If you wish to add additional recurring billing, for things other than memberships, you can do so on the member's Billing tab. For example, if you wish to add a voluntary recurring fee, perform the following steps.
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NOTE: Recurring Fees for memberships should not be added in this manner. Use the functions on the Overview tab for additions, changes, etc. |
- For the desired contact, click the Billing Setup tab.
- Click the plus sign in the Other Scheduled Billing section.
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- Choose Add Recurring Billing.
- On the Add Recurring Billing screen complete the following:
- Customer information. The name of the contact will automatically be populated. You can choose (or add) a billing contact, billing address and billing email.
- In the Fee Items section choose the desired fee item(s). Update the description, quantity and price as needed.
- In the Date Settings:
- Choose the desired Frequency at which this item is to be billed
- Enter the dates that you wish this recurring fee schedule to start and end.
- Enter the Next Bill Date. This will be the first date on which you wish to bill for this recurring item.
- In the Discounts section add any discounts you wish to include for this item. See Working with Discounts for more information.
- In the Invoice Settings section choose how you wish to deliver future invoices (Print, Email or Both). Select the Term fo the invoice and the Payment Gateway you wish to use.
- In the Automatic Payments choose a stored payment profile to automatically be charged for this item (if applicable). Any profiles that have been stored for this contact will be available.
- Click Done.