Recurring Billing / Auto Renewal setup (INTERPODIA ADMIN ONLY)

How to setup monthly/yearly subscriptions

IMPORTANT NOTE:

Renewals do not respect any discounts applied to the initial transaction (coupon codes, multi-reg discounts, etc) and only charge the base price set on the system.
For example: If someone used a $15 off coupon on their initial registration this coupon will not apply to subsequent renewals and the person will be charged the full base price as set on the site.

EVENTS/CLUBS

Once the event is setup with the proper registration categories;

1. Create a Registration Category Billing Plan
https://2mev.com/eventsquare/admin/panel/cart_app/registrationcategorybillingplan/

This django interface is pretty self-explanatory, the tool tips onscreen explain quite clearly what needs to be done.

If your subscriptions need to renew on a pre-determined date for everyone registered, regardless of the initial transaction/purchase date, then you'll need to create a Billing Calendar and tell the system which dates to renew all subscriptions on.
For example: If subscriptions need to renew on the 1st of each month. If someone registers on January 29 and the calendar is set to renew of February 1, the person will be charged on January 29 (for the initial transaction) and February 1 (for the renewal).

Otherwise, setting the Number of Repeats + Repeat Period & Period Type will create the subscriptions based on the transaction date.
For example: Paying in "installments" - pay $xx.xx today and we'll charge you the next installment in 45 days and the third installment in 90 days. Each individual subscription will renew based on the Number of Repeats + Repeat Period & Period Type after the initial transaction for that person's registration.

• Add in the Cart Description:

EN: "Thank you for choosing the split payment option for your XXXXX registration. The 1st payment will be charged at checkout, then you'll be charged again for the SAME amount, on XX/XX/XXXX. Any questions, please contact add contact email address."

FR: "Merci d'avoir choisi l'option de multi-paiement pour votre inscription XXX. Le 1er paiement sera débité lors de votre inscription , puis vous serez à nouveau débité du MÊME montant, le XX/XX/XXXX. Pour toute question, veuillez contacter add contact email address."

• Add in the Receipt Message:

EN: "You've chosen the split payment option for your XXXX registration. The 1st payment has been charge at checkout (date on that receipt), then you'll be charged again for the SAME amount, on XX/XX/XXXX. Any questions, please contact add contact email address."

FR: "Vous avez choisi l'option de multi-paiement pour votre inscription XXX. Le 1er paiement a été débité lors de votre inscription (date sur ce reçu), puis vous serez à nouveau débité du MÊME montant, le 1er XX/XX/XXXX. Pour toute question, veuillez contacter add contact email address."

2. Create Registration Category Renewals
https://2mev.com/eventsquare/admin/panel/event_app/registrationcategoryrenewal/

In order for the subscriptions to work the registration category must renew into itself. Using the registration category in your Billing Plan above, enter the category ID in the "From Category" and "To Category" fileds

3. Enable "Allow multiple registrations" on the event/club AND on each registration category FROM DJANGO

https://snowreg.com/eventsquare/admin/panel/event_app/registrationcategory/

If you have a mandatory store item linked to the installment option, your store items will automatically be renewed too.

To prevent this, go to store display in django and tick the following box
https://snowreg.com/eventsquare/admin/panel/store_app/storedisplay/

Screen Shot 2022-01-20 at 3.10.14 PM

MEMBERSHIP ORGANIZATIONS

Once the morg  is setup with the proper groups;

Create a Group Billing Plan
https://2mev.com/eventsquare/admin/panel/cart_app/groupbillingplan/

This django interface is pretty self-explanatory, the tool tips onscreen explain quite clearly what needs to be done.

If your subscriptions need to renew on a pre-determined date for everyone registered, regardless of the initial transaction/purchase date, then you'll need to create a Billing Calendar and tell the system which dates to renew all subscriptions on.
For example: If subscriptions need to renew on the 1st of the year. If someone registers on December 29 and the calendar is set to renew of January 1, the person will be charged on December 29 (for the initial transaction) and January 1 (for the renewal).

Otherwise, setting the Number of Repeats + Repeat Period & Period Type will create the subscriptions based on the transaction date.
For example: If the membership is to renew in 12 months from the date of purchase. Each individual subscription will renew based on the Number of Repeats + Repeat Period & Period Type after the initial transaction for that person's registration.

IMPORTANT
This isn't necessarily required, but if you need the membership to expire before the renewal you need to set Membership Validity on the group https://2mev.com/eventsquare/admin/panel/membership_app/group/

There are 3 fields on the Group to set a membership's validity for automatic expiry prior to the renewal.
Membership validity:The number of days a membership is valid for
Valid to: only set this if there is a fixed expiry for all memberships of this Group
Renewal period: the number of days prior to expiry that someone can renew a membership.