Pro-Rated Membership Charges (How-To)

Article Details

Summary

This article shows staff how to enroll a pet parent in a membership in the middle of a billing cycle. The first payment is pro-rated, so the pet parent starts using benefits right away and pays only for the rest of the current cycle.

About Pro-Rated Billing

Memberships can renew Weekly, Monthly, or Annually. Your business chooses the renewal cycle. A membership can also start on a set day of the week or on the Date of Sale.

When you sell a membership outside its standard renewal cycle, the system calculates the fee for the remaining days in the current billing period.

A pro-rated payment amount calculated for the remaining days in the billing period.

The Billing container shows the pro-rated amount, tax, payment method, renewal period, and benefits expiration date. Pro-rated charges only apply to the first payment. Later charges follow the regular renewal schedule.

Steps

Important: Depending on the membership's settings, a banner can appear on the enrollment page when you enroll a pet parent outside the renewal cycle (weekly, monthly, annually). A yellow banner shows how many benefits are available at the time of purchase. Another banner stops the purchase if no benefits are available in the billing cycle.

Start enrollment

  1. Go to Left-hand Navigation: Barcode Icon > Items for Sale > Memberships.

  2. Find the membership in the list.

  3. Select the blue Add Membership/Shopping Cart icon. Enrollment starts.

Enter the enrollment details

  1. Check the membership name. It fills in from your selection.

    The enrollment page with the membership name filled in.

  2. Select an existing pet parent, or create a new owner account.

    The owner field where you select or create a pet parent.

  3. Set the start date. To enroll mid-cycle, choose today's date or a date outside the regular renewal schedule.

    The start date field on the enrollment page.

  4. Check the billing schedule. The system shows the pro-rated charge for the start date.

    The billing schedule showing the pro-rated charge for the selected start date.

  5. Confirm the payment details, including the pro-rated cost and the next renewal date. Make sure the pro-rated cost is correct.

Select the payment method

  1. If the membership has a rate other than $0.00, select a payment method when the system asks. A card on file shows as the main option.

    The payment method options with a card on file shown first.

  2. To use a new card, add it during enrollment.

    The form for adding a new card during enrollment.

For $0.00 memberships, you do not need a payment method. The process moves straight to acknowledgment.

The enrollment page for a $0.00 membership with no payment method step.

Get acknowledgment and confirm

Important: Customers must review the terms of the membership and any added terms & conditions before they complete the purchase.

  1. Capture the acknowledgment and membership agreements.

    The options for capturing the acknowledgment and membership agreements.

    • SMS: Send a link for the pet parent to review and sign digitally.

    • Tablet: Use an in-person device to capture the signature.

      • Signed agreements are stored in Owner Profile > Agreements > Signed Membership Agreements.

        The Signed Membership Agreements section of the Owner Profile.

  2. Check all details, including the pro-rated amount and the start date.

    The final enrollment summary with the pro-rated amount and start date.

Finish enrollment

  1. Select the blue Purchase button. The enrollment is final. The system applies the membership benefits right away and sets the next billing date based on the membership's renewal cycle.

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