Please see Updating a Customer’s Service Plan Credit Card

Yes. Service Plans are a subscription much like online streaming services. The system will automatically charge the card on file year after year, or at any other billing frequencies you allow for that plan.

Please see How to Refund Service Plan Payments

If you need to refund a cash, check, other payment option, you can use the DELETE option from the payments table on the service plan details page.

In order to automate as much of the Service Plans feature as possible, accepting only credit card payments for your plans can be best for your business. This way both indefinite plans or plans with a defined end date billed at 6 months, quarterly, or monthly, will automatically charge the credit card on file.

Note: If you accept cash, check, or other forms of payment and do not collect for the full price of the plan upfront, it will be up to you to collect on payments when they are due. You will see these plans in the Due for Billing section of your Service Plans Dashboard when they are due.

Because of this, it is recommended that if you are not collecting for the full price of any given plan upfront that the customer should pay by credit card.

The payments table on the service plan details page will allow you to pay for individual service plan payments with different payment methods. Select the pay button on the invoice you wish to process to select credit card, cash, check or other.

Please note that once a credit card has been added to the service plan, the card will be saved on file and automatically charged for each service plan payment. At this time the credit card cannot be removed from the service plan.

If you prefer to collect for Service Plan visits at the time of services rendered rather than through the Service Plans feature, you'll need to utilize $0 Service Plans. Through this model, you will need to create a plan that has no price, accept all plans on behalf of the customer, use the invoice generated by scheduling the service plan visit to charge the customer for said visit.

Note: When adding a $0 service plan to a customer they will get a confirmation of their new plan with your company.

Existing invoices can be linked to a Service Plan visit from the customer's profile. Go to the customer's profile > Click the downward-facing arrow to the right of the address the Service Plan is assigned to > Select the Service Plan in question > Scroll down to the Maintenance Schedule.

Hover over the visit that has occurred and click the edit pencil to the right. Next to the visit name select There is an invoice attached to this visit. From there you will be able to attach any invoice under this customer's profile.

This can also be done from the job itself. Please see Linking Service Plan Visits to Jobs

Because we have the ability to accept monthly/quarterly/bi-annual payments through Service Plans these fractions must be accounted for in add-ons as well. When the plan is saved, the system divides the add-on price by 12 and then re-adds it for the yearly total.

In order to achieve round numbers for add-on prices. the best practice is to choose a number that is divisible by 12.

Customers will receive an email receipt each time an automatic payment is processed via credit card.

Invoices cannot be sent to customers proactively for them to pay online or be notified of an upcoming payment.

Yes! Please see Service Plan Renewals

Please see What will my customer see when I send them a recurring service plan?

Please see Service Plans on Mobile FAQs

If you are not utilizing the Automatic Service Plan Renewal Emails, you can renew a customer's Service Plan by selecting the renew button from the service plan details page.

Please see Service Plans Starter Kit

Please see How do Service Plans Push Over to Quickbooks Online?

Please see Errors Involving the Service Plans Invoice

From the customer's Service Plan on their profile you can manually push invoices to Quickbooks Online. Go to the customer's profile > Click the downward facing arrow to the right of the address the Service Plan is assigned to > Select the Service Plan in question > Scroll down to the Billing Cycle.

If the RSA-# is in black, the invoice has not yet pushed to Quickbooks Online. Click 'Push to Quickbooks'. When the invoice has pushed over the RSA-# will appear in blue.

Yes. For customers who have an active Service Plan with your company, a plan can be added to their customer profile to reflect their current status. Go to the customer's profile > Click '+ Service Plan' > Make the start date the past date at which it began > If any of the visits have already occurred they can be marked as completed > Select 'Accept plan for customer' > Select 'My customer has already paid for this plan'

If a customer has ever had a Service Plan attached to their profile (active, expired, cancelled, deleted, etc.) their profile cannot be merged with another after that.

Customer profiles are unable to be merged due to the ability to attach a card on file with a service plan. Even if the plan is deleted, the card will still remain tied to the account, and we aren’t able to move that to a new customer profile for security reasons.

You will be able to see a new report titled 'Service Plans' on your dashboard. This will show you a quick breakdown of the different types of plans you have and how many agreements are currently active and how many are set to expire soon.