This article will guide you through configuring a sales package to bill every two weeks (14 days). Bi-weekly billing can be useful for clubs that prefer a recurring payment schedule that aligns with employee payroll cycles or specific membership offerings.
Content
Before You Begin
Requirements
You must have a Master Admin login or a staff login with the following permissions:
- Club Setup: Can Access Setup
- Club Setup: Can Access Sales Packages Setup
Important Notes
- Bi-weekly billing is configured using a package duration of 14 Days.
- A new invoice will be generated every 14 days based on the package settings.
- Billing Day Templates are designed for monthly billing and cannot be used with bi-weekly billing.
- Installment-based packages can still be used with bi-weekly billing.
Configure Bi-Weekly Billing
Navigate to Setup > Sales > Sales Packages.
Under the Settings tab, select the Package Duration field - Here you will enter 14 and choose the Days option. Click Update Settings.
An invoice will now be generated for this package every 14 days and will continue based on the package settings for Installments and Auto-Renew.
Use Cases
1. Aligning Membership Billing with Payroll Schedules
- A club wants members to be billed every other week rather than monthly.
- Staff configure the package duration as 14 days.
- Result: Members are billed on a bi-weekly schedule throughout the life of the agreement.
2. Creating a Short-Term Training Program
- A club offers a training package with payments due every two weeks.
- Staff configure the package using a 14-day duration.
- Result: Invoices are generated every 14 days according to the payment schedule.
3. Building a Term Agreement with Bi-Weekly Installments
- A club offers a 12-month agreement with bi-weekly payments.
- Staff configure the package with 26 installments.
- Result: Payments are collected every two weeks over approximately 12 months.
Frequently Asked Questions
Q: Can I use a Billing Day Template with bi-weekly billing?
A: No. Billing Day Templates are designed for monthly billing schedules and will not function with bi-weekly billing.
Q: How often will invoices be generated?
A: Invoices are generated every 14 days when the package duration is set to 14 Days.
Q: Can term agreements use bi-weekly billing?
A: Yes. Term agreements can be configured with bi-weekly installments.
Q: How many installments should I use for a 12-month agreement with bi-weekly billing?
A: A typical 12-month agreement billed every two weeks would use 26 installments.
Q: Will Auto-Renew still work with bi-weekly billing?
A: Yes. The package will continue to follow its Auto-Renew settings after the initial term if configured to do so.