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Future Transaction Charge
Victoria C avatar
Written by Victoria C
Updated over 4 months ago

Sometimes a client is eager to join the gym and purchase their membership, but they don't want it to start until a future date. Recess allows you to make a sale but schedule a future transaction charge, so that you have their commitment but you bill them when service starts.

  1. Create the client account or have them do it on their phone

  2. Add a card or ACH to their profile

  3. Click the Cart and add an item

  4. At checkout click "Mark Transaction as Pending"

  5. Edit the Start/Renewal Date to the future

  6. Clear the Pending Transaction on the Future Date

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