Create plan add-ons

Add-ons allow you to create recurring bill items for the whole plan period and charge your members fixed fees on a regular basis.

To create a new add-on, follow the steps below.

  1. Go to Community and select a company or a member.
  2. Assign a plan (or press on the active plan if it was already assigned).
  3. Locate Create Add-on  button under the Payment section.
  4. Confirm your choice.

If you want the price for the active plan and add-ons to be added to the bill every period, enable  Add to Bill . Enable Auto-Ready for Payment to finalize all the bills automatically at the end of every active billing period. 

All add-ons created are added as bill items to the bill and include the name of the add-on, price, and plan period. You can edit the name and price of the add-on at any time via Community, but changes to it will apply on the next renewal date

To delete the add-on, follow the steps below. 

  1. Go to Community and select a company or a member.
  2. Open a plan and pick an add-on previously created. 
  3. Tap Delete .

The add-on item will be deleted from the plan and won't be shown in the bill (if "Add to Bill" was enabled) on the next renewal date.


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