Our recurring billing feature is now in beta! 🎉 This is an exciting opportunity for pet business owners to simplify payments and delight their customers. Ready to join? Email us at support@pawsadmin.com to get started today!
Why Use Recurring Billing?
Recurring billing is a powerful tool to:
- Increase revenue with consistent, automated payments.
- Reduce workload by streamlining payment processes.
- Offer convenience to your customers.
How It Works
Prerequisite: Link Your Stripe Account
Ensure your Stripe account is successfully linked before proceeding. Follow these steps:
- Navigate to Admin > Integrated Payments > Stripe.
- Enter your Stripe login credentials and confirm the connection.
Step 1: Set Up an Unlimited Package/Membership
- Go to Admin > Service and create an unlimited package/membership offering.
- Important: If you already have unlimited packages/memberships set up, you can skip this step. Existing packages/memberships do not need to be deleted or recreated.
- Configure the package/membership:
- Select the unlimited package/membership and set the duration (in days).
- Set the price and click Add.
Step 2: Generate Recurring Invoices for Customers
Ensure the customer has a saved payment method on file. Then follow these steps:
Save invoice
- Create a new invoice or open an existing invoice in draft status.
- Add the unlimited package/membership to the invoice.
Charge client
- Next, select Online as the payment method.
- Check the Auto-Renew box to enable automatic charges for the membership upon expiration.
- (Optional) Check the Send email receipt box at the bottom of the page to notify the customer.
- Scroll to the bottom to select the card to charge. Click Charge to finalize the process.
Step 3: Manage Recurring Memberships
To manage recurring memberships:
- Navigate to Recurring Membership Management Dashboard.
- View and manage active memberships directly from the dashboard.
Support
For questions or assistance, contact our support team at support@pawsadmin.com.
We're here to help and excited to see your business thrive!