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Billflow
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WordPress

WordPress Plugin Instructions

Features

  • Provides Billflow embeds as WordPress Widgets
    • Pricing Page
    • Signup Form
    • Subscription Management Portal
  • Uses WordPress user authentication
  • Creates users on signup using the widget
  • Stripe Webhooks
    • Create WordPress users on Stripe customer created event
Does not integrate with "Ultimate Member Plugin" role system

Supported Pages

  • Plan Picker
  • Checkout Form
  • Customer Portal
  • Pricing Page
  • Invoice Portal

Requirements

PHP 7.1 on the WordPress hosting.

Installation

There are 2 primary ways that you can install the WordPress plugin.

Method 1 - The plugin store

Install via your WordPress site's admin panel under http://your_wp_domain.com/wp-admin/plugin-install.php?s=servicebot&tab=search&type=term
  • Replace your_wp_domain.com with your actual domain
  • Click install button
  • Then click activate button
If you see error saying "Cannot create directory" or "Permission error", this is because your server may not be setup properly, please try method 2 below.

Method 2 - Upload to your server

Install by downloading the plugin from here.
  • Extract the downloaded Zip file
  • Upload the Extracted folder to your sever under /wp-content/plugins/[upload extracted folder here] via FTP or other methods available in your hosting setup.
  • Log into your WordPress site and go to /wp-admin/plugins.php and enable “Billflow"
Then go to /wp-admin/admin.php?page=servicebot_plugins and setup Billflow configuration.​

Configuration

Step 1: Configure Global Settings

Global settings apply to all widgets as the default settings unless overridden in the Widget settings.

Settings

Field
Description
Secret Key
Test mode secret key. Go here to view​
Create WP user on signup?
Check this box to create a WordPress user on signup from the widget.

Step 2: Optionally Configure Stripe Webhooks

Stripe Webhooks Settings

You can optionally use the Stripe Webhooks handler that comes with this plugin to create WordPress users when a Stripe Customer is created.
Another use case for this is when you are not signing up users with our WordPress Widgets, but users are signed up from another source, such as ClickFunnel pages. You can let those customers user your WordPress site for our customer portal embed to see their subscriptions.
First, you need to configure the Webhook handler in your Stripe dashboard. Go here to configure.
You will need to do this for both Live and Test mode.
  1. 1.
    Click on the Add endpoint button
  2. 2.
    Paste https://your_wp_domain.com/billflow/v1/stripe-hooks into the Endpoint URL input box
  3. 3.
    Select one of the following create events
    1. 1.
      customer.created- allow all of your Stripe customers to be able to have an account on your WordPress site to view their subscriptions.
    2. 2.
      customer.subscription.created - allow only those Stripe customers who signed up for a service that matches your WordPress Billflow Plugin's service setting.
  4. 4.
    Click Add endpoint to save
Please only use one of the create events and not both.
Configure the Webhook handler in Stripe

Other Supported Events

Stripe Webhook Event
Description
customer.subscription.updated
By enabling this event, our WP plugin will handle the event on user change plan, and update WP user roles if it was setup in the plugin.
customer.subscription.deleted
By enabling this event, our WP plugin will handle the event on user subscription cancelation, the WP user roles will be removed.
Then, you need to configure the WordPress plugin with the following keys:
Fields
Description
Stripe Test Secret Key
Test Secret Key from your Stripe dashboard. Go here to view​
Stripe Live Secret Key
Live Secret Key from your Stripe dashboard. Go here to view​
Stripe Test Signing Key
Test Signing Key to verify that the events were sent by Stripe.
Go here and select the Webhook you configured for this integration.
See how:
Stripe Live Signing Key
Test Signing Key to verify that the events were sent by Stripe.
Go here and select the Webhook you configured for this integration.
See how:
Live Mode
Check this box to listen to live mode Stripe webhooks
Now, your Stripe Webhook handler should be working.
You can verify by creating a customer in the Stripe dashboard then going to your WordPress site and checking if the user is created. (Webhooks may have a couple minute delay)

Next: Add your Widget

Click next to see how to add your widget
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Last modified 1yr ago