Memberships - Auto Billing | REC1 Knowledge Base

Memberships - Auto Billing

PLEASE NOTE: Auto billing is an opt-in feature. Once you have configured your activity to allow for it (see steps below), please contact REC1 support to enable the feature for you on the back end.

ADDITIONAL NOTE: Turn  off "required" for card code in payment form settings. It still gets required by the system at initial entry and verified in normal transactions, but when using a card on file, you would have to re-enter the card code every time because those never get saved by anyone due to PCI. So for that reason it needs to have "required" be unchecked.

Membership auto billing in REC1 breaks down into TWO types of billing:

1. Continuous (similar to a utility bill every month)
2. Structured (similar to a mortgage or car loan every month)

1. Continuous billing (month-to-month)
To setup, set billing duration to monthly, auto billing AND auto renew enabled.
Under this configuration, a user's account will show a "future" a.k.a upcoming balance for their renewal date, and will be auto charged on that date, resulting in a renewed membership, and new balance corresponding to their next anniversary date. Terminating the membership will reverse their latest "future balance." This style of billing means memberships will always be renewed month by month until terminated.

2. Structured billing (pre-set term w/ monthly payment)
To setup, set billing duration to any value greater than 1 month (typically 1 year), and enable auto billing.

(NOTE: If you set it to only 1 month, it would NOT have any payments.)

The Auto renew option should automatically hide as it is not applicable for this style of billing and should be disabled.

Upon signup, account will have all membership installments added as upcoming balances due. For example, for a 1 year membership you may pay $100 and then have 11 more $100 balances due each sequential month up until your expiration date. Each balance will be automatically charged to the card on file, on the due date, unless paid ahead of time.

For more information regarding the cards on file feature, please CLICK HERE.