Enabling a Product for Installment Billing
To enable a membership or subscription product for installment billing:
- Click the Administration hyperlink located on the Module Menu to launch the Administration module.
- Click the Member Types group item to view the list of available actions.
- Follow the steps outlined in the Member Type help topic to Add a new Member Type, or use the Find functionality to locate a specific Member Type. You may also click the List Member Types link to view a list of all Member Types.
- Open the Member Type profile for the Member Type.
- Expand the list of Membership Dues Rates located in the Dues Rates child form.
From here you must either add a new dues rate, or edit an existing rate.
To add a new dues rate, click the +Add icon and follow the steps outlined on the Adding Membership Dues Rate help topic.
To edit a dues rate, click the Edit icon next to the dues rate you wish to edit.
This will cause the Frequency and Number of Installments drop-down menus to become visible. These drop-downs allow you to set the parameters for the billing installments.
- Expand the Frequency drop-down menu and select how frequently the customer will be billed.
- Expand the Number of Installments drop-down menu and select the number of installments that will be allowed to pay off this product fee.
- Click Save.
The installment billing settings have been saved for this dues rate. Whenever it is selected for purchase, these billing parameters will be applied to the invoice. In the case of the image above, whenever dues rate OLBDUESA is selected, the purchaser will be billed in monthly increments for four straight months at which time the full cost will be paid off.