Memberships


 

Auto-Billing

Overview

Auto billing is an opt-in feature. Once you configure your activity to allow for it (see steps below), please contact CivicRec support to enable the feature for you on the back end.

Membership auto billing in CivicRec breaks down into two types of billing:

  • Continuous (similar to a utility bill every month)
    • A user's account will show a "future" a.k.a upcoming balance for their renewal date and will be auto-charged on that date, resulting in a renewed membership and a new balance that corresponds to their next anniversary date.
  • Structured (similar to a mortgage or car loan every month)

Instructions

Continuous Billing (Month-to-Month

  1. Navigate to Activities > Activity List
    chrome_2017-12-01_10-01-03.png
  2. Expand an activity
    chrome_2017-12-01_10-01-38.png
  3. Edit a session
    chrome_2017-12-01_10-02-02.png
  4. Navigate to Advanced tab
    chrome_2017-12-01_10-03-18.png
  5. Under Membership Settings select the following:
    chrome_2017-12-01_10-14-36.png
    • Membership Term: Set to 1 Month and select Auto-Renew
    • Recurring Fee: Select a recurring fee, if applicable, and select Auto-Bill
  6. Select Save Session
    chrome_2017-12-01_10-03-01.png

Note: If you terminate their membership, this will reverse their latest "future balance". This style of billing means membership will always be renewed month-to-month until termination. 

Structured Billing (Pre-Set Term with Monthly Payment)

  1. Navigate to Activities > Activity List
    chrome_2017-12-01_10-01-03__1_.png
  2. Expand an activity
    chrome_2017-12-01_10-01-38__1_.png
  3. Edit a session
    chrome_2017-12-01_10-02-02__1_.png
  4. Navigate to Advanced tab
    chrome_2017-12-01_10-03-18__1_.png
  5. Under Membership Settings select the following:
    chrome_2017-12-01_10-21-03.png
    • Membership Term: Set to any value greater than 1 month (typically 1 year)
      • Note: If you set to only 1 month, it would not have any payments.
      • Note: The Auto-Renew option should automatically hide as it is not applicable for this style of billing.
    • Recurring Fee: Set a recurring fee, if applicable, and select Auto-Bill
  6. Select Save Session
    chrome_2017-12-01_10-03-01__1_.png

Note: Upon signup, the account will add all membership installments as upcoming balances due. For example, in a 1-year membership, you may pay $100 and then have 11 more $100 balances due each sequential month up until your expiration date. Each balance will automatically charge to the card on file on the due date unless paid ahead of time.

 




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