Stripe Billing powers recurring payments and subscription business models with tools to reduce churn. Use Stripe’s APIs to quickly set up recurring billing and automatic payments for your business. Easily create and manage subscriptions and recurring invoices from the Dashboard. Step 2: Here you can add a new monthly membership for the person (1), select the MONTHLY membership and dates it will be valid (2), and add their recurring monthly payment (3). Be sure the recurring monthly payment MATCHES the monthly fee for the membership selected. The monthly fee in this example shows $20.00. When you add a recurring payment.

Many organizations offer a monthly membership fee where they accept a monthly payment throughout the year. SchedulesPlus supports monthly processing, enabling you to track and log these recurring monthly membership payments. Here are the steps to set it up.

A. ONE-TIME AUTHORIZATION TO USE RECURRING:Contact SchedulesPlus support and let them know you’d like to use the recurring payment/donation feature. SchedulesPlus will then authorize your account to use this part of the product.

B. ONE-TIME MEMBERSHIP SETUP: if you are going to be accepting monthly membership fees, you would first want to ensure the MEMBERSHIP is defined properly, with a monthly fee included. You setup your memberships in ACCOUNT – MEMBERSHIP SETUP. Ensure any membership that offers a monthly fee has that fee listed in the FEES section.

C. SELLING A MONTHLY MEMBERSHIP TO A PERSON:

Step 1: As a Person purchases a monthly membership, you would go to their PERSON record, and click on the button MEMBERSHIPS.

Step 2: Here you can add a new monthly membership for the person (1), select the MONTHLY membership and dates it will be valid (2), and add their recurring monthly payment (3). Be sure the recurring monthly payment MATCHES the monthly fee for the membership selected. The monthly fee in this example shows $20.00. When you add a recurring payment, it always assumes it will be processed as an ACH transaction.

SAVE your selection. (NOTE: the full Membership fee listed will automatically calculate using the monthly fee of the membership times the number of months you’ve selected. You can always elect to override this in the OVERRIDE FEE WITH field, if needed.)

After saving your membership, you are returned to the individuals historical list of memberships. You will now see the new membership you just added. In our example, it reflects a GOLD MONTHLY membership with a monthly fee of $20, and a recurring monthly payment.

If you ever need to change a person’s recurring payment, you can do so by going to their PERSON record, selecting FINANCIALS and RECURRING, and clicking on their name.

D. LOGGING PAYMENTS MADE FOR THAT PERSON’S MEMBERSHIP:

There are two ways to log a payment made for a membership.

Option 1:Log it individually. You can go directly to the membership for that person (see above), and click the red PAY button. Identify the payment date, the payment type, any payment category (used in reporting), and amount. This option is best if people will be submitting checks to you each month to pay for their membership.

Option 2: Process recurring monthly payments as ACH bank payments. If your organization works with a bank and has them auto-process ACH withdrawals, EACH MONTH you would use the following steps to prepare the list for the bank, and then log the payment back into SchedulesPlus.

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Step 1: Get a list of your recurring payments. Go to FINANCIALS-RECURRING.This view lists all monthly recurring payments that you have defined. This view shows you those that are active (green shaded), what it is linked to (in this case a Membership that expires 11/30/17), and if any payment historically has been processed, it will tell you the date of the last payment logged.

From here, you simply click on EXPORT THIS VIEW which will create an EXCEL CSV file which you can use. Please note that the data in the specific columns is important. Columns should not be moved or deleted. Although this example only shows 1, typically, if you have many people that you are processing monthly ACH payments for, you’d see them all in this file.

Step 2: Preparing a file for your bank. You can then use this file in preparing what you need for your bank. When processing ACH transactions with your bank, every bank has a unique format. You will want to save 2 copies of this achrecurring.csv file. 1) save the original file for future use inside of SchedulesPlus. 2) save a 2nd copy that you can modifiy for use with your bank. Use the 2nd file and modify it as needed to work with your bank (adding routing codes, or Credit Card Numbers etc. that the bank requires for processing). NOTE: SchedulesPlus does not store bank routing information or credit cards. You will need to maintain these outside of SchedulesPlus and add them to your processing file.

IMPORTANT NOTE: When you save the csv file, DO NOT click the upper left triangle above the 1 and next to the A. Do not highlight anything. Leaving everything unhighlighted allows excel to save just those rows and columns that have data in them. The size of your file will be less than 200K when it is saved. If your saved file is anything over 500K, you need to go back and resave without anything highlighted. If you have any difficulties with this step, contact SchedulesPlus for assistance.

Step 3: Logging the payment in SchedulesPlus. After you have processed your month’s payments with your bank, you will want to ensure that those payments are logged in SchedulesPlus. To do this, you will need to use the original achrecurring.csv file that you exported from SchedulesPlus. Essentially, you will using this file in a batch job to load a record of the payments you processed for each membership (following steps 3a-3c).

Step 3a. First, if your bank didn’t process specific people in the file, make sure you remove them from the original achrecurring.csv file.

Step 3b. Then, go to FINANCIALS – BATCH LOAD to start the process to upload/log the payments.

Step 3c. You won’t need to worry about the file format if you didn’t change it. Follow the instructions in the example below:

As the payments are processed, you will receive messages reflecting whether they were loaded successfully.

Step 4: Verify your work. You can return to ACCOUNT – FINANCIALS to see all payments loaded and VIEW any of interest.

Sell2memberpaid Memberships And Recurring Payments Due

Now, if you re-visit FINANCIALS-RECURRING, you see the LAST PAYMENT made reflected. It reflects the date you indicated in your BATCH LOAD, as well as the amount paid.

If you click on the payment info, you will see the details of the payment.

If you click on the LINKED TO ‘Mbrshp #’ reference, you will see the Membership info reflecting all payments made to date for that membership.

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