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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
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To delete an Installment Billing, select the appropriate Installment Billing within the Member’s profile and select the Delete Icon.
Month End Wizard - Installment Billings
Installment Billings are charged to Members through the Month End Wizard and will be included in the same batches as Dues and other charges set up through Member Billing Schedules.
Import Installment Billings
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An example installment billing template (csv file) has been laid out below.
Best Practices
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- 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 of installment billings at once.
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