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.
Step-by-Step Instructions
- Navigate to the desired contact's record. Click the Billing Setup tab.
- In the Other Scheduled Billing section, click the plus sign (+).
- Choose Add Recurring Billing.
- 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.
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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.
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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.
- 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.