If you need to create a subscription that will charge a card automatically at whatever interval you need (e.g. a monthly subscription), PayPal has an excellent tool for facilitating such payments.
PLEASE NOTE that creating a payment tool like this will bypass our shopping cart entirely and will exclusively use PayPal to complete the payments. Because of this, if you are using this for a product or a class in the system, you will need to zero out all price information in the Price and Sale Price fields (as well as Web Price and Web Sale Price, if you use those). Similarly, you will want to turn off the Add to Cart buttons. The system cannot track inventory for such sales, either, and if you do it for a class, anyone paying this way will NOT go onto the Classes report. To show the information on the web page, please use the Long Description for the product or class.
Here are the steps in PayPal to set up your subscription button. Log into your PayPal account and do the following:
- Go to your Profile.
- Click on My Selling Tools
- Click on the Update link for My PayPal Buttons.
- Click on the right to Create New button.
- If you're doing a subscription where it will be charging the customer a certain amount each month, like for a BOM, choose Subscription.
- Fill out the information as you prefer, and when you're finished, click Create Button.
- PayPal will give you html code you need to highlight and copy.
You're done in PayPal after that, next log into our system and do the following:
- Go next to our system, go into Products or Classes and search for the item you want to work with, click on it to open it in Edit view.
- Make sure the Show Add to Cart Button is set to Off.
- Go to the Price. Make sure the price is 0 and Sale Price as well. Our shopping cart will not be processing the subscription, so you need to not have the price listed in the normal place.
- Go to Descriptions. In both the Short and Long Description, list your pricing for the subscription. In the Long Description, click at the bottom of the text and hit Enter a couple of times to add some space.
- Find the Source Code button: it is to the left of Formats and looks like this: < >
- Go to the bottom of the code that's there, click with your mouse to get the cursor blinking at the end of the code and then hit Enter to go to a new line.
- Paste the code you copied from PayPal (Ctrl V in Windows, Command V on a Mac).
- Save the product or class, then go to the web page view of the item to make sure your button is showing up correctly.