Selling a Membership on a Payment Plan

How to sign up a customer on a membership while paying a portion now, and scheduling the remaining payment for a future date.

1. Go to your Retail tab and look up a client.
2. In the Add Item box, click on Contracts/Packages.
3. Select the contract that you would like to sell.
4. Select the start date of the contract.
5. If necessary, adjust the contract price or enter a promo code.
6. Click Add Item.
7. Choose CC (Keyed/Stored). Note: Check to be sure you have stored your client's billing information if you plan on charging their credit card. 
8. Enter the amount the client will be paying right now.
   • The client should be paying at least 50% of the cost up front.
9. Choose the Account Payment method.
   
10. Check the Payment Plan box that appears under the account notes. 
11. Select the frequency that the client will be charged and the start date. The amount they will be charged will adjust according to the parameters you set. 
    1. The client should only have 1 payment and the "start date" should be set on a day BEFORE their renewal date.                         
    
12. Complete the sale.