In this article, you are going to learn how to set up recurring payments. It will cover the monthly, Yearly, Semi-Yearly and recurring payments + one time fees. 

Sometimes our partners want to add a one-time payment + a recurring subscription or only have a recurring subscription. 



If this is your case please follow these simple steps to set it up correctly: 


1. Go to the admin and click on Finance >> Membership Plans >> Find the membership plan where you want to set up the recurring payment and click on Edit: 


 


2. In the General tab please make sure to select "Sign Up Email Sent" --> "Welcome-paid-member": 




Recurring Subscriptions Without the One Time Fee


  • Follow the instructions in steps 1 and 2. 
  • In the menu at the top, please choose the option "Pricing" and add the price in the "Monthly", "Yearly", "Quarterly" or "Semi-Yearly" options. 

    You can select the 3 of them or only one or two. 

    For example, you can add a monthly and yearly price, or only monthly, only yearly, or only semi-yearly. This decision is up to you depending on your project. 

Leave the One Time Payment blank or type "0".  




  • Make sure the "Account type" says "Paid".
  • Select the "Preferred Payment Term" option

    For example, if you chose only the Monthly Payment, select the option Monthly (Bill Once Per Month). 

If you selected the option monthly and yearly, you might want them to select the option: Yearly (Bill Once Per Year), instead of the monthly. 




This option will be reflected in the Checkout Form. 

If you see the image below, the Annually payment was selected automatically because that is my preferred Payment Term:





Recurring Subscriptions With A One Time Fee



  • Follow the instructions in steps 1 and 2. 
  • In the menu at the top, please choose the option "Pricing" and add the price in the "Monthly", "Yearly" or "Semi-Yearly" options + The One Time Payment. 

    For example, you can add a monthly and yearly price + a one-time payment". In this case, I'll charge $15 for the Setup Fee (Paid only one time) + $9.99 Monthly.

  • In this case, the "Preferred Payment Term" option will be Monthly because that's the only option I have. 




If you want to create recurring subscriptions (Yearly, Monthly or Semi-Yearly) please read this documentation: Setting up One Time Payments

If you want to create Free Membership Plans (Subscriptions) please read this documentation: Setting up Membership Plans.


If you would like to change the amount of the membership plan displayed in the image below please read this article:

How to Add New Membership Plans to the Join/Pricing Page