Jun 122020
 

Simple Membership Payments And Transactions shows you how to setup PayPal, Stripe and Braintree payment buttons and more.

Last Updated: October 9, 2020

Latest News: Updated the documentation.

These settings allow you to set up a PayPal, Stripe and Braintree account for your premium membership levels that requires a payment method. Remember that you can also have free membership levels added to your site as well.

These instructions are very simple to follow.

What You Need:

Simple Membership Payments And Transactions

Step 1 ) The following image Simple Membership::Payments allows you to select from the following tabs. To access this option go to WP Membership -> Payments on the admin menu.

  • Transactions
  • Manage Payment Buttons
  • Create New Button

You can keep transaction records here for future reference or you can delete the transaction record for one or all members.

wordpress-simple-membership-payment-records-new

Transactions

Step 2 ) Once you start receiving payments in your site, you will have the option to search for a transaction by using email, name or transaction ID. You can also organize how you want your transactions displayed.

The following are fields that will help you identify the payment transaction carried out on your website by your new members.

  • Row ID
  • Email Address
  • First Name
  • Last Name
  • Member Profile
  • Date
  • Transaction ID
  • Subscriber ID
  • Amount
  • Membership Level

Step 2-a ) You can also click on Add a Transaction Manually button to manually create transactions. This can be useful if you manually accept cash payment for your memberships. 

Create New Button

Step 3 ) The following image Create New Button allows you to select from one of the following buttons.

  • PayPal Buy Now
  • PayPal Subscription
  • PayPal Smart Checkout
  • Stripe Buy Now
  • Stripe Subscription
  • Stripe SCA Buy Now
  • Stripe SCA Subscription
  • Braintree Buy Now
  • Once you have selected which button to create click on Next button.

wordpress-simple-membership-create-new-button-updated

PayPal Buy Now Button Setup

Step 4 ) After you select PayPal Buy Now button from Step 3 ) above, you will have the following options to set up.

  • Button Title = Note: Make sure you don’t add too many characters for the button title. If you do PayPal might not include the¬†“Item Name” in the receipt for the transactions. Check the following support thread to learn more.
  • Membership Level
  • Payment Amount
  • Payment Currency
  • Return URL = You can add a shortcode¬†[swpm_thank_you_page_registration] in the thank you page.
  • PayPal Email
  • Button Image URL
  • Custom Checkout Page Logo Image
  • Click on Save Payment Data when you finish setting up the button.

PayPal Subscription Button Setup

Step 5 ) After you select PayPal Subscription button from Step 3 ) above, you will have the following options to set up.

PayPal Subscription Button Configuration

  • Button Title¬†= Note: Make sure you don’t add too many characters for the button title. If you do PayPal might not include the¬†“Item Name” in the receipt for the transactions. Check the following support thread to learn more.
  • Membership Level
  • Payment Currency
  • PayPal Email
  • Billing Amount Each Cycle
  • Billing Cycle
  • Billing Cycle Count
  • Re-attempt on Failure

Trial Billing Details (Leave empty if you are not offering a trial period)

  • Trial Billing Amount
  • Trial Billing Period

Optional Details

  • Return URL = You can add a shortcode¬†[swpm_thank_you_page_registration] in the thank you page.
  • Button Image URL
  • Custom Checkout Page Logo Image
  • Click on Save Payment Data when you finish setting up the button.

PayPal Smart Checkout Button Setup

Step 6 ) After you select PayPal Smart Checkout button from Step 3 ) above, you will have the following options to set up.

PayPal Smart Checkout Button Configuration Setup

  • Button Title
  • Membership Level
  • Payment Amount
  • Payment Currency

PayPal Smart Checkout API Credentials (you can get this from your PayPal account)

  • Live Client ID
  • Live Secret
  • Sandbox Client ID
  • Sandbox Secret

Button Appearance Settings

Size

  • Medium
  • Large
  • Responsive

Color

  • Gold
  • Blue
  • Silver
  • Black

Shape

  • Rectangular
  • Pill

Layout

  • Vertical
  • Horizontal

Additional Settings

Payment Methods

  • PayPal Credit
  • ELV

The following details are optional

  • Return URL
  • Click on Save Payment Data when you finish setting up the button.

Stripe Buy Now Button Setup

Note: In plugin version 3.4.6 a class was added that allows you to customize the Stripe and Braintree buttons style. 

Info: The Stripe SCA Buy Now and Stripe SCA Subscription buttons settings are very similar to the normal Stripe Buy Now and Stripe Subscription buttons.

Step 7 ) After you select Stripe Buy Now button from Step 3 ) above, you will have the following options to set up.

Stripe Buy Now Button Configuration

  • Button Title
  • Membership Level
  • Payment Amount
  • Payment Currency

Stripe API keys. You can get this from your Stripe account.

  • Test Secret Key
  • Test Publishable Key
  • Live Secret Key
  • Live Publishable Key

The following details are optional.

  • Collect Customer Address
  • Return URL
  • Click on Save Payment Data when you finish setting up the button.

Stripe Subscription Button Setup

Step 8 ) After you select Stripe Subscription button from Step 3 ) above, you will have the following options to set up.

Stripe Subscription Button Configuration

  • Button Title
  • Membership Level
  • Stripe API ID
  • Trial Period

Stripe API Settings

  • Use Global API Keys Settings
  • Test Publishable Key
  • Test Secret Key
  • Live Publishable Key
  • Live Secret Key
  • Webhook Endpoint URL

Optional Details

  • Collect Customer Address
  • Return URL
  • Button Image URL
  • Click on Save Payment Data when you finish setting up the button.

Braintree Buy Now Button Setup

Step 9 ) After you select Braintree Buy Now button from Step 3 ) above, you will have the following options to set up.

Braintree Buy Now Button Configuration

  • Button Title
  • Membership Level
  • Payment Amount

Braintree API keys. You can get this from your Braintree account.

  • Merchant ID
  • Public Key
  • Private Key
  • Merchant Account ID

The following details are optional.

  • Return URL
  • Click on Save Payment Data when you finish setting up the button.

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FAQ

Q1 Do you support Payfast payment gateway?

Answer: No. You can check the following support thread to learn more. 

===========

Q2 Does the WooCommerce Payment Integration addon, work with recurring payments with Woocommerce?

Answer: Yes, the woocommerce subscription addon should work fine. Check the following support thread to learn more.

===========

Q3 What is the best method to manage Stripe and PayPal subscription cancellations?

Answer: The best practice for a subscription payment is to cancel it from the payment gateway (from your merchant account). This is same for both PayPal and Stripe. When you (the site admin) cancel a subscription payment, our plugin will receive a notification and it will disable the member’s account. Check the following support thread for more information.

===========

Q4 I have a member who wanted to update their credit card details ahead of the subscription renewal. They logged in and purchased a new subscription using a new credit card; this extended their membership as expected. However Stripe now shows two active subscriptions for the same user. Can I delete the old credit card?

Answer: Normally, stripe takes care of a card update automatically (for example: if the card expired). So the user shouldn’t have to do anything for it. If the user is making a NEW purchase then the old one needs to be cancelled (it won’t cancel automatically). Check the following support thread for more information.

===========

Q5 What happens when a subscription is cancelled?

PayPal Solution: Check the following URL What happens when a subscription is cancelled? to learn more.

Stripe Solution: Check the following URL How can I cancel a Stripe subscription as a merchant? to learn more.

===========

Q6 How do members cancel their PayPal or Stripe subscription?

Solution: If it is a PayPal subscription account, the member has to delete the subscription from their PayPal account. If it is a Stripe subscription, they can click on the Delete Account link found in their profile page if the following feature Allow Account Deletion is enabled. The following forum post has more information.

==============================

Troubleshooting

Q1 I have followed to the letter the setup guide for Stripe SCA Subscription buttons. However, I am still getting an error ‚Äď No such plan: ( the ID that comes up is the same as the one created in stripe for payment).

Answer: Normally, users make the mistake of taking the product ID (instead of the plan ID) and enter that into the plugin‚Äôs configuration. Have a look at the ID value that you are entering. Does it have the word ‚Äúplan‚ÄĚ in there? If not then you are not entering the plan ID which is why it is causing the issue. You will need to click on the subscription details to see the plan and get the plan ID from that interface (of your Stripe account). You can check the following support thread to learn more.¬†

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Q2 When I use recurring payment using the Stripe Subscription payment button, when the plan is upgraded, no data is inserted in ‚Äėwp_swpm_payments_tbl‚Äô table. How do I fix this issue?

Answer: It should insert the payment data for Stripe subscription also. Are you using the new SCA stripe buttons? Check the following support thread to learn more.

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Q3 When PayPal receipt is sent to my customers, the item information is blank. How can I fix that?

Answer: The receipt suppose to have an “Item Name” for the transaction and it does if the payment button has been configured correctly.¬†There are some limitations with the PayPal API in terms of how many characters can be sent to PayPal for the item name. Also, the PayPal smart payment buttons have completely different API. Check the following support thread to learn more.¬†

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Click on the following URL Add-ons to continue with the settings.

If you have any questions please let me know.

Enjoy.

Simple Membership Plugin Tutorial List:

I have been working in IT since 1999 and I enjoy the challenges it brings me. I love developing websites with WordPress. I spend a lot of time helping out in wordpress.org forums. I have been writing tutorials since 2011. Now I am learning how to manage my own VPS "Virtual Private Server.

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