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Must know
  • The daily run charges every recurring charge that is due at 8:00 AM Eastern time. You don’t trigger it.
  • Each row is one athlete and one product, and can hold more than one charge. Click a row to open that charge’s own page.
  • A charge with no card attached still runs. It uses the family’s default saved card or bank account, and if they have none, leaves an unpaid invoice the family can pay online.
  • Families get a reminder email 3 days before a charge that has a payment method on file.
What a recurring charge is. It bills a family automatically on a schedule for a program, membership or pass. Find them at Financials > Recurring Billing. Viewing needs View Financials. Changing a charge needs Edit Financials. Cancelling one tied to a program or membership also needs Edit Athletes or Edit Training. Where charges come from. Checkout creates one for a recurring program, membership or pass. So do staff-added and imported program enrollments. Manual means no linked pass, membership or program, such as a punch card subscription renewal. When the run charges. Every day at 8:00 AM Eastern time, the run charges each Active or Failed charge whose next charge date is today or earlier. Failed is not final: the charge is tried again on its next cycle. A paused charge whose restart date has arrived resumes first and bills in the same run. Per session. Only charges with the Per session frequency are skipped by the run and by reminders. A program priced per session that bills monthly gets a monthly charge for the sessions scheduled in each period, at the family’s best rate. It bills on your club’s monthly billing day if you set one. An empty cycle bills nothing. A program billed per session gets no recurring charge. With no saved payment method. The run doesn’t wait. It uses the payer’s default saved method, or the newest usable one. With none, a $0.00 cycle still settles. When money is due, the attempt fails with “No valid payment method on file”, an unpaid invoice is left for the family to pay online, and the usual retries start. If it is still unpaid when the retry window ends, the charge goes Failed and a linked pass moves to Expired and a membership to Lapsed (not a program). See What happens when a recurring charge fails? The 3-day reminder. It covers Active and Failed charges with a payment method on file, as one email per guardian per club (payment plan installments due that day ride along). It skips charges set to stop at period end, and sends only while the Recurring Charge Upcoming rule is on (Settings > Communication > Notifications, System Rules tab). No method means no reminder, but the charge can still run. The tiles. Due Today, Behind (past their debit date), Upcoming (7 days), Active Charges and Failed/Retry Charges. They count charges, not rows, and money tiles show the price before tax and fees. The rows. Find a charge. Search by name… matches payer, athlete, description, program and membership, and every word must match. Filters opens Filter recurring billing: Status, Program, Next billing date, Payment method (Card, Bank account, No payment method), Behind schedule and Failed attempts. Tables open at 100 rows, and Cards is the other view. Your search, filters and view are kept when you come back from a charge. A club with none sees No recurring billing yet. A search or filter with no results shows No recurring billing matches these filters. A very large club may see a warning that some rows are not listed: narrow the list. Open a charge. Click a row, or choose Configure. The header shows a Pass, Membership, Program or Manual label, the athlete, payers and cycle total. Edit sits in the header, or on each charge’s card when a row holds several. Source shows how each cycle is priced, and Cycles lists each period’s Charge date, Amount and Outcome. A rate-card charge always bills monthly on your club’s billing date, with no amount override. Details: changing a recurring charge. Change one, or many. The row menu offers only actions that apply, such as Retry now, Pause, Resume, Cancel and Set Active (how). Program and membership pages have a Recurring billing menu for every athlete at once. A guardian’s profile has a read-only Recurring Billing tab, and families see their side. Related: How do I pause, resume, or cancel a recurring charge? · What happens when a recurring charge fails? · How do I change a recurring charge’s amount, frequency, or billing date? · How do I restart a cancelled recurring charge?