04-04-2023 12:56 PM
Can anyone help me with automatic billing on the annual memberships? We are having just a few each month process payment already and I am not sure what differentiate those customers from the others. I want to take this feature off so it will not automatically charge their card without their permission.
04-07-2023 11:23 AM
you can set up automatic billing rules to take the manual process out of it
04-05-2023 06:55 AM
Hi @hbraddy -- do you have a separate membership type for annual billing? you can always exclude any membership types from any rule you create. If you want to create a billing invoice but not charge the customer, you can set the preferred payment method on the membership to Cash to ensure the customer does not get billed.