Customer Settings - WP Simple Pay Documentation

Customer Settings

WP Simple Pay offers a settings area to control how Customers can manage their Subscriptions. These settings can be found in Simple Pay Pro → Settings → Customers  → Subscription Management

In order to allow customers to update their subscription payment details, you must set up a webhook endpoint in Stripe.

Only Subscriptions created with WP Simple Pay 3.7.0 or later will automatically receive email reminders. See how to allow reminders for previously created Subscriptions.

Note: Subscription capabilities are included with a Plus or higher license.

Note: WP Simple Pay does not store any Customer records on-site, nor does it create WordPress user accounts for any purchases. Customers referenced in this article refer to Stripe Customer records.

WP Simple Pay’s cart-free and account-free nature means there is no “my account” area to retrieve and manage past purchases. To ensure your customers can access their previous purchases ensure you have enabled the “Upcoming Invoice” email and utilized the {update-payment-method-url} template tag which provides Customers with a unique URL that can be used to manage the Subscription.

Subscription Management

Control how Customers can manage their Subscription.

  • None
    When a Customer returns to their Payment Receipt only the original receipt details will be available. The Subscription is only managed by the site owner.
  • On-Site
    Allow Customers to update their Subscription’s Payment Method through one of the Payment Form’s available methods.
  • Stripe Customer Portal
    Manage the subscription through Stripe’s hosted Customer Portal. The Customer Portal can be configured to allow the Payment Method to be updated and the Subscription Plan to be managed.

Cancel Subscriptions

If using the “On-Site” method for updating Subscriptions you can choose to give Customers the ability to cancel their own Subscription (this setting is managed in Stripe if using the Customer Portal).

  • Cancel immediately
    Immediately cancels the Subscription which cannot be reactivated.
  • Cancel at end of billing period
    Cancels the Subscription at the end of the current billing period. Before the billing period ends the Subscription can be reactivated for continued billing.

Allowing Subscription Management for Subscriptions Created Prior to Version 3.7.0

Subscriptions that were purchased prior to WP Simple Pay 3.7.0, or created manually in Stripe, will not receive Upcoming Invoice email reminders. These Subscriptions will not contain the necessary identifying information WP Simple Pay uses to determine the validity of a Subscription.

In order to send emails for these Subscriptions the Subscription must contain the following pieces of Metadata:

  • simpay_form_id
  • simpay_subscription_key

When viewing the Subscription in the Stripe dashboard, click “Edit” in the “Metadata” section:

Add the aforementioned pieces of metadata. simpay_form_id should match the ID of the payment form the Subscription originated from. simpay_subscription_key can be any arbitrary unique string. simpay_subscription_key is used by WP Simple Pay to create a URL to the Payment Confirmation page containing the Update Payment Method form.

Updated on December 2, 2020

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