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Add Billing

The Billing Info page can be reached from any screen.

Quick Functions -> Users -> Enter last name of Member and Search.  Click on the Billing Info link in the Actions column;

Quick Functions -> Members -> Enter last name of Member and Search.  Click on the Billing Info link in the Actions column;

Quick Functions -> Memberships -> Enter last name of Member and Search.  Hover over Quick Action, click on Billing Info.

Click the Billing Info link

1.  Responsible Billing Party  This function will give the ability to select another active member as Responsible Party in a member’s billing, the selected Responsible Party's billing information will be used.       

2.  Preferred EFT Payment Method.  The payment type the Member wants to use for their monthly draft payments.  Member can use different payment methods for each type of payment (membership, POS and services) - Can be set to default to payment type under Tools -> System Settings -> User Add/Edit Settings.

3.  Preferred POS Payment Method.  Can be defaulted to specific payment type for purchases made at the POS counter.  Can be set to default to payment type under Tools -> System Settings -> User Add/Edit Settings.  

4.  Primary Credit Card Details.  Members credit card details can be enter manually or by using the credit card swipe device.

5.  Secondary Credit Card Details. Members credit card details can be enter manually or by using the credit card swipe device.

6.  Bank Account Details.  Members checking account details.

7.  Pre-Paid Account Details.  Member can add funds to a pre-paid account.  Great idea if you have families.  Kids can purchase items and pay from the pre-paid account.  Gives parents peace of mind that their child can purchase a bottle of water without running up their credit.

8.  Health Insurance Details.  Allows you to store Subscriber IDs that are submitted to Health Insurance Providers for reimbursement.  IDs are encrypted.

 

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