💳 How Coaching 2-Pay and 3-Pay SKUs Work

🧩 Overview

The 2-Pay and 3-Pay SKUs are designed to split a client’s payment into equal, automated installments through subscription billing in Salesforce. This setup creates a true pre-authorized debit — meaning the system automatically processes the remaining payments on schedule without any manual action.

⚙️ How Each Option Works

🟢 2-Pay Option

• The system expects ½ of the total amount as a deposit at the time of sale.

• The remaining ½ will automatically charge 30 days later.

🟢 3-Pay Option

• The system expects ⅓ of the total amount as a deposit at the time of sale.

• The second ⅓ will automatically charge in 30 days, and the final ⅓ in 60 days.

💰 When the Deposit Differs from the Expected Amount

• If the client pays more than the expected deposit:
  → The final scheduled payment (in 30 days for 2-Pay or 60 days for 3-Pay) will be reduced by that extra amount.

• If the client pays less than the expected deposit:
  → The final payment (in 30 or 60 days) will be increased to make up the difference.

⚠️ Important Notes

• Do not check the “Auto-Bill” box when using a 2-Pay or 3-Pay SKU.

  • These SKUs already create a subscription billing schedule, which automatically processes payments.

  • Selecting Auto-Bill as well will double-charge the client.

• If the client requires a custom payment plan that doesn’t fit a 2- or 3-pay schedule:

  • Use the PIF (Paid in Full) SKU instead.

  • Then, manually set up Auto-Bill for the customized terms.

  • You can also submit a Paperless Request if you’d like written confirmation or additional clarity.

✅ Quick Summary

• Select 2-Pay or 3-Pay SKU for standard split payments.

• Do not use Auto-Bill with these SKUs.

• Use PIF SKU + Auto-Bill for custom payment structures.

• All 2- and 3-Pay SKUs create automated subscription billing for clients.

• If you manually process a payment for a client before the automation runs, keep in mind that any remaining balance will still be charged on the scheduled date.

  • If you want your manual payment or Auto-Bill setup to take over, please submit a Paperless Request to cancel the subscription billing.

  • Subscription billing cancellations require at least three business days’ notice — anything less, and the system will still process the scheduled charge.