Find out about the different functions of the payments tab and how to use them.
Pro-rata payment
Tick this if you require a Pro-rata payment from the date of sign-up to the first regular (re-occuring) payment date. This will automatically work out the amount and charge for this amount as a one-off fee.
For example - your available regular Direct Debit payment dates are the 1st and 15th of each month. A new customer signs-up online on the 4th of the month. The pro-rate calculation would charge 11 days of membership from the 4th to the 15th.
This does not work if you do not have any reoccurring payments.
First payment date
This would allow you to set up a future first payment date. This is particularly useful during a pre-sale or pre-opening period for a new gym, where you may wish to offer "early bird" or "founding membership" offers.
For example, if you change this to 01/04/2023, and a member signs up on 05/02/2023 they will not be charged any reoccurring amount till 01/04/2023.
IMPORTANT - If you would like to start charging the customer from the point they sign-up, you will leave it as 01/01/0001. This is the default setting for normal operation.
If there is a one-off fee this is always asked for upfront regardless of the first payment date.
Collection day
Allows you to select when you will collect the reoccurring amount each month. You should check with your payment supplier what you have available and match these.
For example if you have a GoCardless Direct Debit account, and they provide you with the 1st and 15th as available collection days, then select 1st and 15th.
If set to immediate, it will collect the monthly amounts on the date of sign up. Though please note if the payment method is Direct Debit, due to the lead time for new Direct Debit instructions, the first available collection date is typically a minimum of 5-working days. Talk to your DD supplier if you are unsure.
Payment name
Select the name of the payment, this will then show up on the membership confirmation email. You may wish to call the first payment "Joining Fee" for example.
How much
Select how much the plan will cost.
Frequency
Select how often the cost of the plan will be collected.
If this is a one off payment plan you will have this as once, If you want this to be collected each month change this to monthly.
How many times
Allows you to select how often to collect the frequency. If setup to 1 this will be collected once per month, if setup to 2 this will be collected every 2 months and so on. Leave as 1 for standard monthly payments.
Repetition
Allows you to select how many times you want to collect the amount.
IMPORTANT - If you have setup the plan to roll each month ensure this is setup to repeat indefinitely otherwise it will roll for free till manually cancelled.
Example of a Plan that is set to take a joining fee of £100, with a regular monthly payment of £50, and a pro-rata payment added at the time of sale:
