--- title: Payment Types slug: payment-types docTags: createdAt: 2026-03-20T00:01:22.961Z --- **Payment Types** define the categories of charges your academy collects. They control how invoices are named, when they are generated, how often they recur, and whether they are created automatically or manually. Go to **Settings → Payment Types** to manage them. *** ## ⚙️ What a Payment Type Controls | Field | Description | | ------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **Name** | Label shown on invoices and in the payments list (e.g. "Monthly Fee", "Registration Fee") | | **Description** | Optional internal note, or a template for the line-item description on invoices — see placeholders below | | **Default Amount** | Default charge — can be overridden per payment | | **Recurring** | Whether this fee repeats on a schedule | | **Recurrence Interval** | How often it recurs — Weekly, Monthly, Quarterly, or Annual | | **Auto-Generate on Enrollment** | Automatically create an invoice when a student is enrolled in a class. Not offered for Per Session or Package types — those bill on attendance or on purchase, not at enrolment | | **Fee Amount Scope** | Global (same amount for all classes) or Per Class (set amount in each class) | | **Generate Early** | For recurring types — generate invoices X days before the billing period starts | | **Active** | Inactive types are hidden when adding payments manually | *** ### Description placeholders The **Description** field accepts placeholders that are filled in when invoices are generated — useful for showing class context on every invoice line. | Placeholder | Replaced with | | ------------- | ---------------------------------------------------------------------------------------------- | | `{class}` | The class name (e.g. "Yoga 101") | | `{day}` | The class day (e.g. "Monday") | | `{time}` | The class time range (e.g. "8:00 AM – 10:00 AM") | | `{location}` | The location name (e.g. "Main Studio") | | `{frequency}` | How often the student attends (e.g. "2x/week") — pulled from the enrolment's sessions-per-week | | `{period}` | The billing period (e.g. "May 2026") | | `{tier}` | The frequency tier label (e.g. "Beginner") | **Example template:** `{class} · {day} {time} @ {location} — {frequency}` **Rendered:** `Yoga 101 · Monday 8:00 AM – 10:00 AM @ Main Studio — 2x/week` A live **Preview** appears below the Description field as you type. *** ## 🔁 Recurring Payment Types Enable **Recurring Payment** to have invoices generated automatically on a schedule. | Interval | When invoices are generated | | ------------- | -------------------------------------------------------- | | **Weekly** | Every Sunday (or X days before, if Generate Early is on) | | **Monthly** | 1st of each month (or X days before) | | **Quarterly** | 1st of each quarter — Jan, Apr, Jul, Oct | | **Annual** | Once per year — on the configured billing month and day | For **Annual** payment types, you have two modes: | Annual mode | When invoices are generated | | ------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **Specific date** | A fixed month + day each year (e.g. 1 January, 1 June). The same date applies to every student | | **Based on range** | Generates on the **end date** of each invoice's billing period — so each student can be on their own annual cycle. Set the period start/end when adding the payment | **Based on range** is ideal when students join on different dates within a year (e.g. enrolment cohorts) and each needs an annual fee that runs from their own start date for 12 months. The billing period range you enter when adding the payment defines the invoice's period and the auto end date is calculated for you. ### Generate Early Turn on **Generate Early** and set a number of days to send invoices in advance of the billing date. Useful so members have time to pay before the period starts. **Example:** Monthly fee with "Generate Early: 5 days" → invoice sent on the 26th or 27th of the previous month, due on the 1st. ### Auto-generate vs Manual Each recurring payment type has a separate **Auto-generate** toggle: - **On** (default for recurring types) — REMMU's cron creates invoices automatically on the schedule - **Off** (Manual) — invoices are NOT auto-generated. The type still appears in **Bulk Generate** so admins can produce invoices on demand for the month they want In the Payment Types list, types with auto-generate off show **Manual** below the recurrence interval — a clear signal that nothing will happen until you trigger Bulk Generate. This is useful for fees you want to control timing of manually (e.g. an annual fee that some students pay early and others pay later). *** ## 📋 Auto-Generate on Enrollment When enabled, an invoice is automatically created when a student is enrolled in a class — no manual step needed. ### Global vs Per Class amount When Auto-Generate on Enrollment is on, you choose how the amount is set: | Option | How it works | | ------------- | ------------------------------------------------------------------------------------ | | **Global** | One default amount applies to all classes | | **Per Class** | Each class has its own amount — set it in the class settings (Add/Edit Class dialog) | Use **Per Class** when different classes have different registration or deposit fees. *** ## 🧾 Enrollment Invoices When a student is enrolled, if multiple payment types have **Auto-Generate on Enrollment** enabled, REMMU bundles them into a single **enrollment invoice** with line items — one invoice listing all one-time fees instead of separate invoices per fee type. The enrollment invoice PDF shows a breakdown of each fee with its name and amount. *** ## 💰 Deposit (System Type) A payment type can be marked as **Deposit** — used to track refundable deposits collected from students. Deposit payments appear with a "Deposit" badge in the payments list and are treated separately from regular fees for reporting. The built-in **Deposit** payment type is seeded automatically for all academies. You can rename it or adjust the default amount. *** ## 📅 Invoice & Receipt Numbering Each payment type has its own invoice number sequence — prefix, starting number, padding, and separate receipt numbering. Configure these per payment type under **Settings → Payment Types**. | Setting | Description | | ------------------- | --------------------------------------------------------------------------------------------------------------------- | | **Prefix** | e.g. `INV-`, `REC-`, `DEP-` — letters, numbers, `-`, `/`, `_` supported. Use `{YEAR}` or `{MONTH}` for dynamic values | | **Starting number** | e.g. start from `1001` | | **Number padding** | Zero-pad to a fixed length — e.g. padding 4 gives `0001`, `0010`, `1000` | Invoice and receipt numbers have **separate** padding settings. **Example prefix with variables:** `{YEAR}/{MONTH}-` → generates `2026/03-0001`, `2026/03-0002`... *** ## 🏷️ System Payment Types Some payment types are created automatically by REMMU and cannot be deleted: | Type | Purpose | | -------------------- | ------------------------------------------------- | | **Deposit** | Refundable deposit tracking | | **Package Purchase** | Created when a member purchases a session package | System types can be renamed and have their default amount adjusted, but their core behaviour (recurring, enrollment trigger) is fixed. *** ## ➕ Adding a Payment Type 1. Go to **Settings → Payment Types** 2. Click **Add Type** 3. Fill in the name, amount, and options 4. Click **Save** The new type is immediately available when adding payments manually or enrolling students.