Setting a Charge Frequency allows you to choose how often you would like to charge a client for a package at your business.
You can select from one of the following payment options:
Number of completed visits | Weekly | Every 2 weeks | Every 4 weeks | Monthly |
Every 6 weeks | Every 2 months | Every 10 weeks | Quarterly | Yearly |
Related Article: How to Create a Package
- Navigate to Settings > Things We Sell > Packages.
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Select New Package.
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Select Auto Renew. This allows you to bill the client's credit card on file based on the payment frequency you choose in the next step.
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Under Charge Frequency, select the option you prefer. You can choose from the following payment options:
Number of completed visits Weekly Every 2 weeks Every 4 weeks Monthly Every 6 weeks Every 2 months Every 10 weeks Quarterly Yearly If you choose a frequency other than No. of Visits Completed you can also select to carry unused visits forward into the next billing cycle.
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In the field under Auto Renew Limit, set the number of times you would like to auto-renew the package. In the example below, we entered "6." This means that the package will auto-renew no more than 6 times.
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To apply a discount to the membership payments for a selected number of billing cycles, toggle Discount Initial Payments to on (green) and then enter a discount amount or percentage, and a number of billing cycles (or unlimited.)
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Finish creating the package. Then click Save.
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When selling the package on the Checkout screen, you'll be able to edit the charge frequency you set.
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