Important Tip- Go to the contact profile first and click on the Billing Tab or the Billing hot button.

1. Click on Create Billing Profile

Clicking on Create a Subscription will take you to the Add Subscription tab where you are able to select the membership you wish to add to the client profile.

2. Select Membership-

This will be the membership you would like to add the client to.

3.Select First Billing Date

You can expand the Preview Billing details by clicking the arrow. From there you may select the date you would like the membership to start. The date will default to today's date.

4. Add Payment Method-

You can add multiple payment methods to one contact. Enter the clients payment information and then select Add. The system allows for credit card information and ACH payments.

Important Note:
If a client has multiple payment methods on file and you are setting the membership to start on the same day, the system will charge the selected payment method. However, if the membership was added and set for a future date, the system by default will charge the primary card, regardless of the selected payment option. You may edit the Primary Payment method before setting up the future dated payment to ensure the correct payment method will be billed.

5. Enter Subscription Fees

Expand the Subscription Fees window by clicking the arrow.

If you are choosing a future date for your membership to begin you will notice the option to Add a ProRate. The ProRate amount will be charged immediately. The first installment payment for the subscription will be charged on the date you selected in the step above.

You may also add or remove Extra Charges such as Start Up fees. The fees will be charged the same date as the first installment. This means that if a subscription is dated for a day other than today the first installment and all fees will be charged on the date you selected.

If you enabled discounts when creating the membership you have the option to add either a percentage or amount discount.

6. Process Payment

Once you have set up your membership you will be able to view the membership summary before processing the payment. If everything looks correct, click the Process Payment button to finish the subscription set up.

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Once the payment is processed the system will automatically email the client with Subscription details as long as the location settings have the feature turned on.

If any fees or ProRate amounts were added an invoice will be sent out to the client with fee details.

You may see all correspondence and billing details in the clients Activity Feed.

Location Setting for New Membership email:

Important Reminder:
Please refrain from processing memberships late at night (after 11pm EST) to avoid any issue with the membership start date and first payment date. Due to different time zones and when the reconciliation process begins running it may impact the payment date in FPT as well as the merchant statement if the transactions are added close to midnight EST.