This guide will go through how to create a monthly subscription payment within the payments module. This will give you the ability to invoice and request payment from your players / members or coaches. This can be used over a range of products. For example: locker room, car parking space, invoicing coaches for courts etc.
Step 1: Go to Payments module on the left hand side of the Admin area and then click on 'Subscriptions' as shown highlighted below:
Step 2: You'll then be taken to the Subscription page, like the below:
Step 3: Click on 'Create payment' and you'll be taken to this pop up screen, you'll need to add the following information in:
- Contacts: When clicking on 'Add customer' you will see you can add a new contact or a search for a player that is already linked to the club contacts module. Please note: You can add more than one contact here.
- Products: When clicking on 'Add item' you will be able to add a new product or select a product you have already created in the system. You will need to add the Quantity and the Price for the product too. Please note: You can add more than one item here.
- Payment Details: For payment type you would need to select 'Monthly subscription' and add a the number of Monthly payments and Monthly payment date. The reference will be used in the Stripe account showing what the payment is for.
Step 4: Then click on 'Request payment'. This will then be sent to your contacts you have selected.
Step 5: You will then see the pop up appear confirming this has been sent to the player: