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Set up a billing plan

Goal​

Put a way of paying on the shelf — £45 a month for twelve months, renewing — so the front desk can start customers on it, and name it on a membership type so a membership is paid on it by default.

Prerequisites​

  • You hold Sports & Leisure — centre manager.
  • Sports & Leisure is imported (the psl-sports-leisure solution).
  • An administrator has set psl_payment_provider under Environment Variables to your payment provider's adapter.

Steps​

  1. Open Sports & Leisure → Configuration → Billing plans and select New.
  2. Fill in the Billing plan section: a Name, the Amount per payment and the Currency.
  3. Fill in the Term:
    • Paid — once, daily, weekly, monthly, quarterly or yearly.
    • Payments a term — how many payments make a term. Twelve monthly payments is a year.
    • Renews automatically — whether a new term starts when this one ends.
    • Paid by — card or direct debit.
  4. Under Failed payments, set the Attempts at a payment and the Days between attempts. Left empty they are three attempts, three days apart.
  5. Optionally set Sold from and Sold until to put the plan on sale for a while only.
  6. Save.
  7. To pay a membership type on this plan, open the type under Membership types and pick the plan in Billing plan.

What happens behind the scenes​

A plan paid once is always one payment and never renews — the page sets that for you.

Payments are counted from the day a subscription starts, by calendar month, not by thirty days. A subscription that starts on 31 January pays on 28 February (29 in a leap year), then on 31 March again.

Changing a plan's amount does not change what anyone already pays: a subscription keeps the price it was started at until it renews, when the new term is at the plan's price then. Making a plan inactive stops it being sold, and a subscription on it then does not renew — it completes at the end of its term.

Troubleshooting​

  • "Say how many payments a term has." — fill in Payments a term; twelve for a year paid monthly.
  • "A plan is sold until a day after it is sold from." — swap Sold from and Sold until.