With the newly added feature, we now have the ability to select due dates to process a 'Single Payment' invoice, which can be scheduled for future dates with all the fees altogether.
Note: Scheduling an invoice can only be processed on a 'One Time' Payment offer or a 'Single Payment' subscription. Therefore, recurring subscriptions are excluded. Once the invoice has been scheduled, the date can no longer be adjusted.
How to schedule future payment for a Single Payment Subscription?
Go to the client's Billing Profile
Click on Add Subscription
Select the Single Payment membership you want to add to your client's account
Under the Preview Billing Details section, you will have the option to set the Trial Start date and Payment Date.
Once you have everything configured, click Continue and confirm the membership terms. You will then see this membership with a Scheduled status.
To see more added features, click on the 'Edit' tab.
Cancel Membership & Payment
Cancel Payment
Charge Now
Cancel Membership & Payment
To cancel a membership subscription, follow these steps:
1. Click on the 'Edit' button
2. A pop-up window will appear. Click on the 'Cancel membership and payment' button and then 'OK'
3. On the 'Subscription History' tab, you'll see the 'Canceled' status next to the amount, which indicates that the membership plan has successfully been removed or canceled.
Cancel Payment
The 'Cancel Payment' feature will abort only the charge, but the trial subscription will still be ongoing until it expires.
1. Before making the changes, the Payment Status is 'Scheduled'. Click on the 'Edit' button to open another page.
2. Once the pop-up page appears, click on the 'Cancel payment' button at the bottom right side of the page. Then, confirm by clicking the 'OK' button.
3. Once applied, the Payment Status in the Subscriptions tab and Payment Details summary will be changed to 'Reversed ', which indicates that there will be no future charges. However, the status next to the amount is still on 'Scheduled' as the trial is still ongoing until it expires.
4. On the 'Billing Summary' tab, select 'Ledger,' and it will show the summary of the transaction that the charges have been reversed for.
Charge Now
The newly added ' Charge Now ' feature will give you the ability to process the payment right away. See the steps to follow below:
1. Before making the changes, the Payment Status is 'Scheduled'. Click on the 'Edit' button to open another page.
2. Once the pop-up page appears, click on the 'Charge Now' button at the bottom right side of the page. Then, confirm by clicking the 'OK' button.
3. Once applied, the Payment Status in the Subscriptions tab and Payment Details summary will be changed to 'Paid ', which indicates that the payment went through successfully.
Pro Tip for Payment Method:
In selecting a payment method when adding the membership, if the membership is added on the same day, the system will charge the selected payment method. But if the membership was added and set for a future date, the system will charge the primary card by default, regardless of the selected payment option.
Important Note: If the account has a past-due balance, the system will collect both the invoice and past-due balance on the scheduled date.