WP Simple Pay Documentation

Documentation, Reference Materials, and Tutorials for WP Simple Pay

How to Configure the Customer Subscription Management Settings

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

subscription management settings

Only Subscriptions created with WP Simple Pay will automatically receive email reminders. See how to allow reminders for Subscriptions created outside WP Simple Pay.

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 “account area” for your customers to retrieve and manage past purchases.

To ensure your customers can access their previous purchases, make sure 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 Management for Subscriptions Created Without WP Simple Pay

Subscriptions that were created without WP Simple Pay, 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.

When viewing the Subscription in the Stripe dashboard, click Edit metadata in the Metadata section.

Subscription management metadata in Stripe

In order to send emails for these subscriptions, the subscription must contain the following pieces of metadata:

  • simpay_form_id the ID of the payment form to associate the payment with
  • simpay_subscription_key a random, unique key used to for customer subscription management such as a UUID

If the subscription was created without WP Simple Pay, you can use one of your existing subscription form IDs, or create a new subscription form to be used.

The payment form ID must exist within WP Simple Pay for the subscription management to work.

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