Recurring Product Charge

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Gianna Viola

• May 27, 2020 20:07

I provide supervision, and I bill monthly rather than hourly for it. The way that I set this up in SP is to have a $0 fee for each session scheduled and then bill for the month as a "product" called "monthly supervision". Is there a way to have that product charge set up as a recurring charge so that I don't have to manually create an invoice for it each month?

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  Kimberley Arcara

  • June 28, 2020 00:47

  I have a similar question.  I am doing the same thing but charging a monthly Concierge Membership fee  and would like it to be recurring and auto-paid if possible

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  Ruth

  • August 06, 2020 00:52

  Hi Gianna and Kimberly,

  Although there isn't a way to automate charging for a Product, you can enable Monthly Invoicing for your practice. If you decide to go this route, you'll want to change your rate per session to reflect how much you'd typically bill for a month's service. You could then enable Autopay for your clients and have their credit card on file get charged the night the monthly invoice is generated. 

  I'd recommend looking over our Monthly Billing Best Practices. 

  Kimberly - You could add a custom service code titled Concierge Membership, then add it as an additional recurring appointment, set to repeat every 4 weeks. Here are detailed instructions on Creating a new custom service code and Creating a recurring appointment series. 

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  Caitlin Rochester

  • June 14, 2022 15:58

  Bump!

  Have there been any changes to this in the last 2 years? I am starting a practice that offers services similar to those described above and am curious about recurrent, automated billing.

  Caitlin

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