How to Set Up Recurring Payments in Onespot

Families can be set up for automatic recurring payments (auto-draft) by creating subscriptions for recurring products or services.

Step 1: Set up Recurring Products/Services

• First, create your recurring product(s) or service(s) in the app.

  👉 Tutorial: How to Create Recurring Products/Services

Step 2: Go to Billing

• In your Administrative Superpowers ⚡, go to the Billing - manage invoices and subscriptions.

Step 3: Select a Child’s Profile

• Choose the child you want to invoice.

Step 4: Create the Invoice

• In the Create Invoice section, select Add Item.
• Choose the recurring product or service you want to set up for auto-draft.

Step 5: Set Collection Method

• Under Collection Method, make sure it is set to Charge Automatically.

Step 6: Adjust Subscription Settings

• Set the Billing Start Date (e.g., October 1st).
• Set the End Date to Ongoing to ensure the invoice recurs each month.

Step 7: Finalize the Subscription

• After configuring all settings, click “Bill Someone” to complete and activate the subscription. This ensures the recurring payments are set up and ready to run automatically.