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Payment settings

In the Payment Settings, you can override the company settings from Account Settings, and setup custom Agreement Period and Bill Cycle to fit your needs for the service.

Payment Settings

Steps to add an Agreement Period​

  1. Click on the Add Agreement Period button.
  2. In the Title field, provide a descriptive title for the agreement period (will be visible to the user)
  3. Specify the duration of the Agreement Period in months by setting the number of months you want it to cover.
  4. Determine the discount percentage. This can range from 0% to 100%.
  5. Finally, click the Save Changes button to complete the process.

You now have a new agreement period option for the service.

Steps to add Billing Cycle​

  1. Click on the Add billing cycle button.
  2. Provide a descriptive title to explain the billing period (This will be visible to the user).
  3. Specify the number of months for the billing period.
  4. Determine the discount you intend to offer the buyer for making an upfront payment (ranging from 0% to 100%).
  5. Once you've filled in the necessary information, click on the Save changes button to complete the process.

You now have a new agreement period option for the service.

Removing Agreement Period and Billing Cycle​

You can easily remove Billing Periods and Agreement Periods by clicking the delete icon next to the specific Agreement or Billing Period. To designate a default, make sure to select one Billing Period and one Agreement Period.

Setting them as defaults is easy. Just open the desired Billing or Agreement Period by clicking the Edit Icon. Then, toggle the enable switch to the default position.