6 | Billing Reports

This article covers a brief overview of Billing Reports in BackOffice. The Billing Reports includes a record of all of the Billings processed in a given time frame. Two types of Billing Reports can be accessed generated within BackOffice: the Scheduled Billing Report and the Billing Report. These reports can be found through BackOffice Membership Menu.

This article covers a brief overview of Billing Reports in BackOffice. The Billing Reports includes a record of all of the Billings processed in a given time frame.

Two types of Billing Reports can be accessed & generated within BackOffice: the Scheduled Billing Report and the Billing Report. These reports can be found through BackOffice > Membership Menu.

Prerequisites

• To access Scheduled Billings features, the applicable Operator Privileges will need to be enabled 
  
• Operator Maintenance 'Reporting' Tab
• Other Reports: "Allow Billing Reports" Flag
• Operator Maintenance 'Maintenance' Tab
• All "Scheduled Billing" Flags

"Scheduled Billing Report" Tab

• The Scheduled Billing Report will show the current Billing Schedules for each Account including the following information when viewing the _Renewals view
• Scheduled Billing ID
• Date Created
• Membership Renewal Name
• Account ID
• Account Last Name
• Paid To
• Total Payments
• Last Billing Status
• Last Payment Error
• Next Retry
• Schedule
  
• This tab will also offer options to Add and Edit Scheduled Billing as well as Edit Accounts which are listed
  

"Billing Report" Tab

• In contrast, the Billing Report will show the following Billing Details for each Scheduled Bill
• Billing ID
• Billing Date
• Billing Type
• Account ID
• Last Name
• Billing Status
• Amount Billed
• Amount Paid
• Last Payment Error
• This tab will also offer options to Edit the selected Scheduled Billing and to Edit the selected Account