Adding payment type and frequency to the rate

This article is about: Adding a payment type and its frequency to the rate

• Add a payment method
• Choose the type
• Frequency of payment
• Advanced settings

Quick guide:

1. Settings / Membership management / Rates
2. Select rates
3. "Click on "Add payment frequency

Add a payment frequency

Via Settings / Membership management / Rates you select a rate. After selecting the rate you are in the Terms. In the widget of the desired term, select "Add payment frequency". A window will appear. Fill it out and then click on Save.

Choose the type

• Recurring: your member always pays at the same time (for example, "every 1st of the month")
• Free: Your member does not have to pay anything.
• One-time: You can forget about this part; it is used only for importing special data.

Frequency of payment

After choosing the payment type you have to enter the frequency (e.g. 1x per month/week or day) and the price for it. You can now save directly and use the billing methods suggested by Magicline or make further settings via "Advanced settings".

Finally, you can set the price of the payment type. If you want to add more payment types to this rate, click on "Add payment frequency" again and perform the same procedure.

Advanced settings

• Billing type: Generally, we take care of 2 different billing types that you can customize later, regardless of the default recommendation. To do this, click on Advanced settings / Billing type
• Calendrical: The billing periods are divided into calendar periods based on the selected payment period. This billing model is recommended for monthly or weekly payers, because at the beginning of the contract in the middle of the month the amounts are always calculated proportionally and then the full monthly fees are generated. At the end of the contract, a pro rata contribution is due again, so that the entire contract period is maintained and no money is "left lying around".
• Reference date: The billing periods always correspond to the selected payment period. There are no pro-rata fees unless a pre-usage fee or special termination has been agreed. For example, if a membership with annual payment begins on May 20, a fee will be generated for the billing period May 20 to May 19 of the following year.
  • If you select this billing type, a checkbox "Adjust payment frequency to subsequent term (1 month) "This option overrides the payment frequency configured above and adjusts it to the length of the subsequent term. Subsequent terms will be calculated using the configured price. This configuration is particularly suitable for prepayment memberships with different initial and subsequent terms.

• Standard due date: Here you define the default due date, e.g. the first of every month (for monthly payers), or always on Mondays (for weekly payers).
• Partial fees: Here you decide whether the pro-rata fees (e.g. registration fees and pre-contractual usage) are due immediately or should be collected on the first standard due date.
• Bonus period: Here you can choose whether to include a free period in your offer or not.
• No bonus period: Your offer does not include a bonus period.
• Membership start date: A bonus period is included from the start date of the contract; you can choose the period in months. With this setting 2 buttons appear, which are optional:
  • Extension of the cancellation period (only shown, if you add a bonus period): with this option, you can determine whether the last possible cancellation date is postponed into the future by the length of the bonus period. By doing so, you grant your member an extension of the cancellation period.
  • Show term and bonus period separately (only shown, if you add a bonus period): Here you can specify whether the term and the bonus period should be displayed separately.
  • End of first membership period (only shown, if you add a bonus period): The bonus period is considered at the end of the contract. You can make the same setting as for the membership start date.