Ecommerce with recurring billing software features
Below is a brief list of the most commonly requested features of the ecommerce platform - software, that is available out of the box. The features list is not static. If a desired feature is not on the list, we will build it for you.
- Front-end
- Shopping cart ordering mechanism with installments and subscriptions - recurring billing.
- Product categories – allows for a category image to be attached and displayed.
- Featured products – allows admin to flag products to show on the featured product pane.
- Products can be listed in order specified by admin. Default order is alphabetical.
- Products have multiple sets of images – small image and large image.
- Products can have properties such as weight, size, color, etc. and recurring billing setup.
- Products are added to shopping cart-multiple products per transaction.
- Real-time, flat rate or weight-based shipping options
- Expedited shipping option
- Up-sell capabilities
- Free trial feature - recurring billing feature
- Auto enroll feature
- Overwrite recurring billing pricing per customer capability
- Custom shipment schedule of recurring billing cycles
- Limit of billing cycle capability
- Coupons and discounts
- Payment on installments capability
- Related products capabilities - recurring billing feature
- Product details pages are SEO compatible.
- View my order status – tracking info available.
- Customer receives a receipt in an email upon purchase.
- Customer receives info in an email upon product shipment.
- Customer account creation
- Back-end
- Call Centers
- Place sales for new and existing customers
- Manage call center users (admin only)
- Manage own account
- View own sales
- View sales per user (admin only)
- View all call center sales (admin only)
- Affiliates
- Manage own account
- Obtain affiliates links to shopping cart
- Create affiliates links to shopping cart
- View sales
- View leads
- View impressions
- View clicks
- Customers
- Customer Login – where Customer can login and enter the Customer control panel. Forgot password functionality available.
- Upon login, Customer can only renew membership and get billed immediately if membership has expired.
- Customer can view purchase history and payments history
- Order tracking module
- Customer can edit billing and contact information
- Customer can access Customer only resources: files, coupons, etc.
- Recurring billing system will charge membership fee on day of expiration of membership plan. Upon failure, an email is sent to Customer to update billing information. System re-bills the failed Customers multiple times. Admin receives a success failure report on each billing cycle.
- Admin Back-end: Ecommerce - all transactions and refunds are billed in real time.
- Create product categories – add image to each category
- Create products – set all product properties and upload photo. A thumbnail is automatically created from the uploaded image.
- Activate and deactivate products
- Set up subscription schedule where admin defines frequency and what product will be shipped on each billing cycle.
- Set up multiple payment option for non-subscription, non-recurring products.
- Set coupons and discounts to be entered in the shopping cart.
- View/Find Orders – ability to refund manually.
- Download orders to ship and ability to flag as shipped and upload tracking numbers – specifics depending on client shipping method and integration.
- Inventory manager – allow to add/remove inventory items.
- Ability to set minimum inventory flags. Admin can see critical inventory and negative inventory alerts and list of products.
- Ability to upload a .csv file with orders, or connect via API. Orders will be billed upon upload. File will contain the minimum information necessary to produce an order
- Multiple gateways support, including recurring billing payments.
- Physical products, subscriptions, tickets, service access, content serving and downloads supported
- Inventory management
- Free trial support and delayed payments - recurring billing payments.
- Installment payments support - recurring billing feature.
- Control number of re-bills support
- Auto-enroll feature
- Multiple shipping options per product
- Product variations at different price levels support
- Taxable and non-taxable products
- Include/exclude products for affiliate commission purposes
- Up-sell path generation
- Related products set generation
- Multiple SKUs per product support
- Recurring billing schedule frequency management
- Complete product management
- Bulk pricing support
- Rebates support
- Coupons and discounts support
- Customer biliing schedules management
- Customer notes and history support
- Shipment tracking support
- Tax table management
- Mail responders management
- Admin order placement support
- Terms agreement requirement control
- Product specific contact, refund policy and agreement records with history
- Packing slip bulk printing
- Customers Manager
- View list of Shopping Cart Customers
- Ability to lock Customers
- Ability to extend expiration dates - recurring billing payments feature
- Ability to edit Customer information – billing and contact
- Customer service Rep action tracking
- Customer service tickets management
- Customer orders management
- Customer recurring payments schedules management
- Affiliates
- Create/edit affiliate campaigns
- Generate affiliate banners and links for Shopping Cart
- Pixel placement per campaign support on Shopping Cart
- Data replacement on affiliate pixels support
- Affiliate tracking and commission logging
- Affiliate payments log
- Call Centers
- Create call center and call center users
- Manage call centers
- Product filtering feature
- Shopping Cart interfaces
- Reporting - all reports have time range filters
- Unanswered customer questions alert
- Customer questions by date and status
- Inventory reports with status and stock counts
- Inventory alerts
- Quick stats – last seven days sales
- Quick stats last 7 days seven sales per product
- Sales list and drill down:
- Date range
- Order number
- Type
- Payment type
- Shipping status
- Customer account number
- Transaction data fields
- Subscriptions list and drill down
- Date range
- Re-bill times
- Status
- Product
- Record data columns selection
- Installments list and drill down
- Date range
- Re-bill times
- Status
- Product
- Record data columns selection
- Incomplete sales (leads)
- Date range
- Order number
- Type
- Payment type
- Transaction data fields
- Customers list and drill down
- Account number
- Order number
- Authorization number
- Date range
- Record data fields
- Products lists
- Category
- Status
- Frequency of billing
- Product Categories list
- Product brands list
- Product discounts list
- Product coupons list
- Sales – system charges by month: last 12 months
- Front end sales by month: last 12 months
- Converted trials by month: last 12 months
- Recurring sales by month: last 12 months
- Refunded sales by month: last 12 months
- Customer signups by month: last 12 months
- Affiliate activity report per date range
- Sales
- Refunds
- Revenue
- Impressions
- Clicks
- Leads
- Click/leads ratio
- Commission
- Paid commissions
- Sale per time range - successful and declined filter
- Inventory activity
- Inventory shipped
- Activity per product, daily
- Shipped orders
- Unshipped orders
- Order details
- All
- Pending
- Cancelled
- Returned
- Declined
- Complete
- Postage report
- Retail customers by state
- Return details by
- Revenue per product
- Revenue details by
- Sales tax by time range
- Sales tax refunded by time range
- Shipments report by time range
- Additional reports to be accommodated based on client requirement.
