Franchise recurring fee setup

Set up a unit-based rule with an organization price, unit labels, cadence, quantity mode, assignments, reminders, and payment destination. Confirm the next cycle and readiness blockers, then activate only after the rule explains how future franchise quantities become invoice charges.

What a completed review should leave you with

A unit-rule specification that states price, unit label, cadence, quantity mode, assignment policy, reminders, route, and next cycle.

Evidence to collect

  • Price, unit label, cadence, and quantity mode in the saved version.
  • Franchise assignment policy and reminder recipients.
  • Payment destination and next-cycle preview or readiness result.

What to do when the review finds a problem

The rule's recurring charge is being defined.

Set the unit price, label, and cadence together so the future charge has an unambiguous basis.

The rule can use changing quantities or a fixed configured quantity.

Choose a quantity mode that reflects where the cycle's count will come from.

The pricing and quantity decisions are complete.

Confirm assignments, reminders, and payment destination before activation.

The rule is ready for a future-cycle readiness check.

Review the next complete billing cycle and resolve blockers before publishing.

A common mistake to avoid

Using a quantity override to conceal a missing franchise assignment or unclear unit definition.

What does a unit billing rule need before activation?

Set the unit price and labels, cadence, quantity mode, assignment policy, reminders, and payment destination. Review the next cycle and readiness blockers, then activate only when the rule clearly explains the future franchise charge.

Manage the work in Granite

Granite's unit-based billing rules connect quantity settings and assignments to future billing cycles.

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Apply the process to your industry

Each guide pairs this workflow with industry records, a review checklist, and a downloadable worksheet.