Scheduled Billing
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      1. INTERNAL - Bepoz Help Guides
      2. End-User | Membership & Scheduled Billing
      3. Scheduled Billing

      1 | Scheduled Billing Summary Page

      This is the summary page for Scheduled Billing within Bepoz. This page includes additional information about this feature-set as well as links to further resources.

      This is the summary page for Scheduled Billing within Bepoz. 

      This page includes additional information about this feature-set as well as links to further resources.

      About

        • Scheduled Billing is a facility within Bepoz which allows automatic Membership payments to occur based on a Schedule and allows Organizations to automatically schedule and process payments from a Customer's account
        • Scheduled Billing also allows other Billing Types to be automated, not just Membership Billing
          • These include Product sales and other Account Payment methods

        Prerequisites

        • Minimum Bepoz version of v4.7 and onwards
        • For an operator to be able to setup Scheduled Billing at Bepoz, the following privileges must be enabled 
          • Operator Maintenance 'Maintenance' Tab
            • All "Billing" Flags
          • Operator Maintenance 'General' Tab
            • System Setup: "Access Venue, Stores & Tills" Flags
            • System Setup: "Maintain Venue, Stores & Tills" Flags
          • Operator Maintenance 'Reporting' Tab
            • Other Reports: "Allow Billing Reports" Flag
          • Operator Maintenance 'Maintenance' Tab
            • All 'Accounts & Memberships' flags

          Key Features

          BackOffice Setup

            • A simple BackOffice configuration at Venue Maintenance is required in order to use Scheduled Billing at Bepoz
            • At Venue Maintenance, under the Messaging and Billing Tab the details for scheduled billings have to be provided
              • These details include a billing till, a billing operator, billing time and other billing payment details
              • Once these details are provided, the SmartController has to be restarted so that the configuration becomes effective
            • Operators can add Scheduled Billings through both the Scheduled Billing Setup and the Scheduled Billing Report
              • The Scheduled Billing Report can be used to add scheduled payments to individual accounts and Scheduled Billing Setup is expressly used for creating Scheduled Billings that will be added to Membership Renewals 
            • At BackOffice, the operator can navigate to 'Scheduled Billing Report' under Membership menu and add a new scheduled billing
              • The operator has to provide the required billing details and save so that the billing setup is saved and can be used for charging renewal fees
            • Once the Scheduled Billing is enabled, 'Payment Type' drop-down option appears at the Renewal Edit window
              • When the Payment Type 'Scheduled Payments' is selected, a new section 'Scheduled Renewal Payments' under the edit renewals is displayed
            • Under the Membership menu, 'Billing Report' gives the billing details for each scheduled bill
            • At BackOffice, the operator can navigate to 'Scheduled Billing Setup' under Membership menu and add a new scheduled billing
              • These  billing templates can then be assigned to Renewals so that the fees are paid through customers' accounts
            • A Scheduled Job is created which allows Operators to generate statements on a scheduled basis and email them to Members
              • The statement will include all the Membership related charges made or being made to the Account

            Quicklinks & Additional Resources

            • Introduction to Scheduled Billing
            • Scheduled Billing Configuration within Venue Maintenance
            • Adding New Scheduled Billing
            • Scheduled Billing for Membership Renewals
            • Billing Reports
            • Scheduled Billing Setup Menu
            • Scheduled Job for 'Generating Statements'