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Add a Recurring Billing

Updated

 

The Goal: Add an additional recurring billing (such as a voluntary recurring fee) to a member's account outside of standard membership dues.

Before You Begin:

  • Recurring fees for memberships should not be added using this process. Use the functions on the Overview tab for membership additions, changes, and other updates.
  • Confirm the fee item(s) you plan to add have already been created in the system.

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Step-by-Step Instructions

  1. Navigate to the desired contact's record. Click the Billing Setup tab.
  2. In the Other Scheduled Billing section, click the plus sign (+).
  3. Choose Add Recurring Billing.
  4. On the Add Recurring Billing screen, complete the following fields:
    • Customer information: The contact's name will be automatically populated. You can choose (or add) a billing contact, billing address, and billing email.
    • Fee Items section: Choose the desired fee item(s). Update the description, quantity, and price as needed.
    • Date Settings:
      • Choose the desired Frequency at which this item is to be billed.
      • Enter the dates 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.
    • Discounts section: Add any discounts you wish to include. See Working with Discounts for more information.
    • Invoice Settings section: Choose how you wish to deliver future invoices (Print, Email, or Both). Select the Term for the invoice and the Payment Gateway you wish to use.
    • Automatic Payments: Choose a stored payment profile to automatically be charged for this item (if applicable). Any profiles stored for this contact will be available.
  5. Click Done.

Common Pitfalls

  • Using this process for membership dues: Do not add recurring membership fees through this workflow. Always use the Overview tab functions for membership-related additions and changes.
  • Missing Next Bill Date: Always set the Next Bill Date explicitly; this determines when the first charge will be generated.

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