Must know
- Available when a superadmin enables Payment Plans for your club (it also needs Uplifter’s platform-wide payment-plans switch). The Recurring Billing page is hidden in the classic view.
- Plans are only offered for one-time-priced programs sold as a whole, and their settings lock once anyone has enrolled on the plan.
- A failed instalment is retried up to 3 times, at least 20 hours apart; after that it is marked FAILED, the invoice becomes overdue and the account holder is emailed. There is no “instalment coming up” reminder email.
- Charges run daily at 8 AM UTC.
1
Allow a plan on a league or program
In the program editor switch on Allow payment plan (“Let guardians pay a deposit at checkout and split the rest into automatic installments”). Set Deposit (today), # of installments and Cadence (Weekly / Bi-weekly / Monthly). The preview reads “{deposit} today, then {count} × {amount}”.
2
Members choose it at checkout
A member paying by card sees the plan option, pays the deposit and saves the card; each instalment then charges that card automatically. Pay at Club or by Mail is not offered for a cart that needs a stored card.
3
Follow the charges
Financials → Recurring Billing shows Active Recurring, Due Today, Upcoming (7 days) and Failed/Retry tiles, a filter (All / Active / Paused / Failed / Cancelled) and a table of Guardian / Member, Source (Program / Membership / Pass / Manual), Amount, Next Charge, Payment Method and Status, with Pause, Resume, Retry (on a failed charge) and Cancel actions. The invoice itself shows a Payment plans card with the instalment table.