Basic Configuration

Each product will have a new section called "Subscription Options" and the very first setting controls how the product can be purchased by the customer (see the image below) 

On the image above, the product will be available for one-time purchase and on recurring basis.

Configuration Options:

• Available For - defines how the product can be purchased
  • One-Time Purchase Only - this is your standard out of the box Magento capability. Anyone can purchase the product but if they would want to buy it again in the future, they would have to add it to the cart again and place another order manually.
  • Recurring Purchase Only - this product can only be purchased as part of a subscription. Examples: Gold Membership, Silver Membership, Support Fee, etc.
  • One-Time and Recurring - this product can be sold as part of a subscription and as a stand alone purchase. Example: a customer can buy a gallon of milk or subscribe to receive the gallon of milk every week.
• Summary - description if trial status is available for the product and what kind of subscription term assigned to product.
• Billing Frequency - grid of billing frequencies assigned to this product.
• Manage - redirect admin to Recurring Options Management

Recurring Options Management:

Step1: Settings:

Product & Trial Offering

Trial can be offered for products before the customer is charged a full product price

Configuration Options:

• Is trial offered - a Yes or No option, which defines if the product has a trial offer
• Trial Length - allows the merchant to specify the number of days or months the trial should last
• Trial price - is the fee a customer has to pay for the entire trial period.
• Trial start date - a merchant is able to define when the trial will start
  • Moment of purchase - trial will start automatically when the customer completes the checkout
  • Defined by the customer - a customer will be asked to provide a date when they want the trial to start
  • Last day of the current month - trial will start automatically on the last day of the month
  • First day of the month - trial will start automatically on the first day of the month

Discounts

A discount on subscriptions can be offered via two different paths:

• a merchant is able to define a custom product price for each billing frequency
• a merchant is able to "lock product price" and then enable "offer flat discount" option

Offer Flat Discount

• Discount amount - allows the merchant to specify the "Flat Fee" OR "Percent" discounts applied to the native product price.

Unlock Preset QTY and Hide QTY:

• Unlock Preset QTY - Allow admin preset quantity for product ( product quantity cannot be changed by Customer)
• Hide QTY - Allow to hide quantity of product for Customer.

Saving Calculations and Infinite Subscriptions:

• Savings Calculation - Allow to set product is a service.
  
• Infinite Subscriptions - Allow to set if subscription will be infinite.

Step2: Billing Frequencies:

Using a Custom Price

A merchant can specify a custom price for each billing frequency. Example: Support fee billed monthly vs. annually

Adding new recurring option to the product

A pre-defined billing frequency can be added to the product, and all billing frequencies can also be re-arranged. The example below is for the magazine subscription use case.

• Price - If price lock is disabled, the merchant will be able to specify the custom price for the product and each billing frequency. 
• Initial Fee - is a fee a customer will have to pay one time and upfront.
• Preset Qty - if preset qty is unlocked, the merchant will be able to specify a predefined product qty for a billing cycle. In this situation a customer will receive one magazine per month and 12 magazines throughout the year if annual billing frequency is chosen by the customer.
• Default - the merchant can set the default billing frequency for customers to use when looking at the product in the catalog.

Step3: Summary

• Summary - in the summary page we can see list of previously chosen recurring options.