Memberships


 

Continuous Auto-Billing (Month to Month)

 

Overview 

Continuing 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
    activities_activity_list.jpg
  2. Expand an activity
    select___to_expand_a_membership_activity.jpg
  3. Edit a session
    edit_an_existing_membership_session.jpg
  4. Navigate to the Advanced tab
    select_advanced_tab_to_set_up_membership_auto-billing.jpg
  5. Under Membership Settings select the following:
    set_membership_term_and_recurring_fee.jpg
    • 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
    select_save_session_to_save_annual_auto-billing.jpg



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