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;
• 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.

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), discount value and the date of subscription creation, ID.

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

Icon	Name	Description
	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.
	Edit	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 or go to Subscriptions > New subscription in the left menu. As a result, the Add subscription form will be displayed.

2. Fill out 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.

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. 

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; 
• Status – order status: pending or completed;
• Processor - means of payment;
• Date - date when the Student has subscribed for the course;
• Txn id;
• Invoice - in this column you can view all the invoices by clicking the View invoice link.

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

Icon	Name	Description
	Edit	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.

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 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 learn about the option activation, see the Payment Settings section.

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).
	Edit	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.

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 out 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).
	Edit	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 out 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.