish the selected subscription (to select a subscription, select a check box next to a corresponding entry in the list).
	Unpublish	Allows a user to unpublish the selected subscription (to select a subscription, select a check box next to a corresponding entry in the list).
	New	Allows a user to create a new subscription.
	Change	Allows a user to edit the selected subscription (to select a subscription, select a check box next to a corresponding entry in the list).
	Delete	Allows a user to remove the selected subscription (to select a subscription, select a check box next to a corresponding entry in the list).
	Close	Closes the Subscriptions list form.

To add a new payment subscription:

1. Go to Subscriptions - > Subscriptions list in the left menu and click the New icon at the top of the page. As a result, the Add subscription form will be displayed.

2. Fill in the form fields as described in the following table:

   Field	Step
   Subscription name	Enter a concise description of the new payment subscription.
   Available courses	From the left list select courses to which the new subscription should relate and click . The selected courses will be added to the right list. To remove a course from the subscription, select it in the right list and click .
   Published	Select Yes if you want to make the new subscription published; otherwise select No.
   Other Details
   Type	Select a corresponding type of time terms for the new subscription: Basic - the subscription is activated and is valid starting from the moment of payment receiving. Date to date - the subscription is activated from the specified start date and is valid till the specified end date. To set Start date and End date, enter the corresponding values in the fields below (use the button to choose a date). Date to lifetime - the subscription is activated from the specified date and valid through the lifetime. To set Start date, enter a corresponding value in the field below (use the button to choose a date). X day access - the subscription is valid for the period of X days. To set the number of days, enter a corresponding value in the Term of access field. With discount - the subscription has a discount for the basic payment. To set a discount, enter a corresponding value in the Discount (%) field. Please note that the value is set in percent.
   Price of selected courses	This value is calculated automatically if you select more than one course for the subscription. The sum is calculated by the following formula: number of courses*price.
   Price	Enter the payment price for one course. If you select more than one course for the subscription, the sum will be automatically calculated and displayed in the Price of selected courses field.
   Subscription description	Enter a description of the subscription.
   Restricted subscription	Select Yes if you wish to allow only certain groups of users to be able to purchase this subscription, otherwise select No.
   Restricted groups	Choose the groups of users for which this subscription will be available.

3. Click the Save icon () or the Apply icon () at the top of the page to save the changes; click the Cancel icon () to discard changes. 

In the Sales Report section it is possible to view or export a report on sales of subscriptions with a certain status or during a certain period of time. Each report contains the name of the subscription and the number of orders made for it. To view a necessary report enter the Sales Report page and use the filters at the top to select sold subscriptions according to the status or period of time. Use the 'Export to PDF' () button to export the sales report in PDF format.

The Payments list section contains the information for all orders made by Students who want to participate in courses. The Payments list form allows a user to view the orders data, as well as to manage it. Every order is described by the following data:

• Subscription name - the name of the subscription selected by the Student at enrolling;
• Username - the name of the Student who has subscribed for the course; 
• Payment status – order status: pending or completed;
• Payment method - means of payment;
• Date - date when the Student has subscribed for the course;
• Txn id;
• Amount - the price of this subscription;
• Invoice - in this column you can view the invoices by clicking the View invoice link.

To manage orders, use the following icons at the top of the page:

Icon	Name	Description
	Change	Allows a user to edit the selected order (to select an order, select a check box next to a corresponding entry in the Payments list).
	Delete	Allows a user to delete the selected order (to select an order, select a check box next to a corresponding entry in the Payments list).
	Close	Allows a user to close the Payments list form.
	Export to PDF	Allows a user to export the payments list in PDF to print or save on a local computer.

At the bottom of the list total 'completed' payments number and total amount of payments is shown.

All orders made by Students are initially marked as 'pending'. The Administrator of the course should change the status of a corresponding payment him-/herself after he/she has made sure that the payment has been performed (for example, after the money has been transmitted to the account).

To change the status of the payment:

1. Go to Subscriptions -> Subscriptions list in the left menu.
2. Click a necessary entry in the Payments list or select a check box next to a corresponding entry in the Payments list and click Edit () at the top of the page. As a result, the payment data page will be displayed:

3. Select Completed in the Status field of the form.
4. Click Save () at the top of the page. The system will display a notification asking if you want to enroll the Student who made the order into the corresponding course. Click Yes to confirm enrolling; otherwise click No.

The Plans list section contains the information for all payment plans. Plans list form allows a user to view the plans data, as well as to manage it. Every plan is described by the following data:

• Name - the name of the plan;
• Published- shows whether the plan is available for users; 
• Trial #1 period – shows the length of the 1st trial period;
• Trial #2 period - shows the length of the 2nd trial period;
• Regular period - shows the length of the billing cycle;
• Recurring -shows whether the payment is recurring or not;
• Reattempt on failure - shows if the payment will be reattempted if it fails;
• Recurring times - shows the number of payments that will occur at a regular rate.

To manage plans, use the following icons at the top of the page:

Icon	Name	Description
	Change	Allows a user to edit the selected plan (to select a plan, select a check box next to a corresponding entry in the Plans list).
	Remove	Allows a user to delete the selected plan (to select a plan, select a check box next to a corresponding entry in the Plans list).
	New	Allows a user to add a new plan to the Plans list.

To add a new payment plan:

1. Go to Subscriptions - > Plans list in the left menu and click the New icon at the top of the page. As a result, the Plan details form will be displayed.

2. Fill in the form fields as described in the following table:

   Field	Step
   Name	Enter a name of the new payment plan.
   Description	Enter a description of the new payment plan.
   Trial #1 payment
   Period length	Enter the length of the 1st trial period.
   Trial #2 payment
   Period length	Enter the length of the 2nd trial period.
   Publishing info
   Published	Select Yes if the plan should be published, that is available for students; otherwise select No.
   Regular payment
   Period length	Enter the length of the billing cycle.
   Recurring options
   Recurrent	Select Yes if the payment should recur unless the customer cancels the subscription before the end of the billing cycle; otherwise select No.
   Reattempt on failure	Select Yes if you want the payment to be reattempted two more times if it fails; otherwise select No.
   Recurring Times	Enter the number of payments that will occur at the regular rate.

3. Click the Save icon () at the top of the page to save the changes; click the Cancel icon () to discard changes. 

After the plan is created you can assign it for a certain subscription. To assign a plan to a subscription do the following:

1. Go to Subscriptions->Subscriptions list in the left menu.
2. Create a new subscription as described in the 'Subscriptions list' section.
3. In the Subscription type menu select the necessary payment plan and save the subscription.

To generate an invoice for a certain purchase you need to configure invoices' settings first. To do it enter Subscriptions->Invoice Configuration in the left menu and configure the necessary settings.

Click Save () at the top of the page to save the settings. Now you can generate an invoice for a certain payment. To do it go to Subscriptions->Payments List in the left menu and choose the necessary payment for which you need to generate an invoice.

Click a necessary entry in the Payments list or select a check box next to a corresponding entry in the Payments list and click Edit () at the top of the page. As a result, the payment data page will be displayed. Click on the Generate invoice link. After the invoice is generated two more links will appear at the payment data page: View invoice and Re-generate invoice. A View invoice link will also appear at the payments' list page next to the payment for which it was generated.

The Countries/taxes list form allows a user to create a list of payment taxes valid for different countries. Please note that the tax amount will be added to the payment sum only if the corresponding option is activated within your system.

To view the list of taxes by countries, go to Subscriptions - > Countries/taxes list in the left menu.

Every entry in the Countries/taxes list is described by the following information:

• Name - the full name of the country;
• Code - a two-letter code of the country;
• Publishing info - published or unpublished;
• Tax type - percentage or additional;
• Tax amount.

To manage the list of countries/taxes, use the following icons at the top of the page:

Icon	Name	Description
	Publish	Allows a user to publish the selected entry of the Countries/taxes list (to select a country/tax, select a check box next to a corresponding entry in the Countries/taxes list).
	Unpublish	Allows a user to unpublish the selected entry of the Countries/taxes list (to select a country/tax, select a check box next to a corresponding entry in the Countries/taxes list).
	Delete	Allows a user to remove the selected entry from the Countries/taxes list (to select a country/tax, select a check box next to a corresponding entry in the Countries/taxes list).
	Change	Allows a user to edit the selected entry in the Countries/taxes list (to select a country/tax, select a check box next to a corresponding entry in the Countries/taxes list).
	New	Allows a user to add a country/tax to the Countries/taxes list.

Use the controls in the top right corner of the page to define the default settings for taxes counting.

Click Save () at the top of the bottom to save the settings.

To add a new country/tax:

1. Go to Subscriptions -> Countries/taxes list in the left menu.
2. Click the New icon at the top of the page.

3. Fill in the form fields as described in the following table:

   Field	Step
   Country details	Select the country or state (for the USA) that you want to add to the Countries/taxes list.
   Tax details
   Tax type	Select the type of the created tax: Percentage - the percent rate of the payment sum; Additional - the amount that will be added to the payment sum.
   Tax amount	Enter the percent rate or the amount of the tax.
   Publishing info	Select Yes if you want to publish the tax; otherwise select No.

4. At the top of the page click Save () to save the created tax or Cancel () to discard the changes.

The Payment Processors form lists all possible means of paying for the courses. To view the list of used payment processors, go to Subscriptions -> Payment Processors in the left menu.

Please note that the payment processors are predefined by the system - therefore, you cannot add anything to the list. However, it is possible to edit the existing payment processors, to modify their names for your convenience or delete the payment processor that will not be used within your system.

To manage the list of processors and their settings, use the following icons at the top of the page:

Icon	Name	Description
	Default	Allows a user to make the selected payment processor default (to select a processor, select a check box next to a corresponding entry in the Payment Processors list). The default method is automatically selected when the Subscription form is displayed.
	Delete	Allows a user to delete the selected payment processor (to select a processor, select a check box next to a corresponding entry in the Payment Processors list).
	Change	Allows a user to edit the settings of the selected payment processor (to select a processor, select a check box next to a corresponding entry in the Payment Processors list).

To edit the settings of a payment processor:

1. Go to Subscriptions - > Payment Processors in the left menu
2. Select a check box next to a corresponding entry in the list.
3. Click the Edit icon () at the top of the page.
4. Fill in the form fields as described below:

A.WorldPay Select Junior

B. PayPal Standard

C. 2CheckOut

D. Authorize.net

E. Offline Bank Transfer

Enter the processor's name if you want to modify it, enter the description of this processor and in the 'Payment page' field enter the text which will be shown once a user decides to make the payment using this processor. You can enter your bank payment account info and more detailed instructions here. Use constants {ORDER_ID},  {TOTAL} and (invoice) to place information about ORDER ID, fee amount and invoice.  Define whether a PDF invoice is required and select a corresponding option: Never or Pending.

The system allows you to create discounts for different subscriptions. To view existing discounts enter Subscriptions->Discounts list in the left menu. A list of discounts will open:

To manage the list of discounts and their settings, use the following icons at the top of the page:

Icon	Name	Description
	New	Allows a user to create a new discount and configure its settings.
	Remove	Allows a user to delete the selected discount (to select a discount, select a check box next to a corresponding entry in the Discounts' list).
	Change	Allows a user to edit the settings of the selected discount (to select a discount, select a check box next to a corresponding entry in the Discounts' list).
	Enable	Allows a users to enable the discount thus making it available for users on the Front-end (to select a discount, select a check box next to a corresponding entry in the Discounts' list).
	Disable	Allows a users to disable the discount thus making it unavailable for users on the Front-end (to select a discount, select a check box next to a corresponding entry in the Discounts' list).

To create a new discount click on the New () button at the top of the page. The following form will open:

Fill in the fields of the form as described below:

Field	Step
Name	Enter the discount name.
Enabled	Select Yes if you wish to enable this discount thus making it available for users at the Front-end; otherwise select No.
Discount type	Select the type of the discount Total - the discount amount is taken from the total payment sum; Percent - the discount amount in percentage is taken from the payment sum for each subscription in the cart.
Discount value	Enter the amount to be taken from the payment sum.
Start date	Enter the date when the discount becomes available. Use the button to select the date. If only starting date is selected the discount will be available only after the specified date.
End date	Enter the date when the discount becomes unavailable. Use the button to select the date. If only end date is selected the discount will be available only till the specified date.
Limited to	If you wish this discount not to be available for everyone or for any subscription specify usergroups/subscriptions/users for which this discount will be available.

Click the Save icon () at the top of the page to save the changes; click the Cancel icon () to discard changes.

The system allows you to create discount coupons for different subscriptions. To receive a discount provided by a discount coupon a user needs to enter the code of the coupon in the Front-end. To view existing discount coupons enter Subscriptions->Discount coupons list in the left menu. A list of discount coupons will open:

To manage the list of discount coupons and their settings, use the following icons at the top of the page:

Icon	Name	Description
	New	Allows a user to create a new discount coupon and configure its settings.
	Remove	Allows a user to delete the selected discount coupon (to select a discount coupon, select a check box next to a corresponding entry in the Discount coupons' list).
	Change	Allows a user to edit the settings of the selected discount coupon (to select a discount coupon, select a check box next to a corresponding entry in the Discount coupons' list).
	Enable	Allows a users to enable the discount coupon thus making it available for users on the Front-end who know the necessary code (to select a discount coupon, select a check box next to a corresponding entry in the Discount coupons' list).
	Disable	Allows a users to disable the discount coupon thus making it unavailable for users on the Front-end (to select a discount coupon, select a check box next to a corresponding entry in the Discount coupons' list).

To create a new discount coupon click on the New () button at the top of the page. The following form will open:

Fill in the fields of the form as described below:

Field	Step
Name	Enter the discount coupon name.
Code	Enter the code that activates discount for a user who enters it when purchasing a subscription.
Enabled	Select Yes if you wish to enable this discount coupon thus making it available to use for users at the Front-end; otherwise select No.
Discount type	Select the type of the discount for this coupon Total - the discount amount is taken from the total payment sum; Percent - the discount amount in percentage is taken from the payment sum for each subscription in the cart.
Discount value	Enter the amount to be taken from the payment sum.
Start date	Enter the date when the discount coupon becomes available. Use the button to select the date. If only starting date is selected the discount coupon will be available only after the specified date.
End date	Enter the date when the discount coupon becomes unavailable. Use the button to select the date. If only end date is selected the discount coupon will be available only till the specified date.
Limited to	If you wish this discount coupon not to be available for everyone who knows the code or for any subscription specify usergroups/subscriptions/users for which this discount will be available.

Click the Save icon () at the top of the page to save the changes; click the Cancel icon () to discard changes.

The system allows you to view the statistics of using discount coupons. To view statistics enter Subscriptions->Coupons usage statistics in the left menu. The following page will open:

Every entry is described by the following data:

• Coupon code - the code that allows to receive a discount on this coupon;
• Username - the name of the user who has used the coupon; 
• Name – the name of the user who has used the coupon;
• Email- the email of the user who has used the coupon;
• Date - date when the Student has used the coupon;
• Payment id- then number of the payment made with the discount on this coupon;

It is possible to edit the discount coupont by clicking on the name of the necessary coupon. After configuring the coupon click the Save icon () at the top of the page to save the changes; click the Cancel icon () to discard changes.