In this article you will learn: How to store payment dates for rates
Quick guide to operating the functionality:
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Settings / Membership Management / Rates / Add payment frequency
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Then click Add payment frequency
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Select the type recurring or not recurring and then select the reference period or date.
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Enter your payment dates and the amount of the payments.
What are custom payment dates?
To provide very special rate configurations, which refer to specific payment dates, which can be individually adjusted once or recurringly, we have introduced individual payment dates.
Payment dates and the amount of the payments can be agreed with a potential member in order to correspond to the member's solvency.
Important:
Due to the high Individualization , the individual payment dates cannot be played out via the SalesTool or the MySports websites and are only available via the assignment via the Magicline member account.
How can individual payment dates be created?
In your Magicline you can define the individual appointments in the rate configuration for the payment method. These dates are used as a template when the contract is created and can still be defined when the contract is awarded.
To configure individual payment dates for a rate, go to Settings / Membership Management / Rates / Add payment frequency in your Magicline .
We offer you the option of a type recurring or to create not recurring or to define appointments based on key dates. In the window that appears, you can now assign the appointments.
In this example, based on the day the contract was concluded after
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after 1 day 15 euros
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after 14 days 75 euros
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after 3 weeks 75 euros and after
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2 months 250 euros due.
Important: When creating the payment dates, the dates cannot be outside of the contract or contract extension. In this case, an error is displayed and the dates must be changed.
How can I edit the payment dates when creating the contract?
When assigning a rate to a member via the member account, you will receive an overview of the payment dates as usual:
Since these appointments were created as a template and do not necessarily correspond to the ability of your member to pay, you will receive an overview of Billing details the possibility to set the payment dates and the amount of the payments individually.
Click to edit Customize.
If you now adjust the payment dates and the amount here, the data will be written to the member account and the contract with the dates and the amount will be created and you can now also make the respective contributions see the contribution account.