You can change the autopay details on any membership that has autopay set up. For example, you can apply a sibling discount, move a member's payment date, add more payments, or adjust their convenience fee.
How to edit a billing schedule
Go to Accounts → Profiles and select the student
Open the Membership tab
Find the membership with autopay and click Actions → Edit billing schedule
Update the fields you want to change
Click Save changes
Changes apply to future payments. Payments that have already been made aren't affected.
What you can change
Field | What it does |
Autopay Amount ($) | The amount charged for each payment, before tax and convenience fee |
Tax (%) | Tax added to each payment. Enter 0 if you don't charge tax. |
Convenience fee (%) | The convenience fee for this membership |
Autopay frequency and unit | How often autopay charges, in Weeks or Months |
Autopay date | The date of the next charge (shown as Next autopay date under Billing Information) |
Autopay Installment Count | The number of payments still left, not counting ones already billed. It matches payments remaining under Billing Information. Raise it to add payments, or lower it to end the plan sooner. |
Memo | An internal note about the change. Only admins can see it. |
Frequency examples
Frequency | Unit | Charges |
1 | Months | Once a month |
2 | Weeks | Every two weeks |
3 | Months | Every three months |
How the amount is calculated
Tax and convenience fee are added on top of the Autopay Amount.
Example: Autopay Amount $150, Tax 0%, Convenience fee 3%. The member is charged $154.50 per payment.
Common questions
How do I give a student a sibling discount?
Open their membership, click Actions → Edit billing schedule, lower the Autopay Amount, and click Save changes.
How do I change the day a member is charged?
Set the Autopay date to the new date for the next charge. Later payments follow the frequency from that date.
How do I add or remove payments?
Change the Autopay Installment Count. It's the number of payments left, not the total. For example, if 4 of 12 payments have been billed, the field shows 8. To add 3 more payments, change 8 to 11. The plan then has 15 payments in total. The count must be at least 1.
I changed the convenience fee in Settings. Why didn't this membership change?
A rate change in Settings only applies to new memberships. To update an existing one, change Convenience fee (%) here.
Can members see the memo?
No. The memo is only visible to admins.
Related articles
How Autopay Works & What Happens When a Payment Fails
Convenience Fees and Late Fees