Recurring Billing is a way to automatically bill to a credit card on record or automatically invoice a customer for a specific class. This is not the same as a Payment Plan which is set up in the Time Period and applied on an invoice.
NOTE regarding security and the Saved Credit Card feature: If ASAP stores credit card information based on Preference Settings or the use of ASAP Recurring Billing, that card information is encrypted within the ASAP database according to PCI guidelines (https://www.pcisecuritystandards.org/index.php). At no time is the card information viewable by a customer, ASAP user or member of ASA's staff. Only limited information needed to identify a card is available such as last four digits, type and expiration date. ASA takes data security and card processing requirements very seriously. ASA maintains PCI-DSS compliance at all times and is a registered Service Provider with both Visa and MasterCard.
You may set up a fee for the class as you normally would. This is not related to the recurring fees that you set up. If you set up a normal class fee, the student will pay the class fee upon the initial registration/enrollment and will pay the recurring schedule based on the setup that you create for recurring billing and invoicing.
It is imperative that you set up recurring billing or invoicing BEFORE registration begins. If you create a recurring billing or invoicing schedule after students have been registered, the student will NOT receive bills/invoices according to the schedule that you set up.
To enable a class for recurring billing, follow these steps:
- In the Classes sidebar, select Details.
- Toggle the Recurring fees tab On.
- Select the + icon.
- Select a duration.
- Configure the pay type to invoice or autobill.
- Select the fee to display.
- Configure the First Billing Date.
- Select Day to bill.
- Select number of payments.
- Configure the payment amount.
- Select whether this is discountable or 1098 eligible.
- Select which G/L account to deposit the money in.
- Create Fee.