Setting Up Your WooCommerce Store for Subscription Billing
- Upload the Bankful Recurring Gateway Plugin from your computer.
- Select Plugin file from you computer by clicking on “Choose File.”
- Then click on the “Install Now” button.
- Now that you installed the Bankful Plugin click on “Activate Plugin.”
- On the “Bankful Gateway” setup screen, please enable the getaway for checkout and input your Bankful credentials.
- Your Bankful credentials will be the same credentials given to you when you first started your Bankful account.
- After saving the credentials go to “PWP Settings Page” to activate subscription billing.
- Check “Recurring Enabled,” click “Get and Save” button. On success you would see a Site ID generated in the Site ID field.
- Once the gateway setup is done go to “Products” and tag products that you want to offer as subscription.
- Select the product you want to offer as a subscription.
- On the “Product data” section click Enable Recurring and hit save. Every time a product is saved, the info is synced to Bankful.
Managing Recurring Payments in Bankful
- Login into Bankful Portal to view the products that you choose from your WooCommerce store.
- Click on the “Recurring” in the sidebar menu and then click on “Products.”
- Here you will see the products that you synchronized from your WooCommerce store.
- Each product will then need to be associated with a “Rule Set.”
- Create a “New Subscription Rule”
- Then go to your store and test a product that you setup with a subscription rule.
- Log into Bankful and check if the new subscription has been created by clicking on the “Subscriptions” tab.
- You will now see the new subscription created.