Migrated Recurring Plan Billing Adjustment

During the transition to Walla, it's crucial to handle recurring payments correctly to ensure a smooth experience for both you and your clients. This is why we delay the billing start date for your recurring migrated plans with the Migrated Recurring Plan Billing Adjustment.

ℹ️ What is the Migrated Recurring Plan Billing Adjustment?

It is when the Data Migrations team delays the start of billing for your migrated recurring plans only to accommodate this 10-14 day authentication period until your credit cards migrate over.

Migrated Recurring Plan Billing Adjustment Process

We delay the start of billing for migrated recurring plans to accommodate the 10-14 day authentication period
Your old system continues to handle recurring payments during this period
Once cards are migrated over, we'll start processing recurring payments here
You'll then turn off recurring billing in your old system to prevent double-charging

We delay the start of billing for migrated recurring plans to accommodate the 10-14 day authentication period

Your old system continues to handle recurring payments during this period

Once cards are migrated over, we'll start processing recurring payments here

You'll then turn off recurring billing in your old system to prevent double-charging

Stripe Authentication and Data Import

Stripe requires 10 to 14 business days to authenticate and import your data. The import time varies based on:

The volume of records being imported
Any necessary tooling updates to process the data

The volume of records being imported

Any necessary tooling updates to process the data

During this period:

Your clients' stored cards will not yet be added to Walla
You can still process new payments, products, and plans in Walla

Your clients' stored cards will not yet be added to Walla

You can still process new payments, products, and plans in Walla

Why We Delay Recurring Plan Billing

When we move your data to Walla, there's a short period where we have your clients' plan information, but not their credit card details. If we started charging right away, here's what could happen:

We try to charge a client for their recurring plan
But we don't have their credit card information yet
The payment fails because there's no card to charge
You'd have to manually collect payment from the client

We try to charge a client for their recurring plan

But we don't have their credit card information yet

The payment fails because there's no card to charge

You'd have to manually collect payment from the client

To avoid this headache, we temporarily pause recurring plan billing. This gives us time to properly set up all payment information in Walla before we start charging clients.

✋ Important Reminder

YOU are responsible for turning off billing in your previous system.

Once Walla is fully set up and processing recurring payments, it is CRITICAL that you:

IMMEDIATELY disable all recurring billing in your old system
VERIFY that all automatic payments are turned off
DOUBLE-CHECK that no lingering scheduled payments remain

IMMEDIATELY disable all recurring billing in your old system

VERIFY that all automatic payments are turned off

DOUBLE-CHECK that no lingering scheduled payments remain

Failing to complete this step could result in

✖️ Clients being charged twice

✖️ Financial discrepancies

✖️ Damaged client relationships

✖️ Time-consuming refund processes

💡 PRO TIP: Set Multiple Reminders

Mark your calendar for the day Walla starts processing payments
Set an alarm on your phone
Place a sticky note on your computer
Ask a team member to double-check with you
Schedule an email to yourself as a final reminder

Mark your calendar for the day Walla starts processing payments

Set an alarm on your phone

Place a sticky note on your computer

Ask a team member to double-check with you

Schedule an email to yourself as a final reminder

The more reminders, the better! Your clients' trust and your business's reputation depend on it!

Post-Migration Reports

After the Migrated Recurring Plan Billing Adjustment, your Data Migration Rep will provide three reports:

Clients' credit cards that didn't migrate
Clients with a recurring plan but no credit card
Upcoming recurring plan payments

Clients' credit cards that didn't migrate

Clients with a recurring plan but no credit card

Upcoming recurring plan payments

Special Considerations

For limited recurring plans (e.g., 5 classes per month) during the adjustment period, passes must be issued manually on the bill date as they are not automatically refreshed upon renewal. See example below:

Jane has a 4x/month renewing membership. Her last payment was on April 15th, and her next payment is scheduled for May 15th.
Your migration is on May 13th, and your billing adjustment period is from May 13-May 17. During the billing adjustment period, all scheduled auto-pays will occur in your previous software.
On May 15th, Jane will renew in your old software, not in Walla. This means her passes will not automatically refresh in Walla until her next payment on June 15th.

Jane has a 4x/month renewing membership. Her last payment was on April 15th, and her next payment is scheduled for May 15th.

Your migration is on May 13th, and your billing adjustment period is from May 13-May 17. During the billing adjustment period, all scheduled auto-pays will occur in your previous software.

On May 15th, Jane will renew in your old software, not in Walla. This means her passes will not automatically refresh in Walla until her next payment on June 15th.

On May 15th, you will use the "add passes" tool to ensure Jane has 4 passes to use until her next payment in Walla on June 15th. After that, you're all set!

On May 15th, you will use the "add passes" tool to ensure Jane has 4 passes to use until her next payment in Walla on June 15th. After that, you're all set!

FAQ

What to do if a client had a failed payment during the migration period

Check the old system to ensure there are no failed or outstanding payments.
If there are failed payments, you'll need to charge the client in Walla.

Check the old system to ensure there are no failed or outstanding payments.

If there are failed payments, you'll need to charge the client in Walla.

Migrated Recurring Plan Billing Adjustment | Walla Support Center