Summary
In this guide, we will show you how to purchase a recurring membership on behalf of a customer account at FOH.
Steps by Steps Guide
3. Click on the Memberships Tab.
4. Click on 'Add New Membership'.
5. Select the Home Centre
6. Select the Recurring Payment Type.
6. Filter by Membership Categories (Optional).
7. Select the Membership Type.
8. Select the Start Date. (It will always default to today's date).
9. Select the Billing Date.
10. Click on 'Choose this Membership' to continue.
11. Enter Additional details if applicable (this can be configured from the Data Collection Module) and click on 'Save and Continue'.
12. You will now see the detailed payment details and amount which is usually be the pro-rata amount, Month in Hand (if applicable) and joining/set up fee (if applicable). Tick the T&Cs and click on 'Continue'.
13. Set up the new Mandate with the customer's billing details, have the customer confirm their bank details and click on 'Save And Go To Payment'.
14. Select the Payment Tender.
15. Click on 'Continue'.
16. Select how the customer wants to receive the receipt (or click on 'No Receipt' if applicable).
17. The Membership will remain in Pending until the AUDDIS files have been run. Will then change to 'Active'.