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IMPORTANT

This is the outdated SI-documentation which will be adapted soon. A huge part may be obsolete!

Payplans Workflow

PayPlans is a Joomla! extension that allows site owners to create and sell subscription plans to their users. For those that are new to PayPlans or want to get to know a little about how PayPlans works, read through this documentation to get a basic idea.


Creating Plans to Sell

First, you need to create plans to sell your membership. This is an essential first step because you would need to associate apps and payment gateways later on with plans.

  1. Go to the Plans tab of PayPlans in the backend.
  2. Click on the Plans link followed by the New button at the top left to start plan creation.
  3. To show plans to users, you would need to create a menu item(menu item type: Display Plans/Groups).

Setting up a Payment Gateway

To process online payments automatically, Payment gateway is required. PayPlans has integration with many popular payment gateways.

  1. To setup payment method refer this document
  2. Click on the New button to load the payment method creation page.
  3. In the payment method creation page, choose a payment gateway that you plan to provide for your customers.

Customers Subscribing to Plans

  • Provided that you have created the Display Plans/Groups menu item, available plans will be displayed to customers under this menu item in the front-end. They can subscribe to plans by clicking on the Subscribe Now button.

PayPlans Workflow

  • After clicking on the Subscribe Now button, the user will be redirected to the order confirmation/checkout page. In this checkout page, users will be able to key in billing details, choose a payment method and register/login(required).

  • Upon clicking the Check Out button, users will be redirected to the payment page of the chosen payment method and complete their payment there. Alternatively, users may also cancel the payment by clicking on the Cancel and Return button.

PayPlans Workflow

  • Once the payment completes successfully, users will be redirected to a thank you page on PayPlans with a button to redirect users to their plans dashboard.

PayPlans Workflow


Invoices

  • In user's plans dashboard, a list of plans belonging to the user will be displayed, including activated and non-activated plans.

  • In each of these plans, there will be an 'Invoices' link which users can click on to access the invoice of the respective plan. Invoices can be viewed, downloaded and printed.

PayPlans Workflow

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