Billing Question

Jared Opsal's Avatar

Jared Opsal

17 May, 2019 07:45 PM

My usage of Cheddar is tied to Assembly, and that system is tied to a web app based on Python.

We have an implementation wherein a single user is responsible for billing for subaccounts. It is a donor matching program. The business has a master admin account that is billed, they send a signup link to their employees to sign up and donate, the employees have a credit card that is now being billed, and the employees charge is matched automatically by the admin account. This system is currently working well.

My question is, can we set up a scenario where the master/admin account is charged on a quarterly, bi-annual, or annual basis versus a monthly one or can we set up a scenario where the master/admin account isn't charged at all and they are billed for their portion to be paid via a check.

  1. Support Staff 1 Posted by Meghan Turner on 17 May, 2019 09:00 PM

    Meghan Turner's Avatar

    Hi Jared,

    Yes, all of that should be possible!

    To set up different billing frequencies you'll need to create some new pricing plans in your Cheddar dashboard here. The frequency at which a Cheddar customer account (in your case, an admin account) is billed is determined by the pricing plan the customer is subscribed to. Each plan can only have a single frequency (monthly, quarterly, semi-annually, annually, etc), so you'll need to create a plan for each billing frequency you'd like to use.

    To charge a customer outside of Cheddar via check, you can set their payment method to external. When a customer has an external payment method, Cheddar will still keep track of their billing cycle and fees, but when the customer's bill becomes due we'll simply mark the invoice as paid rather than trying to run it through your credit card payment processor. You can use our webhooks system to be notified when an invoice for a customer on an external payment method has become due, so you can then run the invoice through an external payment system.

    Hope that helps, but let me know if you have any follow up questions, Jared!

    Meghan

Reply to this discussion

Internal reply

Formatting help / Preview (switch to plain text) No formatting (switch to Markdown)

Attaching KB article:

»

Attached Files

You can attach files up to 10MB

If you don't have an account yet, we need to confirm you're human and not a machine trying to post spam.

Keyboard shortcuts

Generic

? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac