7 | Scheduled Billing Setup Menu

This article explains the functionalities of 'Scheduled Billing Setup' component in BackOffice. The 'Scheduled Billing Setup' menu allows operators to create a Billing Type that can be added to Membership Renewals. While Scheduling Membership Renewals, these can be linked which, in turn, allows Operators to charge the renewal fees against the customer's Account.

This article explains the functionalities of  'Scheduled Billing Setup' component in BackOffice.

The 'Scheduled Billing Setup' menu allows operators to create a Billing Type that can be added to Membership Renewals.

While Scheduling Membership Renewals, these can be linked which, in turn, allows Operators to charge the renewal fees against the customer's Account.

Prerequisites

• For an operator to be able to set up Scheduled Billings, the following flags have to be turned on
• Operator Maintenance 'Maintenance' Tab
• All 'Billings' flags
• All 'Accounts & Memberships' flags

'Scheduled Billing Setup'

• While we can add Scheduled Billings through both the Scheduled Billing Setup and the Scheduled Billing Report , one is expressly used for creating Scheduled Billings that will be added to Membership Renewals (Scheduled Billing Setup) and the other can be used to add scheduled payments to individual accounts (Scheduled Billing Report)
  

• To access this menu go to Backoffice > Membership
• Click on the 'Scheduled Billing Setup' menu which will open a new window

• Once done,  operators can 'Add' and 'Edit' billings setups that can be used for charging Renewal Fees
• These templates can then be assigned to  Renewals  so that the fees are paid through customers' accounts
• The Billing setup is similar to the functionalities in the Scheduled Billing Report

Billing Types

• The Billing Types available range from “Payment Only” meaning simply adding the Payment to the Account Balance
• Then we have an “Account Balance” option which will pay off an Account’s Balance
• And “Account Top Up” which will pay the Account Balance up to a predetermined amount
• When one of these is selected, the Payment Options below the Billing Schedule will change to suit the Billing Type selected and from there we can add the Billing Text and the actual payment amount to correspond
• For example, when Account Balance is chosen as the Billing Type we can then enter the Minimum Amount Due each time this Scheduled Billing is run
• Also, rather than set up a schedule for this Billing, we could opt to use the Renewal Schedule of whatever Membership Renewal it’s added to instead