Hi there,

If plan are assigned using "Assign plan app", 100% discount will be applied on the plan. By the way, it seems that you are assigning recurring plan using "Assign plan app", and it will not work as it should.

Currently, "Assign plan app" is used to assign free plan on the basis of other subscription purchased by each user. Please advice.

Ok, so it seems this is the expected behavior. Forgive my frustration, but I had no way of knowing that without having access to the documentation, which from what I can find is still not available - months after it was taken down. Now I have a client that has several thousand dollars of subscriptions owed to them with no apparent way to collect it.

So if Assign Plan isn't the right way to do it, how do I accomplish this? How do I automatically move the user to a new recurring subscription plan upon expiration of their introductory plan? Also will the renewals on Assign Plan also receive the discount, or is it only on the first month? Finally, how can I manually process transactions from the backend to charge these members that should have been billed?

Hi there,

Sorry for the delay of this reply.

Forgive my frustration, but I had no way of knowing that without having access to the documentation, which from what I can find is still not available - months after it was taken down.

May i know that you look for those documentations here https://stackideas.com/docs/payplans ? Maybe you can provide us with those links for us further check on this issues. Please advice.

By the way, in order for your to manually assign those plan for your users, you need to follow steps listed below.

1. Head to your Backend>Payplan>Subscriptions and click on "New" button
2. The, set each user and Plan respectively as you can see here for an example http://take.ms/HhgRI, *you can set multiple users
3. Need to make sure that you set it "Status" to "No-Status"
4. After finish them, click save, it will shown you this layout http://take.ms/cyVjg, then click on "Add a invoice"
5. Finally,click on "send invoice link" as shown http://take.ms/q9DKS

Other way you can achieved them is by creating a new plan, and let your users to subscribe those plan again.

Please give it a try and see how it goes

Thanks - this is helpful but still doesn't completely answer my question. Essentially we have three separate points here:

1. Documentation. I did find (this morning) a docs page for Assign Plan at the bottom of the "Access Control" section. I had checked all of the categories where I would have expected to find it and didn't see anything. Also the Google custom search in the docs didn't return any results. The links from the App Store are all dead and just redirect to https://stackideas.com/payplans. Although this really doesn't matter because the documentation doesn't mention that the 100% discount is applied.
   
2. Charging existing members. I have 63 members at the moment who had the 100% discount applied when the system moved them to their recurring plan. How do I automatically (without having to send them an invoice) charge them for their current plan? I tried setting them to expire today, hoping that it would renew automatically upon expiration, but that didn't work.
   
3. Fixing this for the future. I dug into the plugin a bit. It looks like /plugins/payplans/assignplan/assignplan/app/assignplan/assignplan.php has the discount code in lines 99-109. If I comment out those lines, will it skip applying the discount and process the transaction through the payment gateway? Also, I would think this is an option that others would like to have. Is it possible for you guys to add a toggle on the plugin that would choose whether we want to apply this 100% discount or not?
   

Finally, check my logic here and let me know if there's a better way to accomplish this workflow:

1. User subscribes to their introductory plan - usually either 28 days or 6 weeks. These plans are fixed price and non-renewable.
   
2. Unless they cancel during the intro plan period, the user is automatically subscribed to a recurring plan, using the Assign Plan app. This is a 6-month contract, so the plan is set to bill monthly with 6 recurrences. EVERY ONE of those monthly payments needs to process.
   
3. At the end of the 6 months, unless they cancel they are again subscribed for another 6 months, so we use Assign Plan to renew their plan.
   

So far everything works except for this issue with the 100% discount.

Hi there,

Sorry for the delay of this responses. Please find your inquiries below.

Documentation.

I have logged this issues internally. Thanks for your understanding.

Charging existing members.

You can achieved this by using admin pay apps where you can bill them on your backend by heading to your users invoices, then click on transaction as shown http://take.ms/9UUbh.

Fixing this for the future

Currently, that how it behave actually. We will update this on our documentations for better understanding on this App itself.

-User subscribes to their introductory plan - usually either 28 days or 6 weeks. These plans are fixed price and non-renewable.
-Unless they cancel during the intro plan period, the user is automatically subscribed to a recurring plan, using the Assign Plan app. This is a 6-month contract, so the plan is set to bill monthly with 6 recurrences. EVERY ONE of those monthly payments needs to process.
-At the end of the 6 months, unless they cancel they are again subscribed for another 6 months, so we use Assign Plan to renew their plan

It is not advisable for you to use assign plan app for recurring plan because 100% discount is applied for every invoice because assign plan is used to add additional plan which is free. This plan assignment is hidden process, because when user subscribe to the plan, we automatically assign another plan to the user automatically, once payment are done, so further recurring payment will not be done anymore.

By the way, i would advice you to create a new plan, that is by setting it "Expiration Type" as recurring + 1 trial. You can set how long this trial can last, until you charge them a fixed recurring price after that trial end as shown for an example here http://take.ms/uPcCt.

Please advice.

After a month I still haven't made progress on this. The trial plan + recurring is how we initially tried to set this up, but based on the descriptions of the plugins the Assign Plan app was a better option. Now I have an (understandably) extremely frustrated customer because their members aren't being billed for their memberships. The Assign Plan feature would allow us to make the trials and 6 and 12 month subscription durations work exactly the way we want, if it actually billed the members.

Is this something you guys could take on as a custom development project? It doesn't seem like it would be that hard to modify that Assign Plan app to bill the customer instead of applying the discount, but my PHP skills aren't good enough to do it. With that one change PayPlans would work almost perfectly for us, but without it we're facing having to start completely over with a new system.

Hello Brent,

Assign plan app purpose is to assign plan to user free (which means 100% discount). This app is not used for recurring plan assignment because Assign plan app will work in background so no payment details needed. But for recurring payment's Payment details are required and also depends on the payment method that they support free trials or not.

I checked your site and found that you are using stripe payment method and it's support free trials. So you need to create Recurring + Trial plan and trial should be free.

Let me know if you still have any confusion.