...
To affect the auto order if a specific customer, you'll make the changes within the "auto order" record. (Changes for all customers with active auto order for an item, you'll need edit the auto order steps within the "auto order" tab, in item editor.
When making recurring payments, do most companies using UltraCart make the user create an account on the checkout page before they complete the order, or is it possible to have that step on the receipt?
Most merchants do not require a customer profile to checkout, because it introduces additional friction for the customer, and therefore is not necessary. If they come back after the original and establish a customer profile with the same email, the system will backfill their customer profile with their order history.
Once a customer has an account, what are the options within the account to change address, change frequency, change qty, and cancel a subscription?
- Display Auto Orders
- Allow Customers to Cancel Auto Orders
- Allow Customers to Change Next Shipment Date
- Allow Customers to Update Billing
- Allow Customers to Update Shipping
- Allow Customers to Update Payment
Is it possible to add new items to a subscription once it’s started, or does the customer have to go through the checkout process again?
You, the merchant, can edit the customers auto order record and add or remove auto order items (you cannot add one time purchase items in the auto order editor, they must be configured with an auto order schedule. The customer does not have that option within their customer profile.
Which payment types are valid for auto order/ subscription purchases, is it only credit cards?
All credit card types that you have configured to process through your credit card processing gateway are valid for auto order purchases. PayPal is supported for auto orders, with the following qualifications:
- The auto order must be simple enough to match PayPal's billing engine (This means it needs to be a single item step with a set recurring order interval.)
- No adjustments are possible as PayPal controls everything
- The customer can cancel at any time within their PayPal account.
Is it possible to have recurring/subscription upsells included, or are the upsells only 1-time purchase?
Upsell items are compatible with the upsell after configuration. Many merchants will use an upsell to offer the product on subscription at a discounted price, when the customer intiially chooses the single time purchase item during their initial checkout. PLEASE NOTE: Auto order items as upsell offers will only support credit card payment type.
Related Documentation
Auto Order Processing Configuration screen (must be logged in to access)
...