🚀 The billing schedule is being rolled out to all organizations in stages.
If you don't have access yet and would like it activated sooner, start a chat with us and we'll enable it for you right away.
When an item is on recurring billing, the amount charged each billing cycle can vary based on discounts, prorata, pauses, and end dates. Luckily, admins and front-desk staff can view the next 12 recurring billing charges and the amount expected by item, per person.
This article covers the billing schedule, which shows the net price for the next 12 billings related to an item on recurring billing. For information on planned payments for items on recurring billing, see Upcoming payments.
1. Permissions to view the billing schedule
Permission name 🔑 | What it allows |
Clients View client accounts | Required to view the client account in Clients. |
Clients | Required to view purchases, transaction details, and the billing schedule. |
Clients Payment processing | Required to view and manage upcoming payments. |
Memberships View memberships | Optional if you access the billing schedule from Membership management. |
2. Where to find the billing schedule
With permission, you can view the billing schedule for an item on recurring billing in Clients > Purchases, and in the Actions column in Membership management.
or
3. Each item on recurring billing has a billing schedule
When a person has one or more items on recurring billing, each item has its own billing schedule. It updates automatically whenever a change is made to the Billing day, price, pause, or upcoming cancellation date. When the item on recurring billing is cancelled or expired, it no longer appears in the billing schedule.
Sally has 3 items on recurring billing, each with its own billing schedule.
4. Details in the billing schedule
Click billing schedule to view the Purchases > Billing schedule screen. You'll see:
An info box with the name of the item on recurring billing, the person's name, and the number of billings shown.
The item's recurring billing configuration, with the frequency, billing date, and whether billing covers services before or after they've occurred.
Pause date for an upcoming pause or a pause in effect.
End date for a scheduled cancellation.
One line for each planned billing date (expand each line for more details).
Click the > icon to see what influences the total planned on the billing date, such as:
item on recurring billing (base price, taxes included)
eligible discounts on recurring billing (including tag discounts for scholarships)
custom extra fees
❌ Since the total calculated is per item and not per invoice, automated service fees and payment method surcharge fees are not included.
5. FAQs
Which discounts don't apply on recurring billing?
The following discounts are not applied on recurring billing:
Discount code ❌
Coupon Codes ❌
Loyalty ❌
Additionally, Question discounts only apply if explicitly configured to do so.
All other discount types (Community Segment, Early Bird, Membership Required, Age, Location, Multi-person, Combo, etc.) do apply during recurring billing (if the criteria is met).
Keep in mind that items with Multi-person or combo discounts need to be billed on the same day in order for the discounts to apply. More on that here.
Does the billing schedule show after an item on recurring billing has expired?
An item on recurring billing 'expires' once it's been cancelled. If an admin schedules a cancellation, it appears in the 'End date' on the billing schedule. Once an item on recurring billing has no more planned billing dates, the billing schedule becomes empty but remains accessible until the item actually expires.
Once expired, the billing schedule button no longer appears and the page is no longer accessible. For example:
Item is expiring on May 31: There are no more planned billing dates. But as of today, the item is still active. The Billing Schedule button is still visible, and the Billing Schedule is still accessible, but it will be empty.
Item has expired on May 31: On June 1st, the item isn't active anymore. The Billing schedule button is no longer available and the page is not accessible.
Is the total in the billing schedule the same amount in Upcoming payments?
Both figures represent the amount charged per item, not per invoice.
Both exclude automated service fees, payment method surcharge fees, and scholarships as a payment.
The amount in Upcoming payments reflects discounts, prorata, pauses, and end dates, which is consistent with what the billing schedule shows.
Do end users see the billing schedule?
The billing schedule is an admin-facing feature only. End users see the net price on their Upcoming payments in the Wallet.
Are scholarships considered in the billing schedule?
✔️ Tag discounts used for scholarships are reflected in the Billing Schedule in the total amount.
❌ Scholarship feature (scholarship as a payment method) is not included in the total amount.
Will I see multi-person and combo discounts in the billing schedule?
Yes, but only if the items eligible for these discounts have the same billing date. These discounts are calculated at the moment the invoice is built. That means they only apply when the qualifying items are on the same invoice (i.e., billed on the same day).
If a client purchased multiple items together in the same transaction, a combo or multi-person discount may have applied at checkout.
On recurring billing, that discount will only continue to show if all the qualifying items share the same recurring Billing day, so they land on the same invoice.
If the items have different Billing days, the discount conditions won't be met at billing time, so the discount won't appear, even if it was applied at the time of purchase.
If a client is expecting a recurring combo or multi-person discount, confirm that all qualifying items have the same Billing day. If they don't align, the discount won't be reflected in the billing schedule for those items, or on their invoice.
What is the recurring billing report?
The Recurring Billing report is a transaction-level report that gives admins a full picture of every invoice generated through recurring billing, covering both memberships and activities.
The report is downloaded and emailed to you and provides the next planned billing date and more for every participant with an item on recurring billing (within the date range). It's useful for:
Track payment activity over time — see every invoice generated per participant across billing cycles
Audit billing configurations — verify that the correct billing option, billing day, and recurrence are applied per participant
Monitor discounts — review which automated discounts are being applied and their impact on the final billed amount
Notable columns include (but aren't limited to):
Billing date — when the invoice was generated
Item name — the membership or activity that was billed
Price — the base amount before any adjustments
Prorata price — the prorated amount when a partial period was billed
Discount amount — the dollar value of any discount applied
Discount(s) name(s) — the name of the automated discount(s) applied
Billing price — the final amount invoiced, including taxes and discounts
Recurring billing name — the name of the billing option configured on the item
Recurring billing option — the billing frequency type (e.g. on purchase day, specific day of the month)
Billing day — the specific day the invoice is set to generate
Billing recurrence — the cycle interval (weekly or monthly)
Payment method — the method used to collect payment; a blank value indicates no payment method is attached and a balance may be outstanding
Contact your Amilia rep or start a chat with our support team to unlock it!
* Last updated in May 2026