With Basic and Donation items, you can choose the Recurring Plan amount type to collect payments over time. Set a custom schedule and choose fixed or open amounts based on your needs.
It’s a great fit for recurring payments like membership dues, rent, installment fees, or ongoing donation plans.
Recurring payment settings
Organizers can configure the following settings when setting up their recurring plan:
- Amount charged each cycle: This can be set as a fixed amount decided by the organizer or as an open amount for the payer or donor to decide.
- Payment frequency: This powers the schedule in which recurring payments occur. It can be set in weeks or month.
- Date of first payment: This can be the first day of payment (will start plan on the day of transaction) or on a specific future day of the month.
- Date payments end: This can be "never" or after X number of payments.
Organizers can set these options when building their recurring plan schedule.
Create an item with a recurring plan payment schedule
To add the recurring plan option to your item, organizers should do the following:
- From Build > Items, choose either a "Basic" or "Donation" item.
- Give the item a name.
- Choose the "Recurring plan" option in the "Amount type" dropdown
- Configure the amount and schedule based on the settings noted above.
- Click “Save Item”.
Common questions
Is checkout different when paying for an item set with a recurring plan?
Payers checking out with a recurring item in their cart will not have the option to pay as a guest. Instead, when checking out, they will need to enter a password of their choosing (along with their name and email address) in order to create a SignUpGenius account. This allows payers to manage their recurring payments on SignUpGenius at a later date if necessary.
Can someone pay for an item set up with a recurring plan with cash/check?
No. During checkout, when paying for a recurring item, an online payment method (credit card or echeck) must be selected.
Can taxes and discount codes be used when paying for an item set up with a recurring plan?
Yes, but with some limitations. Discount codes and taxes will only apply to recurring payment items set to start on "First day of payment (immediately)". They will NOT apply to recurring payments scheduled to begin on a scheduled or future day. In addition, discount codes and taxes will only apply to the first recurring payment.
Can an item set up with a recurring plan be edited?
If an item with a recurring plan amount has not yet received any payments, it can be edited by the organizer. However, once it has received payments, it is considered "active" and can no longer be edited. In this case, we recommend that the organizer clone their item and make the necessary edits to it. Then, if applicable, the organizer could "hide" the outdated item.