Automatically Monthly recurring payments | Feature Requests

Automatically Monthly recurring payments

Ron Givon

I need to be able to charge customers a monthly fee automatically every month. They can get the monthly invoice, but the payment will automatically be deducted from their CC. They should not do anything after the first time they put their CC.

May 17, 2022

Orit Tepper

marked this post as

open

Talisa Rafferty

Orit Tepper I hope this is a good sign....

Maor Livne

Hi everyone, we recently released the Service plans solution, which streamline getting paid via recurring billing. Feature is available for Ultimate and Professional accounts.
More information can be found here: https://app.workiz.com/root/marketplace?topMenu=true&name=servicePlans
Please let me know if the use case is being covered via that feature.

Talisa Rafferty

Maor Livne: I was hoping for a solution that would not cost me an additional two thousand dollars a year. Additionally a separate plan wasn't what I had in mind. Recurring billing is separate from a service plan for our use. Appreciate the updates though, thank you.

Zachary Murray

Maor Livne: I think what some of us need is just some sort of recurring billing. not necessarily a service plan. Some of us might monitor something for the lcient, or charge a fee to be part of a membership that has a monthly fee, not a service plan that requires visits or anything like that

Talisa Rafferty

Maor Livne: is this still planned? We did review the service plans and that didn't work for our needs.

Thanks.

Natasha Elwell

Maor Livne: Service plans with automatic invoicing does not address the issue of customers paying a subscription service Monthly automatically. We need to reduce friction points, this should be a one time sign up, and automatic pilot from then out. Available to be used on Service plans, and any Recurring invoice setup(as authorized by customer)

Ideal

Defintely this. We run an alarm company and bill our customers monthly for their alarm services. Also, would be ideal if this was added to the future client portal so that our monthly customers can view their "plan", bills, and change credit card themselves if need be. Nir Rizo

Nir Rizo

marked this post as

planned

Master Finish

Nir Rizo: make it so we can choose the frequency. Monthly, yearly, every 6 months, every two weeks.

Jessica Brown

Yes, I am in desperate need of this feature as well. Please implement as soon as possible.

Zachary Murray

agreed

Marc-André Lalonde

automatic withdrawal from a saved credit card applied to an invoice would be great.