SubscriptionBridge: recurring billing and subscription management system - Documentation - merchant_guide

Merchant Center Accounts

Anonymous (anonymous@undisclosed.example.com) — 2009-06-11T21:47:14+00:00

Merchant Center Accounts In the future you will be able to add additional accounts to your SubscriptionBridge Merchant Center. For example, you may create an account that is specific to one store vs. having access to all stores (as your master account does).

Adding a New Store

Anonymous (anonymous@undisclosed.example.com) — 2010-03-02T22:07:14+00:00

Adding a New Store A store corresponds to an independent subscription-based business. With SubscriptionBridge you will be able to run multiple subscription-based businesses through the same SubscriptionBridge account. Log into the Merchant Center and click on

Adding a Feature to a Package

Anonymous (anonymous@undisclosed.example.com) — 2010-12-03T20:44:41+00:00

Adding a Feature to a Package Please see the section that talks about Adding & Editing Packages.

Store Basics 101

Anonymous (anonymous@undisclosed.example.com) — 2012-05-13T01:25:21+00:00

Store Basics 101 A store corresponds to an independent subscription-based business. With SubscriptionBridge you can run unlimited subscription-based businesses through the same SubscriptionBridge account. Adding a Store To Add a store: * Log into the Merchant Center.

Sample Buttons

Anonymous (anonymous@undisclosed.example.com) — 2009-07-30T18:14:53+00:00

Sample Buttons The following code can be placed into any HTML web page. Be sure to replace the URL (text in between the quotes) with your own Package Link. To learn more about Package Links, including how to's, please review the Package Link Overview. CSS Button

Customizing the Store

Anonymous (anonymous@undisclosed.example.com) — 2012-05-13T01:41:06+00:00

Customizing the Store Display Settings On the store main menu find the icon that says “Display Settings”. The display settings will apply to both your Hosted Payment pages and Customer Center. Store Messages You can edit some of the messages shown in the SubscriptionBridge Customer Center and on the SubscriptionBridge Shopping Cart. These messages are not used by the

Applying a Discount to a Subscription

Anonymous (anonymous@undisclosed.example.com) — 2011-01-17T20:17:52+00:00

Applying a Discount to a Subscription You can apply a discount to an existing subscription by using Custom Subscription Adjustments. * The discount will be listed as a separate line item in the subscription summary * The discount applies to the recurring payment (it's not a one-time adjustment)

Editing an Existing Store

Anonymous (anonymous@undisclosed.example.com) — 2009-06-05T13:26:37+00:00

Editing an Existing Store After logging into the SubscriptionBridge Merchant Center, click on Stores in the navigation bar at the top: you will see a list of stores associated with your account. Unlimited Stores You can connect unlimited stores (i.e. different Web sites) to your SubscriptionBridge account and manage them all using the Merchant Center. This means that with one merchant account with your payment gateway, you can run multiple, subscription-based businesses.

Adding and Editing Features

Anonymous (anonymous@undisclosed.example.com) — 2010-05-05T18:05:59+00:00

Adding and Editing Features What a Feature is For a definition of what a Feature is in the SubscriptionBridge system, please see the Glossary. Adding a New Feature To add a new Feature to one of your stores, do the following: * Click on Stores in the Merchant Center navigation

Sample HTML Form

Anonymous (anonymous@undisclosed.example.com) — 2009-07-30T18:22:46+00:00

Sample HTML Form The following code can be placed into any HTML web page. Be sure to replace the URL (text in between the quotes) with your own Package Link. To learn more about Package Links, including how to's, please review the Package Link Overview. Simple HTML Form

Getting Started with the Merchant Center

Anonymous (anonymous@undisclosed.example.com) — 2012-05-13T21:30:59+00:00

Getting Started with the Merchant Center Familiarizing with SubscriptionBridge Before you get started with your SubscriptionBridge account, it makes sense to spend a few minutes reviewing some of the terms that you will find both in this User Guide and in the SubscriptionBridge

Importing Existing Subscriptions

Anonymous (anonymous@undisclosed.example.com) — 2011-06-08T05:44:40+00:00

Importing Existing Subscriptions Overview SubscriptionBridge was created to make it easy to manage subscriptions and simplify recurring billing tasks. If you are already using a recurring billing system such as PayPal Website Payment Pro Recurring Payments

Package Links

Anonymous (anonymous@undisclosed.example.com) — 2009-07-30T20:42:31+00:00

Package Links What is a Package Link? For a definition of what a Package Link is in the SubscriptionBridge system, please see the Glossary. Where can I find my Package Links? * Log in to the Subscription Bridge Merchant Center: * Select the appropriate store to expand its menu options

Cancellations

Anonymous (anonymous@undisclosed.example.com) — 2012-05-13T16:32:23+00:00

Cancellations Who can cancel a subscription Both customers and merchants can cancel a subscription. * Customers can cancel a subscription through the SubscriptionBridge Customer Center * Merchants can cancel a subscription from the subscription details page of the Merchant Center

One-time Charges

Anonymous (anonymous@undisclosed.example.com) — 2012-05-13T16:23:40+00:00

One-time Charges Overview There are scenarios in which you might need to create a balance on a customer account that is outside of the regular subscription payment. For example, a customer might owe you some money for certain one-time products or services that you might have provided. Or they might need to make a catch up payment for a previous, failed recurring payment, but the system reports no outstanding balance (e.g. the failed payment occurred before you started using SubscriptionBridge,…

Managing a Subscription: editing billing information

Anonymous (anonymous@undisclosed.example.com) — 2010-04-19T18:08:55+00:00

Managing a Subscription: editing billing information FIXME - Currently under construction.

Managing a Subscription: making other subscription adjustments

Anonymous (anonymous@undisclosed.example.com) — 2012-03-24T21:18:24+00:00

Managing a Subscription: making other subscription adjustments FIXME - Currently under construction.

Managing a Subscription: adding, editing and removing features

Anonymous (anonymous@undisclosed.example.com) — 2011-01-17T19:48:04+00:00

Managing a Subscription: adding, editing and removing features Overview If you have associated one or more features with a subscription package, you can then add/remove those features to/from a subscription. Customers can do the same if you have enabled their ability to do so in the

Managing a Subscription: switching from Trial to Full

Anonymous (anonymous@undisclosed.example.com) — 2010-09-01T08:09:00+00:00

Managing a Subscription: switching from Trial to Full Trial to Full: what it means Imagine you subscribe to an e-mail marketing service, which offers a free trial period during which you can only send a message to 25 recipients (e.g. the MailUp e-mail marketing system does exactly that). The trial might last 30 days or more, but you might be ready to commit to using the service after just a few days of testing it. In that scenario, you want to stop the trial, start the subscription, and have a…

Editing a Subscription

Anonymous (anonymous@undisclosed.example.com) — 2010-03-18T17:55:52+00:00

Editing a Subscription * Editing billing details * Switching from a Trial to a Full subscription * Adding and removing features * Making other subscription adjustments

Managing Subscriptions: Locate a Subscription

Anonymous (anonymous@undisclosed.example.com) — 2010-03-18T18:13:10+00:00

Managing Subscriptions: Locate a Subscription How to locate a subscription There are several ways to locate a subscription: * Subscriptions menu * Click on “My Stores” in top navigation, then select the store that you are working with *

Export to QuickBooks® (Beta)

Anonymous (anonymous@undisclosed.example.com) — 2010-11-16T17:55:59+00:00

Export to QuickBooks® (Beta) Overview QuickBooks® Sync is a new addition to SubscriptionBridge that allows merchants to synchronize recurring billing transactions and one-time payments with their QuickBooks Financials software. It takes advantage of the QuickBooks Web Connector to provide true synchronization capabilities, without needing to manually import and export data between your SubscriptionBridge account and your QuickBooks company file.

Manage Subscriptions

Anonymous (anonymous@undisclosed.example.com) — 2012-05-13T16:22:07+00:00

Manage Subscriptions * Managing Subscriptions * Locating a subscription * Editing a subscription * Editing billing details * Switching from a Trial to a Full subscription * Adding and removing features and custom subscription adjustments * Posting a balance (one time charges) * Applying a discount * Canceling a subscription * Importing Existing Subscriptions * Export to QuickBooks * Reports * SubscriptionBridge service pricing

Merchant User Guide

Anonymous (anonymous@undisclosed.example.com) — 2012-10-10T03:17:45+00:00

Merchant User Guide [SubscriptionBridge Merchant Center home page ] * Getting Started * Supported Payment Gateways * Managing Stores * Adding a New Store * Editing an Existing Store * Store Accounts * Store Messages * Notification Settings * Managing Products/Services * How it all works * Products & Plans * Features * Packages * Package Links * Testing * Testing buying/editing a subscription * Testing e-mail notifications * Managing Subscripti…

Store Messages

Anonymous (anonymous@undisclosed.example.com) — 2012-05-13T01:49:10+00:00

Store Messages You can edit some of the messages shown in the SubscriptionBridge Customer Center and on the SubscriptionBridge Shopping Cart. These messages are not used by the SubscriptionBridge API. Messages can be set for each of the languages that you have activated on your store.

Notifications: events posted to the Callback URL

Anonymous (anonymous@undisclosed.example.com) — 2012-06-07T04:51:22+00:00

Notifications: events posted to the Callback URL Overview This is a list of events that are posted to the Callback URL defined in the Notification Settings. Some of these events are configurable on the “Events” section of the Notification Settings page (e.g. how many days after a declined payment should SubscriptionBridge reminder a customer to pay the outstanding balance?), other are not (e.g. you have no control on

Notifications: List of E-mail Messages Sent

Anonymous (anonymous@undisclosed.example.com) — 2012-05-24T04:12:34+00:00

Notifications: List of E-mail Messages Sent Overview This is a list of e-mails that are sent to the customer, the merchant, or both. Some of these messages are sent automatically when events happened which are not configurable within SubscriptionBridge (e.g. a new customer purchases a subscription: you don't control when that happens). Others are sent when certain,

Notification Settings

Anonymous (anonymous@undisclosed.example.com) — 2012-05-13T01:52:19+00:00

Notification Settings Overview A core component of SubscriptionBridge is the system's ability to automatically notify you (the Merchant), your customers, and (if needed) an external system (e.g. your Web site) when certain events happen. Notification Types

Packages

Anonymous (anonymous@undisclosed.example.com) — 2012-08-13T09:22:23+00:00

Packages What a Package is For a definition of what a Package is in the SubscriptionBridge system, please see the Glossary. Adding a New Package A package is a combination of a Product, a Plan, and optionally one or more Features. Therefore, to create a new

Adding and Editing Plans

Anonymous (anonymous@undisclosed.example.com) — 2012-05-13T16:33:55+00:00

Adding and Editing Plans What a Plan is A plan defines the billing arrangement (see the Glossary). Plans are not product-specific. The same Plan (e.g. monthly payment, with a free 2-month trial) could well be shared across different subscription-based products and services.

Selling Subscription-based Products and Services

Anonymous (anonymous@undisclosed.example.com) — 2012-08-13T09:21:37+00:00

Selling Subscription-based Products and Services How it all works in the SubscriptionBridge System In your SubscriptionBridge Merchant Center you will... * create a product (e.g. “Featured Red Wines”) * create a plan (e.g. “Monthly Billing”) * create additional

Products and Plans

Anonymous (anonymous@undisclosed.example.com) — 2012-05-13T16:36:55+00:00

Products and Plans Products What a Product is For a definition of what a Product is in the SubscriptionBridge system, please see the Glossary. Adding a New Product To add a new Product to one of your stores, do the following: * Click on Stores in the Merchant Center navigation

Features

Anonymous (anonymous@undisclosed.example.com) — 2012-10-23T04:11:07+00:00

Features The following is a list of features supported by QuickBooks® Sync. Subscriptions * One-to-One Subscription Mapping (Map each Subscription to an individual item account in QuickBooks) * Generic Subscription Mapping (Match all Subscriptions to one generic item account in QuickBooks)

Getting Started

Anonymous (anonymous@undisclosed.example.com) — 2010-11-16T08:25:41+00:00

Getting Started Overview Before you can start using QuickBooks® Sync and successfully synchronize transactions with QuickBooks, there are a few steps that need to be taken to make sure that data can be correctly transferred between the two systems. If you are already an active QuickBooks user this should only take a few minutes.

Mapping

Anonymous (anonymous@undisclosed.example.com) — 2010-11-16T17:58:37+00:00

Mapping Overview When you first set out to use QuickBooks® Sync you may find mapping a bit confusing. The purpose of this overview is to explain the use of mapping. Essentially, mapping is a way to specify where subscriptions belong inside QuickBooks. For example, when subscriptions are transferred into QuickBooks, the application needs to know where to put your tax information. That is where mapping comes into place. Mapping is the way to tell ProductCart that your “CA Sales Tax” goes into th…

Preference

Anonymous (anonymous@undisclosed.example.com) — 2010-11-16T17:54:28+00:00

Preference Overview In the previous step you setup Web Connector. Now it is time to select your preferences. From the QuickBooks Sync main menu click “Preferences”. A screen will appear and display 4 options: * Account Preferences * Customer Preferences *

Web Connector Setup

Anonymous (anonymous@undisclosed.example.com) — 2010-11-16T08:51:14+00:00

Web Connector Setup Overview In the previous step you made sure that your QuickBooks company file was prepared to receive transactions from SubscriptionBridge. Now it is time to complete the simple setup process. Don't worry, it will not take long. To start, log into your Merchant Control panel. Next, select a store and click

System Requirements

Anonymous (anonymous@undisclosed.example.com) — 2010-11-16T07:58:20+00:00

System Requirements The following are the system requirements for using QuickBooks®** Sync. Your desktop * Windows XP, Vista or Windows 7, 32-bit (required by Web Connector) NOTE: We have used the Web Connector successfully with Windows 7 32-bit and 64-bit. However, we have seen reports of problems running Web Connector with 64-bit, and the downloadable version does not support MAC

Quick Start Guide

Anonymous (anonymous@undisclosed.example.com) — 2012-05-16T01:55:02+00:00

Quick Start Guide Before you Begin * If you haven't already, signup for our 90 Day Free Trial. * Take a few minutes to review the SubscriptionBridge Terminology. * Send us an email to schedule a Free Consultation. We can help you... * Choose a Payment Gateway * Choose an Integration Method * Learn more about our services

Store Settings

Anonymous (anonymous@undisclosed.example.com) — 2012-05-13T01:33:32+00:00

Store Settings Select a topic to learn more: * General Information * Payment Gateway * Languages * Countries and States * Tax Settings * Miscellaneous

Store Settings - Countries and States

Anonymous (anonymous@undisclosed.example.com) — 2010-03-02T20:59:47+00:00

Store Settings - Countries and States Here you can specify restrictions to where products are shipped. These settings only apply when using the SubscriptionBridge shopping cart (Simple Integration). If you are using a shopping cart that has been integrated with SubscriptionBridge, or if you are using the SubscriptionBridge

Store Settings - General Information

Anonymous (anonymous@undisclosed.example.com) — 2010-05-22T07:31:18+00:00

Store Settings - General Information Store Information * Name Enter a short name for your store. The Store Name will be used to reference this store throughout the SubscriptionBridge Merchant Center, in the Customer Center, and in the e-mail notifications that are sent by SubscriptionBridge.

Store Settings - Languages

Anonymous (anonymous@undisclosed.example.com) — 2010-03-02T20:56:45+00:00

Store Settings - Languages SubscriptionBridge supports a multilingual checkout process and Customer Center. Customers will be able to choose their language of choice among the ones that you have activated. Notification e-mails are also sent in the customer's language of choice.

Store Settings - Miscellaneous

Anonymous (anonymous@undisclosed.example.com) — 2010-03-02T20:55:56+00:00

Store Settings - Miscellaneous Available settings * Active You can turn the entire store on and off with one click. * Remote Ticket System SubscriptionBridge contains a basic Help Desk. From the SubscriptionBridge Customer Center, customers can contact you by opening a ticket through this Help Desk. However, you might already be using a separate ticket system and many want customers to open new tickets there instead. So here you can specify whether that is the case and the location (

Store Settings - Payment Gateway

Anonymous (anonymous@undisclosed.example.com) — 2011-01-13T23:56:39+00:00

Store Settings - Payment Gateway Supported Payment Gateways Choose the payment gateway that you will be using with this store, and enter the corresponding credentials. * Here is a list of currently supported payment gateways. * The credentials that you need to enter are different depending on the payment gateway that you will be using.

Store Settings - Tax Settings

Anonymous (anonymous@undisclosed.example.com) — 2010-03-02T20:58:10+00:00

Store Settings - Tax Settings When they are needed You only need to configure Tax Settings for a SubscriptionBridge store when you are using the SubscriptionBridge shopping cart (Simple Integration). If you are connecting to SubscriptionBridge using the SubscriptionBridge

Reports Metrics

Anonymous (anonymous@undisclosed.example.com) — 2012-05-13T16:32:41+00:00

Reports Metrics How to access reports In the SubscriptionBridge Merchant Center, click on Reports to access the subscription reporting area. The Reports page is organized as follows. * Date Rage: On the left side, select a date range for which the reports is created.

SubscriptionBridge Service Pricing

Anonymous (anonymous@undisclosed.example.com) — 2011-06-08T22:33:23+00:00

SubscriptionBridge Service Pricing Pricing Policy The SubscriptionBridge merchants pay for the service based on the number of active subscribers managed through their account. For detailed pricing information, please see: Definition of Active Subscriber

Testing E-mail Notifications

Anonymous (anonymous@undisclosed.example.com) — 2010-05-07T07:24:08+00:00

Testing E-mail Notifications E-mail notifications are a very important part of SubscriptionBridge. You can test how some of the messages will look (e.g. does your logo look OK? Which font do you prefer using?) by following these steps: * Select the store that you want to work with

Using SubscriptionBridge in a testing environment

Anonymous (anonymous@undisclosed.example.com) — 2011-01-14T00:46:52+00:00

Using SubscriptionBridge in a testing environment Overview This article provides information on how to “test” the process of buying and managing a subscription with SubscriptionBridge. How and what to test can vary depending on the payment gateway that you have associated with your SubscriptionBridge-based store. So the rest of the article is divided into sections that are specific to each payment system. The natural way to test SubscriptionBridge is by using the Test Payment Gateway, so we'l…

Sample Text Links

Anonymous (anonymous@undisclosed.example.com) — 2009-07-30T18:15:21+00:00

Sample Text Links The following code can be placed into any HTML web page or email. Be sure to replace the URL (text in between the quotes) with your own Package Link. To learn more about Package Links, including how to's, please review the Package Link Overview. Buy Now

Subscription Upgrades and Downgrades

Anonymous (anonymous@undisclosed.example.com) — 2011-01-20T21:05:43+00:00

Subscription Upgrades and Downgrades When an upgrade/downgrade is available When two Products share the same Plan within the same Store, you can allow customers to move between the subscription Packages that are a combination of Products using that same Plan. Under Store Settings > Miscellaneous