Structured Billing is similar to a mortgage or car loan, where you have X number of months to pay off the balance. Monthly installments will be created over the term of the membership (Example: Annual membership will have 12 installments, 2-year membership would have 24 installments).
Continuous billing exists as an alternative. You can view our article Continuous Billing for more information.
Important Note
- Auto-billing is an opt-in feature. Once you configure your activity to allow for it (see steps below), please contact Support to enable the feature for you on the back end.
- With a structured membership, the whole balance for the membership will show as Due Soon within the user's account dashboard. 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.
Instructions
- Navigate to Activities > Activity List
- Expand an activity
- Edit a session
- Navigate to the Advanced tab
- Under Membership Settings select the following
- Membership Term: Set to any value greater than 1 month (typically 1 year)
- Note: If you set it to only 1 month, it would not have any payments.
- Note: The Auto-Renew option should automatically be hidden as it does not apply to this style of billing.
- Recurring Fee: Set a recurring fee, if applicable, and select Auto-Bill
- Note: Any Membership Term set to longer than 1 Month will charge the fee every month. In the example above, the membership would bill $25 a month for 1 Year (for a total of $300).
- Membership Term: Set to any value greater than 1 month (typically 1 year)
- Select Save Session
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