This chapter will explain several advanced concepts of setting up the Billing Manager module, such as editing the HTML templates, and customizing the Billing Module for your exact program.
The concepts discussed in this chapter are only for those who are technically minded. You must have a good understanding of both, HTML code and FTP in order to fully understand this chapter.
The Billing Manager module runs off a series of HTML templates, allowing you to customize the look of everything to your exact needs. The only part which is not template based, is things such as error messages. These are coded directly into the script.
The HTML templates which the script uses are simply web pages which contain a few special HTML tags. For full information on the special HTML tags, and what you need to watch out for, please visit Chapter 6 of the online manual for the Web Site Replicator, which can be found at:http://techbase.envex.net/manuals/wsr4_00/chapter6.html4.1.1 HTML Template Descriptions
All HTML templates used by the Billing Manager are stored in the /cgi-bin/wsr/modules/bill/htmlt directory of your web server. This section explains exactly where each HTML template is located, and what it is used for. You can edit these HTML templates just like normal web pages, but please keep in mind all of the special HTML tags explained in Chapter 6 of the online manual for the Web Site Replicator.
All HTML templates described in the below table are located in the /cgi-bin/wsr/modules/bill/htmlt directory of your web server.
HTML Template Description charge_declined.htmlt When a member submits payment which is declined by your merchant account. This same template is displayed when a member is either, first joining the program or upgrading their membership through the Member's Only Area. charge_error.htmlt When a member submits payment and your merchant account gives off an error message. This same template is displayed when a member is either, first joining the program or upgrading their membership through the Member's Only Area. paypal_thankyou.htmlt After a member submits payment though PayPal, this template will be shown, letting the member know the PayPal payment was successfully received. All below templates are stored in the /cgi-bin/wsr/modules/bill/htmlt/members_only directory of your web server upgrade_membership.htmlt Displayed when a member upgrades their membership through the Member's Only Area. This template asks for payment information, and shows information such as the old and new subscription information. upgrade_pending.htmlt This template is only applicable if you manually approve all payments through the Admin Control Panel. This template will be displayed when a member submits payment to upgrade their membership, and you must first approve the payment through the Admin Control Panel. upgrade_success.htmlt Displayed when a member submits payment from the Member's Only Area, which is automatically approved, and their membership is automatically upgraded. view_transaction.htmlt Displayed when a member clicks on the View Transaction link in the Member's Only Area. This template shows a summary list of all transactions processed on the members account. view_transaction_details.htmlt Displayed when a member clicks on the More Info link beside any transaction, when viewing their transactions from the Member's Only Area.
4.1.2 Enrollment Forms
All enrollment forms used by the Billing Manager are stored in the /cgi-bin/wsr/modules/bill/htmlt/forms directory of your web server. These are the forms which were created through the Setup->Generate HTML Forms menu of the Admin Control Panel for the Billing Manager.
The enrollment forms do not contain any special HTML tags, or merge fields when first created. They are basic HTML code, which you may modify any way you wish. However, please note, ALL form fields in the enrollment form must stay exactly as they are. You can not change the names of any form field. If wanted, you can move them around anywhere you wish. However, all form fields must be left in the enrollment form.
The upgrade membership template is displayed when a member wants to upgrade their membership through the Member's Only Area, and is located on your web server at /cgi-bin/wsr/modules/bill/htmlt/members_only/upgrade_membership.htmlt.
If you view this template through the Member's Only Area, you will see it displays a list of current payment methods registered on the member's account, and asks the member to choose which payment method they would like to use. If your program consists of two member types, such as Free and Gold, the only option that will ever be shown in the list of payment methods is "New Payment Method (see below)". The only members who will ever need to upgrade their membership are Free members, so no payment methods will be registered on their account.
If wanted, you may delete the select box from the HTML template, and add the following hidden form field:<input type="hidden" name="payment_method" value="new">
By doing this, when a member upgrades their membership, they will not be required to select "New Payment Method (see below)". Instead, the script will automatically use the new payment information the member submits. You may also delete any fields from inside the New Payment Method section, except for which Payment Method the member will be using. For example, you may want to take out the Online Check fields.