Subscription & Membership Payments

For ongoing services, memberships and repeat deliveries

Tell us what customers receive and when. A monthly service, a health or sports membership and a subscription product have different fulfillment and cancellation considerations. We use that detail to review an appropriate processor and available billing tools.

Review the terms before choosing a billing tool

We ask about signup, renewal, cancellation, refunds and any amount collected before service is delivered. If you use a free or discounted trial, disclose it at the start. Trial and automatic-renewal arrangements can face additional review, and not every processor accepts them.

Bring a clear picture of the customer journey

• What the customer receives and the length of the commitment.
• The first payment, renewal amount and billing frequency.
• Your signup, authorization and cancellation process.
• Any trial offer, introductory price or advance payment.
• The software you use and recent processing history, if available.

Changing processors while customers are subscribed?

Tell us before making changes to the existing setup. We can review compatibility and the practical transition questions with the proposed processor. Stored payment credentials may not be transferable between systems, so an account move should not be assumed to preserve recurring charges automatically.

Can I collect a year or more in advance?

Advance-payment limits depend on the processor, service and fulfillment period. Tell us the intended schedule so we can review it before recommending an arrangement. Monthly billing approval does not automatically cover a longer prepaid term.