This article describes the process for setting up monthly billing to customers.
This article assumes the user is familiar with adding new products, adding new programs, and adding and editing customers. For more information on these subjects please visit support.teesnap.com.
Golf facilities may wish to set up the ability for customers to be billed monthly for membership dues or other services. To do this, a Program must be added to the customer record. The Program must contain a Product where the Recurring flag is set as active.
Next, a Program must exist which contains the recurring charge product. The product is added and the Recurring flag is activated through the Edit Program window.
Once the Program has been created, and the appropriate recurring product added to that Program, the Program can now be assigned to the customers/members in question. This is done from the iPad, Customer screen.
Teesnap is currently designed to automatically apply the monthly recurring charge to the customer's/member's AR account on the 15th of each month.
If you have any questions, please do not hesitate to reach out to Teesnap Support by emailing us at support@teesnap.com or calling 844-458-1032.