For questions on how to install a plugin, check out our Installation Guide.
After installing the plugin from the WordPress admin, go to WooCommerce > Settings and click on “Toolbox for Subscriptions”.
Here you can activate or deactivate features of the plugin by checking the box next to the feature name and pressing “Save changes.”
Understanding Toolbox Features
Skip next scheduled payment
Skip next scheduled payment will automatically advance the subscription to the next payment date after the one that is coming up without charging the customer or generating an order for it.
Ship now and keep schedule
Shipping a subscription now will charge the customer right away and generate an order. It will also keep the original schedule, so the next payment date will remain what it was before they had an order generated.
Ship now and reschedule payment
Shipping a subscription now will charge the customer right away and generate an order. It will reschedule the next payment day with relation to when a customer requested it. For example, if the subscription is monthly, and the next payment would be 10 days in the future, this will move the next payment date to be a month from the day.
Edit subscription details
This will allow customers to edit their subscription details in a more streamlined way. The edit subscription screen allows them to change the next payment date, the quantities of products in the subscription, the interval and period of the subscription, and the shipping and billing addresses.
Bulk edit/ship subscriptions
Customers can select subscriptions and choose to ship them now and keep schedule / reschedule it. They can also edit the quantities of items on those subscriptions.
Change next payment date
Customers can choose a new next payment date from a date dropdown. The earliest they can choose is the next day.
Add products to existing subscriptions
Customers can add products to existing subscriptions. The products’ own period and interval will be ignored, and the subscription’s interval and period will be used.
Single Product – Remove Add to Existing
If the Add products to existing subscriptions option is checked on the settings page, it is possible to turn off the option on individual products. From the Product page go to the individual product > Product Data box > General > Toolbox Settings > Check the box to hide this setting.
The text shown on the subscription action buttons can be set for these buttons:
- Skip next schedule button text
- Ship now keep schedule button text
- Ship now reschedule from today button text
- Edit subscription details button text
These buttons will be visible on the customer’s account page when editing a subscription.
What the Customer Sees
The following is the view of a customer’s account page when all features are enabled on the Toolbox Settings tab. Under Actions, the customer now has additional options available for managing their subscription.
A customer managing their account now has access to the following options:
- Edit the Next Payment Date
- Update Subscription Quantities
- Add Products to an Existing Subscription
- Remove Non-Subscription Products from a Subscription
- Change Subscription Frequency
- Skip Next Payment
- Ship Now, Keep Schedule
- Ship Now, Reschedule From Today
- Edit Subscription Details
Store Manager View
For each action taken by the customer, a note will be visible on the individual subscription under Subscription Notes. **If you haven’t already, we recommend checking out our plugin Advance Notices. This plugin creates notices via Slack or email any time a change is made to a customer’s subscription. It keeps you up to date with all of the action in your store and makes managing subscriptions a breeze!
Below you can see the note from the Store Manager’s view when a customer has used the Skip Next Payment button. The next payment will be moved to the next renewal date. The Subscription Note will notify you of changes made by the customer to the subscription.
Frequently Asked Questions
- Can customers change their next payment date to the past?
No, the plugin only allows future next payment dates.
- How do I know if customers make changes to their subscriptions?
All changes will have a Note added with details of the change made to the subscription.
- When I change the frequency of a subscription with an end date, will the end date change?
Changing the frequency of a subscription with an end date will not recalculate the end date currently and could cause unintended results. It’s being fixed and should be ready soon.
- Does this plugin work with the All Products for WooCommerce Subscriptions?
Yes, this plugin will work when the All Products for WooCommerce Subscriptions plugin is installed and active.
- Do I need to have Paypal Reference Transactions setup for Toolbox to work properly?
Yes, to enable Toolbox to function properly when using Paypal as your payment gateway, you will need to set up Paypal Reference Transactions. There are other payment gateways available that work well with Toolbox such as Stripe.
- How do I allow customers to edit the frequency of a subscription?
This option can be enabled on the Toolbox Settings page > Edit Subscription Details > Edit Subscription Frequency Details.
Can’t find what you’re looking for in the Documentation? Please don’t hesitate to contact us, we’ll be happy to help.