The types of automatic payments in WellnessLiving are Purchase Options and payment plans.

Purchase Options are typically used to provide access to your business's services. You can configure your Purchase Options to auto-renew when they expire so that your clients can keep using them to book services instead of buying a new one. When the Purchase Option renews, clients are automatically billed the price of the Purchase Option. For more information, see After Expiration under membership, session pass, or package general information settings.

Memberships also have scheduled auto-payments that recur based on the membership's general settings. For more information, see Auto-payments every under Membership general information settings.

Payment plans are used to break down purchases into smaller installments. Payment plans can be configured for Purchase Options or products sold in your store and are set up for individual clients at checkout.

There are two ways to set up automatic payments for your clients. You can either set up a payment plan for a Purchase Option when making a sale, or you can sell a membership or auto-renewing Purchase Option. To learn how to set up a payment plan for a client, see Applying a payment plan at checkout.
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Yes, you can customize the frequency in which clients are billed auto-payments.

If the auto-payment is for an auto-renewing Purchase Options, modify the Expires [duration] [time period] after first visit option to the desired frequency. For more information, see Select Expiration under membership, session pass, or package general information settings.

If the auto-payment is for a payment plan, modify the Repeat Every field under the payment method at checkout, For more information, see Applying a payment plan at checkout.
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The recurring auto-payments are billed to the default credit card saved to the client's profile. You can manually change the default payment method on the client's Passes & Memberships page. To learn more about changing a client's payment method, see Changing a client's payment method for a Purchase Option.

If a default payment method isn't selected, when a client is automatically billed, the most recent credit card or ACH payment method saved to the client's profile will be used by default. If the client doesn't have a recent credit card or ACH payment saved to their profile, the amount will be charged to their account balance.

To learn more about saving a default payment method to a client's profile, see To set or change a default payment method under Managing a client's credit card information and To save an ACH account at checkout under Saving a client's ACH account information.
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When a client's membership auto-converts into another membership, both of which have differing scheduled payment dates, the client's existing auto-payment date is maintained.

For example, a client has a membership with monthly auto-payments scheduled to be billed on the 15. The membership is set to auto-convert into another membership with monthly auto-payments scheduled to be billed on the 30. Upon conversion, the client will be billed on the 15 of every month.
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There are two types of sales reports that should be used for tracking automatic payments:

If you want to apply the account balance before the client's next payment is due, you can manually apply a one-time payment. For more information, see Making a one-time payment to a membership.
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Yes, a client can bill their monthly automatic payment to a gift card provided the client owns a gift card with set dollar values. To do this for the client, you must redeem the value of the gift card on the Billing & Accounts Balance page of the client's profile. The dollar amount on the gift card is added to the client's account balance. For more information, see To redeem a gift card from a client profile under Redeeming a gift card. Clients can also redeem their gift card on the Client Web App. For more information, see Client Web App: Redeeming a gift card.

Under store settings, you can choose whether to charge automatic payments for a client's positive account balance is charged. If you have the A client's positive account balance will be used for scheduled auto-payments prior to charging a stored credit card or ACH account option set to ON, then the client's account balance is charged for automatic payments. If not, you can manually apply a one-time payment. For more information, see Making a one-time payment to a membership.

Attendance restrictions and automatic payment frequencies don’t have to match. These settings are separate and don’t influence each other. For example, you can have an automatic payment scheduled for once a month and an attendance restriction of 5 visits every week. For more information, see Attendance Restrictions under membership, session pass, or package advanced settings.
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No, it’s not possible for a membership’s scheduled payments to automatically adjust. The price and frequency of an automatic payment can be modified on the membership’s setup page. For more information, see Auto-payments every under membership general information settings.

If you have the Attendance Restriction is applied at the start of the calendar cycle option set to ON, you can modify a Purchase Option’s attendance restriction to cover variations in a calendar cycle. For example, if a membership’s attendance restriction is set to 1 visit every week, the client will only be able to use your service once a week, regardless of the number of weekdays in the month.
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Yes, you can change the date of a membership’s automatic payment for a client. For more information, see changing a membership’s billing date.

No, fees for late or failed payments must be manually debited from the client’s account balance. For more information, see To credit or debit a client’s account balance under Clearing or adjusting a client’s account balance.

If the Reattempt failed automatic payments option is set to ON under business policies, an automatic payment is automatically reattempted when failed. For more information, see Automatic Payments under Business policy settings.

Yes, automatic payments made for auto-renewing account tab Purchase Option can be credited to a client’s account. For more information, see Account tab.
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Discounts for items with auto-renewals behave differently depending on the type of discount used and the type of item the discount is being applied to.

When applying manual discounts to auto-renewing session passes or memberships, percentage discounts apply to all future payments for the membership, while dollar value discounts only apply to the first payment. To learn more about manual discounts, see Applying a manual discount at checkout.

When applying discounts to auto-renewing session passes or memberships at checkout, discount codes may apply to either the first payment or to all future payments, depending on the membership discount settings for the code.

Additionally, discounts of any type applied to a package will only apply to the initial payment. Any membership contained within the package won’t receive discounts on future automatic payments.

If a client purchases a membership on the last day of any month and this membership has monthly automatic payments, the client’s automatic payments for this membership will always be billed on the last day of the month. For example, if a client purchases a membership with monthly automatic payments on February 28, their next two payments will be charged on March 31 and April 30.

If you want the membership to be billed on the same day every month, you can set a different start date for the membership when the client purchases it or change the billing date for memberships that have already been purchased.

Memberships with monthly automatic payments scheduled to be billed on the last day of every month will be billed on the 28 for the month of February, unless it is a leap year, in which case they will be billed on the 29.
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