Plans

The plans section of Reef Pay allows your business to create and manage recurring billing templates that can be applied to your customers. When applied to a customer, they will be billed automatically according to the plan's billing cycle.

• Plan Name - The name of the plan.
• Billing Cycle - The period of time between payments. Options include: Daily, Weekly, Bi-Weekly, Monthly, Quarterly, Semi-Annually, or Annually
• Amount - The amount to be billed to the customer.

Your plans can be used for things such as:

• Gym Usage
• Spa Packages
• Club Memberships
• Subscription Services
• And much more!

To access this section, select Plans on the navigation sidebar.

Creating a Plan

1. Click New Plan.
2. Enter the name of the plan.

3. Enter the plan subtotal. If using plan items, see the Adding Plan Items section.
4. Select a billing cycle.
5. Select when the plan ends.
   • Never - The plan will bill the customer indefinitely until cancelled manually.
   • After - Enter the number of times the plan will bill the customer before ending.
6. Click Create.

Adding Plan Items

1. Open the Items dropdown and click Add Item.
2. Search and select an item from your business's inventory. After selecting an item, it will be added to the items dropdown and calculate your subtotal automatically.
3. Select when the plan item ends.
   • Never - The item will be billed indefinitely.
   • After - Enter the number of times the item will be billed before being removed from the plan.
4. To add an item discount, click the Add Discount button and select a discount to be applied.
5. To remove an item, click the red trash icon.

Adding Plan Discounts

1. Open the Discounts dropdown an click Add Discount.
2. Search and select a discount from your business's database. After selecting a discount, it will be added to the discount dropdown and applied to the totals found at the bottom of the page.
3. Select when the plan discount ends.
   • Never - The discount will be applied indefinitely.
   • After - Enter the number of times the discount will be applied before being removed from the plan.
4. To remove a discount, click the red trash icon.

Editing a Plan

• To edit an existing plan, double-click the row of the plan.
• To delete a plan, click the red trash icon on the row of the plan.

Adding a Plan to a Customer

1. Select Customers on the navigation sidebar.
2. Double-click the customer you would like to add the plan to.
3. Select the Plans tab.
4. Click Add New.
5. Select a billing plan.
6. Select a start date for the plan.
7. Select the customer's payment method.
8. Click Create.

Removing a Plan From a Customer

1. Select Customers on the navigation sidebar.
2. Double-click the customer your would like to remove the plan from.
3. Select the Plans tab.
4. Click the red trash icon on the plan you would like to remove.