Option for Payment Plan or Subscription for recurring payments
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Robert Carter
Many of my clients use the recurring payments as a payment plan where they offer monthly payments to pay the full amount of a product/service which is delivered/starts before the balance is paid off.
The issue is that all the recurring payments are treated like a subscription they can pause or cancel for themselves within the customer portal and through Stripe. We need a way to
1) Select if a recurring cost is a payment plan or a subscription (basically is able to be cancelled/paused or not)
2) Block them from being able to perform those action on orders placed in GHL from both the Client Portal and Stripe (I know that last part is probably something we have to take up with Stripe, but not sure if there's an aspect where that can be set from the API in GHL that created the product/payment plans in Stripe).
We still want them to see their invoices, update card info, even see how many payments are left, but there are some products/services that should not be able to be cancelled (which is why we have them sign an agreement which outlines the payment plan and their responsiblity, but then they can just pause/cancel on their own and we get stuck with trying to get payment or having to take it to collections. There would be less of these scenarios if they just couldn't stop payment on their own for those specific product/services).
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Carmen Tseng
This one is so important! We want clients to be able to cancel certain rolling memberships but unable to cancel the payment plan they have committed to. We need to be able to set it in the system which ones they can cancel from the portal and which ones they can't aka the payment plans. Right now everything is considered Subscription with payment plans being subscriptions with an end billing cycle.
The system should also be able to tell apart subscription vs payment plans.
Right now, we can't even set up a notification automation if the payment plans are cancelled by the customers as it will trigger notification when the system "cancel" the subscription when a payment plan comes to an end as well and that's very confusing for the team to manage.
Chase Buckner
Merged in a post:
Allow Memberships With Minimum Commitment Periods (Disable Self-Cancellation)
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Brian Schroeder
Many businesses sell memberships that bill monthly but require a minimum commitment period agreed to via signed contracts or intake documents. Examples include a 3-month minimum or a 2-quarter minimum commitment.
Currently, customers can self-cancel these memberships inside the branded app at any time, even when they are contractually committed - and we can't prevent that. This creates administrative overhead, contract enforcement issues, and accidental violations of signed agreements.