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How to charge members quarterly, yearly, or semi-annually
How to charge members quarterly, yearly, or semi-annually

How to add plans to teams that bill in non-monthly intervals such as quarterly, annually, or semi-annually.

DeShawn Brown avatar
Written by DeShawn Brown
Updated over a week ago

How to Bill Teams in Non-Monthly Intervals

Coworks supports monthly recurring billing and invoicing. We also support other billing intervals such as quarterly, annually, and semi-annually. Follow these steps to set up different billing frequencies for your memberships.

Create A Plan

To bill a member non-monthly, start by heading to the Plans tab and adding plan with the desired billing frequency. Click the "Billed" dropdown and select your desired interval.

For New Teams

If creating a new team, simply select the plan of the desired interval from the plans list when filling out the team's information.

Click "Save," and the system will create a new membership with the desired billing frequency Currently, we do not support proration for non-monthly plans.

Note: You can only stack plans with the same billing frequency.

To add a team that is billed using multiple billing frequencies (ie: both an annual plan and a monthly plan), you must add ONE frequency first during the team creation, and then add the second plan after the team is created. Follow the steps below for more details on how to add plans to an already created team.

For Existing Teams

You can add new plans to an existing team by going to the Membership tab in the team's profile and clicking "Add Plan". At this stage, you can introduce new billing frequencies by choosing a plan with a different billing interval than the previous ones. For example, if you have a member who has a monthly invoice for coworking and dedicated desk plans, you could introduce a new quarterly membership in addition to the monthly plans. This will create two separate bill dates for the different billing frequencies.

Note: We do not support prorating for non-monthly plans at this time.

Note: All plans of the same frequency are stacked together on the same invoice and billed together (monthly plans are grouped, yearly plans are grouped, etc.).

Happy Coworking!

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