--- title: Configure Secondary Recurring Fees and Auto-Insert Them into Membership Agreements description: secondary recurring fees --- [Skip to content](https://support.hapana.com/kb/article/603#main-content) English Show submenu for translations [![email-logo.png](https://support.hapana.com/hs-fs/hubfs/hapana_2022/email_2022/footer%20logo.png?width=300&height=78&name=footer%20logo.png)](https://info.hapana.com/en?hsLang=en) Open main navigation Close main navigation - English Show submenu for translations - [Submit Ticket](https://21gxv.share.hsforms.com/2-8HozJXMSTW8kaFHC32eaw) [Submit Ticket](https://21gxv.share.hsforms.com/2-8HozJXMSTW8kaFHC32eaw) Hapana Help | Find answers here - There are no suggestions because the search field is empty. 1. [Hapana Knowledge Base](https://support.hapana.com/?hsLang=en) 2. [Member Management](https://support.hapana.com/member-management?hsLang=en) 3. [Retail Configurations](https://support.hapana.com/member-management?hsLang=en#retail-configurations) # Configure Secondary Recurring Fees and Auto-Insert Them into Membership Agreements **Overview** This guide shows you how to add Secondary Recurring Fees (SRFs) to membership plans and automatically include those details in your membership agreements using dynamic shortcodes. Whether it’s an annual maintenance fee or a future rate increase, SRFs let you automate extra charges, show them clearly at checkout, and keep your contracts accurate and transparent.   **Prerequisites** - Admin access to CORE - Memberships already created - Agreement templates ready to edit   --- **Add a Secondary Recurring Fee to a Membership**   1. Login to Core 2. Navigate to **Payments \> Retail Configuration \> Memberships** 3. Select an existing membership or click **Create New** 4. Scroll to the **Secondary Recurring Fee** section and select the Checkbox  5. Fill in the following: - **Fee Amount** - **Tax Settings** - **First Billing Date** (after X months or on a fixed date) - **Billing Cycle** (e.g. every 6 months, every year)   Important Note: This charge applies only to new memberships sold after this setup. It won’t affect current members.   ![Article image](https://support.hapana.com/hubfs/Knowledge%20Base%20Import/1759442762545_e3247913_Secondary-Recurring-Fees-1.png)   --- **Insert SRF Shortcodes into Membership Agreements**   1. In the edit window for the Membership scroll down to the **Package Agreement** 2. Copy the below shortcodes and paste them into the relevant sections of the agreement.  - To automatically display SRF Value   - To insert the billing start period or date - To insert the recurring billing frequency   **Example:** “Annual dues of \ will be billed on \ every \.” This will show to members as: “Annual dues of $100.00 will be billed after 2 month(s) every 1 year(s).” Note: Once a member signs, the shortcode values become static and won’t reflect any future SRF changes. ![Article image](https://support.hapana.com/hubfs/Knowledge%20Base%20Import/1759442764050_1601b456_Insert-Secondary-Fee-Short-codes-1.png) --- **View and track SRFs in the Payment Schedule**   1. Navigate to Clients and open the profile of a contact that currently has an active membership.  2. Click the eye icon alongside the desired membership to open the **Recurring Payment Detail** Screen.  3. In the **Payment Schedule l**ook for the red **Secondary Fee** tag 4. Use filters to view **Primary**, **Secondary**, or **All** recurring fee   ![Article image](https://support.hapana.com/hubfs/Knowledge%20Base%20Import/1759442765389_0d8044fc_SRF---Recurring-payment-detail-1.png)   --- **Manage SRFs during Suspensions or Cancellations**   **During Membership Suspensions**, you can: • **Cancel the SRF** (default), or • **Keep it active** if you still want to charge during the pause   **On Membership Cancellation**, SRFs are voided automatically.   Note: If a suspension is reversed before the SRF date, any canceled SRFs are automatically reinstated.   --- **Run reports with SRFs included** Secondary Recurring Fees are reflected across key financial reports.  - **Sales by Service** - **Net Revenue Detail** - **Net Revenue Detail + In Processing** - **Projected Revenue**   These reports show SRFs separately from other charges for cleaner financial reporting. ![Article image](https://support.hapana.com/hubfs/Knowledge%20Base%20Import/1759442766956_abcee195_SRF---Report-1.png)   --- **Bulk Edit Secondary Recurring Fees**   1. Navigate to **Retail Dashboard** 2. Use the new filter: **“Select invoice type:"** and 3. Select either **Recurring Invoices** or **Secondary Recurring Fees** 4. Click **Edit Amount** or **Cancel** 5. Export results as a CSV with: Member name & email; old and new SRF amounts and dates. ![Article image](https://support.hapana.com/hubfs/Knowledge%20Base%20Import/1759442768561_86749745_SRF---Retail-dash-1.png)   **Troubleshooting / FAQs** **Q: What if I change the SRF after someone signs an agreement?** A: It won’t update. The value shown in the agreement stays locked from the moment of signing. **Q: Why don’t I see SRFs on existing memberships?** A: SRFs only apply to new memberships created after you enable the feature. --- **Still need help?** Reach out to our support team via support@hapana.com - [Member Management](https://support.hapana.com/member-management?hsLang=en#main-content) - [Account Settings](https://support.hapana.com/member-management?hsLang=en#account-settings) - [Client Accounts](https://support.hapana.com/member-management?hsLang=en#client-accounts) - [Edit Profile](https://support.hapana.com/member-management?hsLang=en#edit-profile) - [Retail Configurations](https://support.hapana.com/member-management?hsLang=en#retail-configurations) - [Other](https://support.hapana.com/member-management?hsLang=en#other) - [Schedule](https://support.hapana.com/member-management?hsLang=en#schedule) - [Client Page](https://support.hapana.com/member-management?hsLang=en#client-page) - [General](https://support.hapana.com/member-management?hsLang=en#general) - [Reporting](https://support.hapana.com/member-management?hsLang=en#reporting) - [Retail Dashboard](https://support.hapana.com/member-management?hsLang=en#retail-dashboard) - [Team Settings](https://support.hapana.com/member-management?hsLang=en#team-settings) - [Hapana Member Access Control (MAC) Doors](https://support.hapana.com/member-management?hsLang=en#hapana-member-access-control-mac-doors) - [Cash Drawer](https://support.hapana.com/member-management?hsLang=en#cash-drawer) - [Marketing Solutions](https://support.hapana.com/marketing-solutions?hsLang=en#main-content) - [App](https://support.hapana.com/marketing-solutions?hsLang=en#app) - [Contacts](https://support.hapana.com/marketing-solutions?hsLang=en#contacts) - [Marketing](https://support.hapana.com/marketing-solutions?hsLang=en#marketing) - [Conversations](https://support.hapana.com/marketing-solutions?hsLang=en#conversations) - [Settings](https://support.hapana.com/marketing-solutions?hsLang=en#settings) - [Automations](https://support.hapana.com/marketing-solutions?hsLang=en#automations) - [Branded Solutions](https://support.hapana.com/branded-solutions?hsLang=en#main-content) - [Branded App](https://support.hapana.com/branded-solutions?hsLang=en#branded-app) - [Branded Kiosk](https://support.hapana.com/branded-solutions?hsLang=en#branded-kiosk) - [Hapana Hub](https://support.hapana.com/hapana-hub?hsLang=en) - [Website Embed Widgets](https://support.hapana.com/website-embed-widgets?hsLang=en) - [About us](https://hapana.com/about-us/) - [Careers](https://hapana.com/careers/) - [Contact us](https://hapana.com/contact-us/) - [Privacy policy](https://hapana.com/privacy-policy/) - [Terms & conditions](https://hapana.com/terms-and-conditions/) [![email-logo.png](https://support.hapana.com/hs-fs/hubfs/hapana_2022/email_2022/footer%20logo.png?width=300&height=78&name=footer%20logo.png "email-logo.png")](http://hapana.com?hsLang=en) Copyright © 2025, Hapana