Deferred Billing

The Deferred Billing recurring service allows the member to receive all services up front and pay for them over time. It works just like POS on Club Account except that you have an agreement.

After you create a Deferred Billing recurring service you will not see this item in the list of active recurring services on the Manage Recurring Services page. To see this item, you must search for it under the Inactive recurring status.

The following table illustrates the Deferred Billing option:

Month

All Sessions up front

Month 1

30 sessions for the first invoice.

Total of 30 sessions for the year.

Month 2

0 sessions per invoice

Months 3-5

0 sessions per invoice

Months 6-10

0 sessions per invoice

Months 11-12

0 sessions per invoice

Use the instructions in the Create Recurring Services section to complete the first page (General - Step 1) of the recurring services wizard.

Use the following instructions to complete the second page (Purchase - Step 2) of the recurring services wizard.

To complete the Deferred Billing purchase section

  1. In the Billing section, click the Unit Price link to edit this amount if desired.
  2. Select the Total Service Quantity: 1 to 200 or Unlimited.
  3. The Extended Price is the unit price multiplied by the service quantity. Click the link to edit this amount if desired.

The extended price for today must be equal to or greater than the calculated discount.

  1. The Service Total is a read-only field that is calculated by multiplying the unit price and service quantity.

If the service quantity is Unlimited or UNL, the total is the unit price.

  1. Click the Down Payment link to edit the amount if desired.
  2. In the Invoice Setup section, select the number of Invoices.

You can select from 1 to enough invoices to reach three years based on the frequency.

  1. Select the billing Frequency: Monthly, Twice Monthly, Weekly, Every Other Week, Every 3 Weeks, or Quarterly.
  2. Select the First Billing Date.

The first billing date will default as follows based on the frequency.

  • Monthly frequency will default to one month from today.
  • Twice Monthly frequency will default to one month from today.
  • Weekly frequency will default to one week from today.
  • Every other week frequency will default to two weeks from today.
  • Every three weeks frequency will default to three weeks from today.
  • Quarterly frequency will default to three months from today.
  1. If the billing frequency is set to Twice Monthly, select the Additional Day of Month from 1 to 31.
  2. In the Invoice Schedule section, do one of the following:
  • Click Split Evenly to evenly distribute the service total to each invoice.
  • Enter different amounts for each invoice.
  1. Have the member review and sign the agreement if applicable.
  2. Click Finish.

What happens when you click Finish will depend on the recurring services Auto Buy setting on the Edit Club page:

  • If Auto Buy is set to Yes, the Point Of Sale page will appear with that member and service already selected.
  • If Auto Buy is set to No, the Manage Recurring Services page will appear.

For more information about the Auto Buy option, see Step 6 of Recurring Services Club Options.