WooCommerce Subscription Billing Instructions

Setting Up Your WooCommerce Store for Subscription Billing

  • The first step is to log into your WooCommerce store and add the Pinwheel Plugin.
  • Downland the Pinwheel Plugin Link to your local machine and upload it to your store by clicking on the “Add New” button located in the Plugin section.

  • Upload the Pinwheel 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 Pinwheel Plugin click on “Activate Plugin.”

  • On the “Pinwheel Gateway” setup screen, please enable the getaway for checkout and input your Pinwheel credentials.
  • Your Pinwheel credentials will be the same credentials given to you when you first started your Pinwheel 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 Pinwheel.

Managing Recurring Payments in Pinwheel

  • Login into Pinwheel 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.

  • Checkout using Pinwheel

  • Order confirm

  • Log into Pinwheel and check if the new subscription has been created by clicking on the “Subscriptions” tab.

  • You will now see the new subscription created.