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Use Case: Added the ability for a member to create a scheduled payment for their current balance as of the scheduled date. Previously, this was only an option for one-time payments. Contact Clubessential Support to enable this setting.
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Please note the differences in Current Balance & Statement Balance, outlined below.
Current Balance: BalanceDue column on the Statement record synced from Office
CurrentBalance Statement is the statement with a StatementEndDate after today (future statement).
Does not factor in posted payments or credits.
Statement Balance:
StatementBalance Statement is the record with a StatementEndDate matching the StatementPublishDate in ClubAdmin.
'Posted Payments' are the negative payment amount records associated with the CurrentBalance Statement. (Specifically, you'll see 'Payment' in the description).
These payments are subtracted from Statement Balance.
Added feature to allow for factoring Credits into balances.
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