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How to create Hybrid Payment Plans? Payment Plans

Updated

Introduction

This article explains how to create and configure Corporate Payment Plans which are also called Hybrid Payment Plans for Corporate Clients.

  • This article will show you step by step configuration of Hybrid Payment Plan in PGM.
  • This article will be helpful to PG Champion, Club Owner, Sales Team and System Administrator. 

Before you start

Contact the Perfect Gym Support Team and ask for enabling settings necessary for Hybrid Payment Plan configuration for your club's Corporate clients.

Make sure that your system role has access to this part of the system. You can do it by checking if you have the following system permissions enabled for your role: System Permissions -> System administration -> Warehouse -> Companies -> SystemManWarehouseCompaniesShowRelatedUsers

Instruction

STEP 1

Add a membership fee part definition 

  1. Go to the PGM -> Sale -> Membership -> Membership fee parts
  2. Add new -> For instance, we will create "Paid by company 100%" with default participation of 100%

You can use any ratio for the company to member participation. Which will result in an interval fee split into two fees. One is paid by the company and another by a member.

STEP 2

How to create Hybrid Payment Plan?

  1. Go to the PGM -> Sale -> Membership -> Payment Plan.
  2. Create a Payment Plan and set its type as Hybrid. 
  3. Set Paid by company on 100% (created in step 1) - this will allow its cost to be fully paid by the company.
  4. Set its payment method - select Invoice. 
  5. Continue the payment plan configuration based on your Club business model and this article.

 

STEP 3

How to add guest account (Representative) and adjust payment method which will be used in Corporate Payments?

1. Go to the PGM -> Clients -> Clients -> Club Members.

2. Create Guest account and fill all the information according to your Company's policy and this article. 

Because Name and Surname fields are mandatory, you can type in your company name and details of the owner of the company.

3. Select Payment Method - Credit Card which will be used to cover balances of Club Members selected under the company's details.

 

STEP 4

How to create a Company and select its Representative?

Selecting a guest account as a payment holder - Representative - will allow paying for all the contracts using one account. This will also allow choosing one payment method to cover all contracts attached.

1. Go to the PGM -> Sales -> Warehouse -> Companies.

2. Add Company.

3. Open tab of  Related User and assign New Related User as the Representative - it is a company, which will be responsible for covering all the contract cost.

4. Continue to configure a Company accordingly to the business model of your Club following this article - How to create your Company in PGM?

 

 

STEP 5

How to add a Company to the list of Corporate Customers?

1. Go to PGM -> Clients -> Corporate Clients -> List of Corporates -> Add a new corporate customer

2. Choose a contractor which was previously chosen as a Company in STEP 3

 

  • Is active - This option is required for the correct operation of corporate payment plans. Unchecking this option will deactivate the company.
  • Club members block - This option allows you to block club members assigned to the company from accessing the club.
  • Can login to CorpoPortal - Enables you to log into the B2B Portal. Mind that using hybrid payment plans does not require using B2B Portal. 
  • E-Invoice - Enables sending electronic invoices to companies.
  • Disabled automatic invoice generation - Disables the generation of corporate invoices.
  • Has agreed to receive marketing details - The client has agreed to receive marketing offers.
  • Delivery address other than in contractors data - If the address is different than in step 3.

 

STEP 6

How to add Club Members with a Hybrid Payment Plan? 

1. While adding contract to member profile - in a Payment Method tab, mark Company Invoice and select a company previously added as Company in STEP 3

 

Hints

How to check if everything was configured correctly?

1. Check user transactions. 

  • Go to PGM -> Clients -> Club Members
  • Select created in STEP 5 Club Member and go to his/hers Profile
  • Open Transactions tab and go to Contracts
  • Check if club members contract was payed by selected contractor - Company. 

2. Check if club member was assigned to the created Company.

  • Go to PGM -> Clients -> Corporate Clients -> List of Corporates.
  • Go to Details and check if club member is on the list. 

 

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