Adding Charges to Recurring Payments

Farrukh Omar's Avatar

Farrukh Omar

17 Jun, 2011 01:43 PM

We need the ability to add charges to our customers' monthly bill and these charges should be retained in the system as long as the customer is a subscriber. To give you an example, we have a SaaS application that our users subscribe to. These users pay an extra $20/month if they want to process credit cards from within the system. The issue is that this charge is also recurring but we do not want to set up a separate plan for this. I would suggest that when we add a charge to our customer's bills, it should have a checkbox that would let us make this a recurring charge so we don't have to add it every month to our customers' bill. Hope this makes sense. Feel free to contact me if you have questions.

  1. Support Staff 1 Posted by Marc Guyer on 17 Jun, 2011 02:06 PM

    Marc Guyer's Avatar

    Hi Farrukh, recurring "add-ons" like you've described are achieved with tracked items. Check out the first example under the tracked items section of this article: http://support.cheddargetter.com/kb/pricing-plans/pricing-plan-basics

    Does that take care of it?

  2. 2 Posted by Farrukh Omar on 17 Jun, 2011 07:12 PM

    Farrukh Omar's Avatar

    Mark,

    Thanks for the prompt reply. I tried out the feature. It does not seem like that solves our problem. From the looks of it we would still have to go in and manually set the quantity of the tracked item to 1 each month for CG to bill our customers correctly. Just to make sure you understand, this is an optional feature that our customers sign up for.

    Any help you can offer is appreciated.

    Regards,
    Farrukh

  3. Support Staff 3 Posted by Marc Guyer on 19 Jun, 2011 06:06 PM

    Marc Guyer's Avatar

    Hi Farrukh. With tracked items, you can either charge for "overage" once or in an ongoing manner (every month, for example). The "is periodic", or "monthly" checkbox in the tracked items config on the pricing plan page is the option to change the behavior. Uncheck this box to keep the customers' item quantities from month to month for the "add-on" behavior. This can be a bit confusing. Let me know if you have questions.

  4. Marc Guyer closed this discussion on 21 Sep, 2012 02:07 PM.

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