How Billing & Invoicing Works (faciliity invoicing members)

How Billing & Invoicing Works (faciliity invoicing members)

Overview

Account administrator can send invoices to existing members using the billing platform. 
There are four stages to the invoice process:
  1. Create an invoice
  2. Member pays invoice
  3. Administrators can review invoices
  4. Other invoice tools
See this article for more instructions on creating an invoice: CLICK HERE
  1. The administrator can create an invoice
    1. There are 6 options for building an invoice
      1. Select who
        1. All memberships
        2. Specific membership types
        3. Single membership
        4. Other (non-members)
      2. Select flagged members
        1. Suspended
        2. Expired
        3. Overdue
        4. No flags
      3. Add one or more line items
        1. Normal items
        2. Per member (used to charge per person)
        3. % of Overdue Balance (used for late fees)
      4. Schedule invoice
        1. Send date
        2. Due date
        3. Recurring
          1. Never (only send once)
          2. Weekly, Monthly, Annually, etc.
      5. Comments - On invoice, Internal
      6. Set actions when paid
        1. Set new expiration date
        2. Unsuspend membership
        3. Assign guest passes
        4. Send notification to administration
  2. The member will pay the invoice online
    1. With Credit Card
    2. With Bank Transfer (ACH Payment)
    3. Cash App Pay
  3. The administrator can view invoices, both paid and open
    1. Send reminders
  4. The administrator can use built in tools
    1. Download invoice
    2. Void invoice
    3. Payment link
    4. Take payment via phone
    5. Settle payment outside the AGS platform (check or cash)