...
| Table of Contents | ||||||||
|---|---|---|---|---|---|---|---|---|
|
Overview
Installment Billings are designed as a Club specific solution to billing individual members on a non-perpetual basis. For instance, many Clubs charge their new members an Initiation Fee upon joining the club. Installment Billings allow the Club to bill these members for a period of time or until a specific date for this fee. The Office system can generate various frequencies of Installment Billings including Monthly, Quarterly, Semi-Annually, and Annually. In this document, we will explain the various functionalities of an Installment Billing, and how to create a new billing. Important: Please note that all Installment Billings act as Pre-Bill; setting up a charge for the month of May will cause the charge to be billed on the April 30th Member Statement. Use Case
|
Video
This video contains highlights from a training Webinar given on Installment Billings.
| Widget Connector | ||||||
|---|---|---|---|---|---|---|
|
Content
|
|---|
Accessing the Tool
...
Please note that Note: Installment Billings are applied on an individual Member basis.
...
Billing Combo - If the entity to be charged at Month End is an Item Combo, rather than an Item, use the lookup and select the appropriate Item Combo to be charged at Month End.
Please Note: For Installment Billing using an Item Combo, the system will recognize only Frequency when billing, not Periods.
(3) Frequency - Select the Frequency of the Installment Billing (Monthly, Quarterly, Semi-Annually, or Annually).
...
Follow the Import Wizard prompts to complete the import.
An example installment billing template (csv CSV file) has been laid out below.
...
- Set up installment billings to help simplify and automate billings that occur in regular cycles, and have a start and end date.
- Use the Import feature to add a large amount number of installment billings at once.
- For Installment Billing using an Item Combo, the system will recognize only Frequency when billing, not Periods.
FAQs
Q. Do you have a sample template I could use in the Installment Billings import?
...