This article is about: Adding a payment type and its frequency
Quick guide:
- Settings / Membership management / Rates
- Select rates
- "Click on "Add payment frequency
Add a payment frequency
Via Settings / Membership management / Rates you select a rate. After selecting the rate you are in the Terms. In the widget of the desired term, select "Add payment frequency". A window will appear. Fill it out and then click on Save.
Choose the type
- Recurring: your member always pays at the same time (for example, "every 1st of the month")
- One-time
- Free: Your member does not have to pay anything.
- Non-recurring: This payment frequency is no longer available. Use "Recurring" without membership extension instead.
Frequency of payment
After choosing the payment type you have to enter the frequency (e.g. 1x per month/week or day) and the price for it. You can now save directly and use the billing methods suggested by Magicline or make further settings via "Advanced settings§.
Finally you can set the price of the payment type. If you want to add more payment types to this rate, click on "Add payment frequency" again and perform the same procedure.
Advanced settings
- Billing type: Generally, we take care of 2 different billing types that you can customize later, regardless of the default recommendation. To do this, click on Advanced settings / Billing type. The live Billing type dropdown now offers three options: Calendrical, Reference date (absolute) and Fixed schedule.
- Calendrical: The billing periods are divided into calendar periods based on the selected payment period. This billing model is recommended for monthly or weekly payers, because at the beginning of the contract in the middle of the month the amounts are always calculated proportionally and then the full monthly fees are generated. At the end of the contract, a pro rata contribution is due again, so that the entire contract period is maintained and no money is "left lying around".
- Reference date: The billing periods always correspond to the selected payment period. There are no pro-rata fees unless a pre-usage fee or special termination has been agreed. For example, if a membership with annual payment begins on May 20, a fee will be generated for the billing period May 20 to May 19 of the following year.
- § When you select this billing type, a checkbox "Adjust payment frequency to subsequent term (1 month) "This option overrides the payment frequency configured above and adjusts it to the length of the subsequent term. Subsequent terms will be calculated using the configured price. This configuration is particularly suitable for prepayment memberships with different initial and subsequent terms.
- Standard due date: Here you define the default due date, e.g. the first of every month (for monthly payers), or always on Mondays (for weekly payers).
- Due date of starter package and partial charges: Here you decide whether the pro-rata fees (e.g. registration fees and pre-contractual usage) are due immediately or should be collected on the first standard due date.
- Bonus period: Here you can choose whether or not to include a free period in your offer.
- No bonus period: Your offer does not include a bonus period.
- Membership start date: A bonus period is included from the start date of the contract; you can choose the period in months. With this setting 2 buttons appear, which are optional:
- Extension of the cancellation period: with this option you can determine whether the last possible cancellation date is postponed into the future by the length of the bonus period. By doing so, you grant your member an extension of the cancellation period.
- Show term and bonus period separately: Here you can specify whether the term and the bonus period should be displayed separately.
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End of first membership period: The bonus period is taken into account at the end of the contract. You can make the same setting as for the membership start date.