Please make sure you have:
- Invited them to create their client portal account, and they have accepted that invitation.
- You have set up the plan you wish to subscribe to on the Plans screen.
Subscription | Description |
|---|---|
Clients | Select the client household for which you wish to create the subscription. Only households without an existing subscription-generated payment will display as you can only create one subscription for each household. |
Plan | Select the subscription Plan that you wish to use for the client. The Recurring amount and Frequency will populate based on the plan you select. |
Recurring Payment Start | This is the date when your client will be charged the first recurring payment based on the recurring payment amount. Clients will then be charged on the same day of the month going forward, based on the frequency of the plan. Subscription-generated payments in this column are subject to an additional 0.3% charge. Example: If you create a subscription to a Monthly plan for $75/mo starting on February 10, 2024, your client will be charged February 10, March 10, April 10, etc. |
Upfront One-time Payment | If you wish to add a one-time billing transaction to the subscription, which the client will be charged immediately, enter the amount here. The additional 0.3% charge for subscription-generated payments will not impact one-time billing transactions. For example, if you are creating a financial plan for a client and setting up a retainer fee that is charged monthly, you could create a subscription to the monthly plan for the retainer fee and charge an initial setup fee for the plan using the 'Upfront One-time Payment'. |
