{"id":1167,"date":"2021-01-21T14:56:51","date_gmt":"2021-01-21T14:56:51","guid":{"rendered":"https:\/\/ccbill.com\/kb\/?p=1167"},"modified":"2023-03-07T11:38:14","modified_gmt":"2023-03-07T11:38:14","slug":"woocommerce-recurring-payments","status":"publish","type":"post","link":"https:\/\/ccbill.com\/kb\/woocommerce-recurring-payments","title":{"rendered":"How to Set Up Recurring Payments in WooCommerce"},"content":{"rendered":"

Introduction<\/p>\n\n\n

An eCommerce store<\/a> needs to offer a broad array of products and services, such as tangible products, memberships, subscriptions, recurring product refills, and upgrades to be competitive.<\/p>\n\n\n\n

WooCommerce<\/a> is an established shopping cart solution primarily used to sell tangibles and downloadable digital content. Extending the WooCommerce platform to include memberships and subscriptions can provide a stable source of revenue and expand your customer base substantially. <\/p>\n\n\n\n

Learn how to set up recurring payments in WooCommerce<\/strong> and automate billing on your website<\/a>.<\/p>\n\n\n\n

\"A<\/figure>\n\n\n\n

Memberships and Subscriptions in WooCommerce<\/h2>\n\n\n\n

Membership websites restrict access to specific products, areas, or exclusive content, only allowing entry to registered members. Users become members and gain access after buying a product or registering for a free account. You can use a member\u2019s area to extend new benefits and services to members, such as exclusive discounts and other perks.<\/p>\n\n\n\n

To maximize earnings, you can also charge customers a periodically recurring fee (weekly, monthly, yearly) to access the password-protected member\u2019s area. Paying the subscription fee<\/strong> allows customers to use or access digital products, physical goods, and streaming media content within the protected area for the duration of the subscription<\/a>. <\/p>\n\n\n\n

Plugins like WooCommerce Memberships<\/strong> and WooCommerce Subscriptions<\/strong> help you set up, automate, and manage member\u2019s area access.<\/p>\n\n\n\n

\n\n\n\n

Note:<\/strong> Learn all about the differences and similarities between the terms Subscription and Membership<\/a>.<\/p>\n\n\n\n

\n\n\n\n

Automated Recurring Billing in WooCommerce<\/h2>\n\n\n\n

Asking customers to manually repeat the payment process once their subscription ends increases churn rates<\/a>.<\/p>\n\n\n\n

An automated recurring billing system <\/strong>improves customer experience and automatically charges and extends customers\u2019 subscriptions once they expire. Recurring revenue<\/a> is a beneficial model for eCommerce merchants<\/a> and a highly convenient payment method for customers.<\/p>\n\n\n\n

To set up recurring payments<\/a> in WooCommerce, you need to integrate a payment gateway<\/a> that offers an automated billing solution. WooCommerce payment gateway extensions provide varying levels of control over customer data and might require additional paid solutions to support recurring payments. <\/p>\n\n\n\n

A cost-effective alternative is to use an all-in-one payment services platform that provides a complete recurring payment solution and automated subscription system.<\/p>\n\n\n\n

\n\n\n\n

Note:<\/strong> Learn everything you need to know about Monthly Recurring Revenue (MRR) by reading our post What Is MRR<\/a>.<\/p>\n\n\n\n

\n\n\n\n

Setting Up Memberships in WooCommerce<\/h2>\n\n\n\n

The WooCommerce Memberships <\/strong>plugin by SkyVerge<\/em> costs $199 per year<\/strong>. This plugin helps you integrate a membership system with WooCommerce and restrict access to specific product categories, pages, tags, and posts.<\/p>\n\n\n\n

By dripping content<\/em> or product access over time, you can also reward long-term membership and provide discount incentives for members.<\/p>\n\n\n\n

Step 1: Install WooCommerce Memberships<\/h3>\n\n\n\n

After purchasing and downloading the WooCommerce Memberships<\/em> plugin<\/a>, access the WordPress dashboard:<\/p>\n\n\n\n

1. Click Add New<\/strong> in the Plugins<\/em> menu. <\/p>\n\n\n\n

2. Select the Upload Plugin<\/strong> option.<\/p>\n\n\n\n

\"Location<\/figure>\n\n\n\n

3. Use Choose File<\/strong> to select and upload the WooCommerce Memberships <\/em>zip file to WordPress.<\/p>\n\n\n\n

4. Click Install Now<\/strong> to install the WooCommerce Memberships<\/em> plugin.<\/p>\n\n\n\n

\"Upload<\/figure>\n\n\n\n

5. To start using the plugin, click Activate Plugin.<\/strong> <\/p>\n\n\n\n

\"Activate<\/figure>\n\n\n\n

Next, create a WooCommerce product that grants customers access to the membership.<\/p>\n\n\n\n

Step 2: Create Membership Product<\/h3>\n\n\n\n

There are no strict rules for the type of product you need to create. A membership can be a standalone product or an add-on for purchasing other products.<\/p>\n\n\n\n

1. Select the Add New<\/strong> option in the Products<\/em> menu.<\/p>\n\n\n\n

2. Enter the Product<\/strong> name<\/strong>, for example, Silver Membership Plan.<\/em> <\/p>\n\n\n\n

3. Type a product Description<\/strong>.<\/p>\n\n\n\n

\"Add<\/figure>\n\n\n\n

4. Scroll down and choose the Product Type<\/strong> from the dropdown menu, for example, Simple product.<\/em><\/p>\n\n\n\n

5. Check the box to specify if the product is Virtual<\/strong> or Downloadable<\/strong>.<\/p>\n\n\n\n

\"Define<\/figure>\n\n\n\n

6. Enter the product\u2019s price in the Regular price<\/strong> field. <\/p>\n\n\n\n

7. Type a Short product description <\/strong>that displays next to the product image on the website.<\/p>\n\n\n\n

\"Enter<\/figure>\n\n\n\n

8. The Preview<\/strong> or Preview Changes<\/strong> option lets you see how the product appears on the website.<\/p>\n\n\n

\n
\"Preview<\/figure><\/div>\n\n\n

9.  Click Publish<\/strong> or Update<\/strong> to save and publish the product.<\/p>\n\n\n

\n
\"Publish<\/figure><\/div>\n\n\n

If necessary, create multiple products before proceeding to set up membership plans.<\/p>\n\n\n\n

Step 3: Add New Membership Plan<\/h3>\n\n\n\n

To create a Membership Plan in WooCommerce:<\/p>\n\n\n\n

1. Select the Memberships<\/strong> option in the WooCommerce<\/em> menu. <\/p>\n\n\n\n

2. Click Add Membership Plan<\/strong>.<\/p>\n\n\n\n

\"Steps<\/figure>\n\n\n\n

3. Enter a Name<\/strong> for the Membership Plan. <\/p>\n\n\n\n

4. Add a Slug<\/strong> to identify the product more easily.<\/p>\n\n\n\n

\n\n\n\n

Note:<\/strong> A URL slug identifies a particular webpage in a user-friendly way. In this example, https:\/\/your-store.com\/silver-membership, the slug is silver-membership<\/em>.<\/p>\n\n\n\n

\n\n\n\n

5. The Grant access upon<\/strong> option lets you define when customers gain access to the membership, for example, upon product(s) purchase<\/strong>.<\/p>\n\n\n\n

\"Adding<\/figure>\n\n\n\n

6. Add the product or products created in Step 1<\/em>. By purchasing these products, customers gain access to the membership.<\/p>\n\n\n\n

7. Set the Membership length<\/strong>.<\/p>\n\n\n\n

8. Publish<\/strong> the membership plan or save it as a draft.<\/p>\n\n\n

\n
\"Publish<\/figure><\/div>\n\n\n

After creating the products and membership plans, you need to restrict access to members only.<\/p>\n\n\n\n

Step 4: Restrict Membership Content<\/h3>\n\n\n\n

A. The Restrict Content<\/strong> tab allows you to add rules for accessing pages, posts, and WooCommerce categories and tags.<\/p>\n\n\n\n

B. Use the Accessible<\/em> section to set up content dripping by specifying if content becomes available immediately or after a certain period.<\/p>\n\n\n

\n
\"Instructions<\/figure><\/div>\n\n\n

C. Restrict the viewing or purchasing of individual products within the Restrict Products<\/strong> tab. For example, allow non-members to see products but prevent them from purchasing before they become members.<\/p>\n\n\n

\n
\"Set<\/figure><\/div>\n\n\n

D. The WooCommerce Membership plugin adds a meta-box<\/strong> to new posts, pages, and products. Use the meta-box to restrict products to a membership plan, grant access to a specific plan, or configure membership discounts while creating or editing the product.<\/p>\n\n\n

\n
\"The<\/figure><\/div>\n\n\n

Saving the content automatically adds the meta-box rule to the selected membership plan.<\/p>\n\n\n\n

Step 5: Managing Memberships<\/h3>\n\n\n\n

The WooCommerce Memberships plugin enables merchants to manage memberships manually and interact with members.<\/p>\n\n\n\n

1. Select Memberships<\/strong> in the WooCommerce<\/em> menu.<\/p>\n\n\n\n

2. Expand the Members<\/strong> tab to access the members\u2019 list.<\/p>\n\n\n\n

3. Click Edit<\/strong> to open the individual member\u2019s management page.<\/p>\n\n\n\n

\"Managing<\/figure>\n\n\n\n

4. Use the membership page to edit the membership plan, expiration date, and other membership elements.<\/p>\n\n\n\n

\n\n\n\n

Note:<\/strong> The Import\/Export<\/strong> tab allows website owners to export or import members lists as CSV files.<\/p>\n\n\n\n

\n\n\n\n

5. <\/strong>The Membership notes<\/strong> section contains records of status changes and interactions with members. Manually add notes to track changes regarding user memberships.<\/p>\n\n\n\n

\"Edit<\/figure>\n\n\n\n

Memberships have a predefined expiration date. To offer free trials, recurring payments, and membership upgrades, you need to install the WooCommerce Subscriptions extension.<\/p>\n\n\n\n

Setting Up Recurring Payments with WooCommerce Subscriptions<\/h2>\n\n\n\n

At the time this article is written, the official WooCommerce Subscriptions<\/strong> plugin cost $199 annually<\/strong>, which includes product support.<\/p>\n\n\n\n

You can use WooCommerce Subscriptions to create and manage products with recurring payments and introduce subscriptions for physical or virtual services and products.<\/p>\n\n\n\n

Step 1: Install WooCommerce Subscriptions<\/h3>\n\n\n\n

To install the WooCommerce Subscriptions plugin:<\/p>\n\n\n\n

1. Purchase and download the extension from the official WooCommerce page<\/a>.<\/p>\n\n\n\n

2. Access the WordPress admin and select Add New<\/strong> in the Plugins<\/em> menu. <\/p>\n\n\n\n

3. Click the Upload Plugin<\/strong> option.<\/p>\n\n\n

\n
\"Upload<\/figure><\/div>\n\n\n

4. Use Choose File<\/strong> to upload the WooCommerce Subscriptions<\/em> .zip file.<\/p>\n\n\n\n

5. Click Install Now<\/strong> to install the plugin.<\/p>\n\n\n\n

\"Install<\/figure>\n\n\n\n

6. Once the installation is complete, click Activate Plugin<\/strong>.<\/p>\n\n\n\n

\"Activate<\/figure>\n\n\n\n

Step 2: Create Subscription Product<\/h3>\n\n\n\n

To create a subscription product:<\/p>\n\n\n\n

1. Select the Add New<\/strong> option in the Products<\/em> menu.<\/p>\n\n\n\n

2. Type the Product<\/strong> name<\/strong> for the subscription, for example, Blue Package.<\/em><\/p>\n\n\n\n

3. Enter a product Description<\/strong>. <\/p>\n\n\n\n

4. Define the Product category<\/strong> and add a Product image<\/strong>.<\/p>\n\n\n\n

\"Steps<\/figure>\n\n\n\n

5. Scroll down to the Product Data <\/strong>section and select Simple Subscription <\/strong>product type from the dropdown menu.<\/p>\n\n\n\n

6. Check the box to specify that the subscription product is Virtual<\/strong>.<\/strong><\/p>\n\n\n\n

7. (Optional) The Variable Subscription<\/strong> type allows you to offer several tiers of the same product. For example, customers can choose between the Standard, Advanced, and Premium subscription packages for the same product.<\/p>\n\n\n\n

\"Select<\/figure>\n\n\n\n

8. Enter the Subscription price<\/strong> and define how often the customer needs to pay the fee (daily, weekly, monthly, yearly).<\/p>\n\n\n\n

9. Decide if the subscription should automatically expire after a certain number of recurring fees or set the value to Never expire<\/strong>. The Never expire option keeps the subscription active until it is canceled<\/a>. <\/p>\n\n\n\n

10. (Optional) Set a free trial<\/strong> period for which the customer is not going to be charged.<\/p>\n\n\n\n

\"Enter<\/figure>\n\n\n\n

11. Enter a short description of the subscription in the Product short description<\/strong> field. The content of the field is displayed next to the product image on the website.<\/p>\n\n\n

\n
\"Type<\/figure><\/div>\n\n\n

Use the Preview<\/strong> option to check how the product appears on the website.<\/p>\n\n\n\n

\"Subscription<\/figure>\n\n\n\n

12. Create the product by clicking the Publish<\/strong> button.<\/p>\n\n\n\n

\"Publish<\/figure>\n\n\n\n

The WooCommerce Subscription plugin manages subscriptions in WooCommerce but does not charge customers. To charge customers automatically and regularly, you need to use a payment gateway<\/a> that supports recurring payments.<\/p>\n\n\n\n

Step 3: Configure Payment Gateway<\/h3>\n\n\n\n

Not all payment gateways provide support for automatic payments<\/a>. A list of recurring payment gateways supported by WooCommerce<\/a> is available on the official website.<\/p>\n\n\n\n

Payment gateway extensions not on the list can also support recurring payments in WooCommerce but might require custom solutions for full integration.<\/p>\n\n\n\n

After installing and downloading a payment gateway extension for WooCommerce:<\/p>\n\n\n\n

1. Click Settings<\/strong> in the WooCommerce<\/em> menu.<\/p>\n\n\n\n

2. Expand the Payments<\/strong> tab.<\/p>\n\n\n\n

3. Ensure that the payment method is enabled<\/strong> and click the name of the payment processor<\/a> you decided to use for recurring payments.<\/p>\n\n\n\n

Note:<\/strong> Read our article How to Choose a Payment Processor<\/a> to learn what functionalities a merchant would need.<\/p>\n\n\n

\n
\"Select<\/figure><\/div>\n\n\n

4. Configure the extension by entering the information provided by the payment processor. These typically include the payment form ID, an encryption key, currency, and other payment processor-specific information.<\/p>\n\n\n

\n
\"Configure<\/figure><\/div>\n\n\n

Gateways that only support non-recurring payments, such as checks or ACH Payments<\/a>, can only be used for subscription purchases when accepting manual renewals in your store.<\/p>\n\n\n\n

Step 4: Integrate WooCommerce Memberships and Subscriptions<\/h3>\n\n\n\n

By tying a membership plan to a subscription product, you ensure that the membership is active as long as the purchased subscription stays active.<\/p>\n\n\n\n

To add a subscription product to a membership plan:<\/p>\n\n\n\n

1. Select Memberships<\/strong> in the WooCommerce<\/em> menu. <\/p>\n\n\n\n

2. Click Add Membership Plan <\/strong>to create a new plan or Edit<\/strong> to change an existing plan.<\/p>\n\n\n\n

\"Steps<\/figure>\n\n\n\n

3. Enter the name of the membership plan.<\/p>\n\n\n\n

4. Add a user-friendly URL slug<\/strong>. <\/p>\n\n\n\n

5. Set the Grant access upon<\/strong> option to product(s) purchase<\/strong>.<\/p>\n\n\n

\n
\"Steps<\/figure><\/div>\n\n\n

6. Add the subscription product or products you created previously in the Products<\/strong> field. By purchasing the subscription product, customers gain access to the membership.<\/p>\n\n\n\n

7. Tie membership access to the subscription\u2019s billing by selecting subscription length<\/strong> within the Subscription-tied membership length<\/strong> setting.<\/p>\n\n\n

\n
\"Tie<\/figure><\/div>\n\n\n

8. Access the Restrict Content<\/strong> tab and add rules for accessing pages, posts, and WooCommerce categories and tags.<\/p>\n\n\n\n

9. Publish<\/strong> the membership plan tied to the subscription or save it as a draft.<\/p>\n\n\n\n

\"Add<\/figure>\n\n\n\n

Customers can now purchase recurring subscriptions and access their memberships as long as the subscription is active.<\/p>\n\n\n\n

Conclusion<\/p>\n\n\n\n

You have expanded your WooCommerce store and can now offer memberships and subscriptions on your website. The two solutions are fully integrated and provide a seamless purchasing experience for your customers.<\/p>\n\n\n\n

Use the many features available in WooCommerce Memberships and WooCommerce Subscriptions to combine subscriptions, discounts, upgrades, and other incentives and create a comprehensive eCommerce platform.<\/p>\n","protected":false},"excerpt":{"rendered":"

Find out how to integrate WooCommerce Memberships and WooCommerce Subscriptions to offer recurring payments in your store.<\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[12,13,15],"tags":[],"class_list":["post-1167","post","type-post","status-publish","format-standard","hentry","category-e-commerce","category-payment-processing","category-wordpress"],"acf":[],"yoast_head":"\nSet Up Recurring Payments in WooCommerce {How-to} | CCBill KB<\/title>\n<meta name=\"description\" content=\"A step-by-step guide explains how to set up recurring payments in WooCommerce and sell memberships and subscriptions on your website.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/ccbill.com\/kb\/woocommerce-recurring-payments\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Set Up Recurring Payments in WooCommerce {How-to} | CCBill KB\" \/>\n<meta property=\"og:description\" content=\"A step-by-step guide explains how to set up recurring payments in WooCommerce and sell memberships and subscriptions on your website.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/ccbill.com\/kb\/woocommerce-recurring-payments\" \/>\n<meta property=\"og:site_name\" content=\"CCBill Knowledge Base\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/ccbillBIZ\/\" \/>\n<meta property=\"article:published_time\" content=\"2021-01-21T14:56:51+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2023-03-07T11:38:14+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/ccbill.com\/kb\/wp-content\/uploads\/2021\/01\/how-to-set-up-recirring-payments-woocommerce2.png\" \/>\n<meta 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