How Billing & Invoicing Works (members)

How Billing & Invoicing Works (members)

Overview

Account administrator can send invoices to existing members using the billing platform. 
  1. The administrator can create 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. 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. The administrator can view invoices.  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 platform (check or cash)