Memberships


 

Continuous Auto-Billing (Month to Month)

Overview

Continuous billing is similar to a utility bill every month. A user's account will show a "future" (upcoming) balance for their renewal date. The system will auto-charge on that date, which results in a renewed membership and a new balance that corresponds to their next anniversary date.

Structured billing exists as an alternative. View our article Structured Billing for more information. 

Important Notes

  • Auto billing is an opt-in feature. Once you configure your activity to allow for it, please contact Support to enable the feature for you on the back end.
  • 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. 

Instructions

  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



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