How is the first payment amount (and pro - rated amount) and first date calculated for a customer's membership?

You have selected and completed the membership details for the customer. So how in the world did the First Payment became an amount that differs from the membership rate? Does it make sense?

If you wonder why and wonder how, then here's a simple explanation.

Take a look at the itemised details of the First Payment. To do so, select the amount link.

First Payment Amount

The First Payment amount is automatically calculated by the system's logic and it may consist of:

• The Regular Payment, which is derived from the selected Membership Rate. This amount may be pro-rated based on your organisation’s billing settings. More Info.
  To change the regular payment amount for the first payment, select the Edit link, enter the new amount and Save. Manually changing the first regular amount will not change or adjust subsequent regular payments.
• The Joining Fee (if any). You can waive the fee by selecting the Remove icon. This action is permanent and irreversible. If you accidentally removed it, you can re-insert the joining fee as an additional payment in the next recurring debit. Learn More.
• The Load Fee (or Setup Fee), which is applied only to new customers paying with direct debit. If there is no “first payment”, i.e. the first regular payment and joining fee have been removed, the load fee will be charged in the next debit. You can choose to reallocate the load fee if the first debit has not taken place. Step instructions.
• The Transaction Fee (if applicable). The transaction fee is a commission fee payable to Ezypay each time a direct debit transaction occurs. This fee is charged to the customer if your organisation has not selected to absorb it.

First Payment Date

The First Payment date is also automatically determined by the system's logic in the following way.

Armed with the above knowledge, you now have the ability and flexibility to adjust and customised your customer's first and recurring payments according to your customer's needs.

Related article

• How do I set a customer’s first membership payment to be collected on a specific date?