Recurrent products

You can sell a product up as a recurrent sale, which means it will be invoiced at specified intervals to customers.

Any product can be sold as a one-off or as a recurrent sale by administrators but, when setting up the product, you can indicate if customers can buy the product via the members portal as a one-off, as a recurrent purchase or both.
 
availability.png
The options available when setting up a product.
 
A recurrent product can be invoiced every any number of days, weeks, months, or years. In addition to this, you can also set the product to be invoiced every time the main contract of the customer is invoiced, effectively linking the billing cycle of the product to that of the contract for that customer.
 
recurrent_sale.png
The option available when selling a product as a recurrent sale.

Examples of items you may want to sell as recurrent products include parking passes or locker rentals. To allow a product to be purchased on a recurrent basis, open the advanced options for the product. In the Available as section, ensure Both as recurrent as a one-off purchase or Only as recurrent is selected.

In contrast to a contract, which makes a customer a member, selling a recurrent product will not make a customer into a member. Even though this customer will be invoiced for that product automatically based on the billing cycle you set when selling the recurrent product, they do not have a contract and are not a member.

For example, you may have:

  • A customer who purchases 5 day passes every month, so they always have a valid pass for days they want to check into your location.

  • A customer who purchases 10 days passes every 3 months because they are only in town for several days per quarter.

   You can only sell recurrent products to contacts via the admin panel, contacts cannot purchase recurrent products on the members portal.
Was this article helpful?
1 out of 1 found this helpful
Have more questions? Submit a request

Comments

Please sign in to leave a comment.