Setting up a subscription

A subscription links members to a membership fee plan. Payments are then generated and collected automatically according to the chosen interval.

Step 1: Go to subscriptions

1. Go to Finance in the left-hand menu.
2. Click Membership fees.
3. Open the Subscriptions tab.
4. Click Add subscription.

Step 2: Choose a fee plan

Select the fee plan you want to set up a subscription for.

• Fee plan* – Choose an existing plan.

The chosen plan determines the amount and the interval.

Step 3: Choose how these members pay

Under How does this member pay? you choose one of three cards. The choice applies to all members you select in this round.

• The member chooses (direct debit or iDEAL), the recommended choice. The member can later switch between automatic direct debit and iDEAL themselves. Below the card you see what the subscription starts with: your association's Default when the member chooses.
• Direct debit only. The member signs a mandate once and cannot switch to iDEAL. Until the mandate exists, nothing is collected.
• Outside the app (bank transfer or cash). For each instalment the member receives a message with the amount and pays the association directly. You mark the instalment as paid once the money has come in.

A few things you see in the window:

• If you choose a monthly or weekly plan and the members start on iDEAL, you get a warning: those members then receive a payment request every instalment. Automatic direct debit is usually more convenient for that.
• If the members start on direct debit, you see at the bottom who receives a request to sign the mandate, and what happens after that.
• A child account without a parent in the app cannot give a mandate. Such a member starts on iDEAL; the message after saving names those members.

Step 4: Set the start date

Enter the start date.

• From this date onwards, instalments are generated automatically.

Step 5: Select members

Select the members the subscription applies to.

• You can add several members at once.

Step 6: Save the subscription

Click Save subscription. The subscriptions are now active.

Tips for effective use

• If your association has not yet linked its own Mollie account and has not agreed to payments via 4planning either, you can already put members on Outside the app. For direct debit and iDEAL you arrange that first; the window tells you so beforehand.
• Use clear fee plans.
• Set up subscriptions straight away for new members.

Good to know

• Instalments are created automatically.
• Members receive a pre-notice in advance.
• You can adjust subscriptions later.