The Billing Preferences page in EZFacility is where an Administrator can configure the account's default billing settings. From updating package billing preferences to adding customized information in the body or footer of an invoice or statement, it will be essential to review this page to ensure your account preferences are set up as needed.  

To access the Billing Preference page, click on Administration

Click on Billing

Click on Billing Preferences

Optional Payment Methods:

Checked options are active payment methods.

Unchecked options will no longer display in the drop-down displaying your payment methods when recording a payment.

Note: It is advised to disable all optional, External Payment Methods. External payment methods listed below will NOT charge a client's credit card. These methods are to only be selected if you have taken the client's payments outside of the EZFacility software.

Package Invoice Dates:

Choose which sessions will be listed on the invoice for each package.

Changing these will not instantly affect any packages, but will be applied each time a package invoice is edited and saved.

Before Scheduled Dates:

After Scheduled Dates:

Package Preferences:

The default for Booking Out of Range:
This setting refers to any package plan that has an expiration date. Allowing 'Booking Out of Range' will by default set packages to be used after their expiration date. It is advised that this setting is set to 'Disallow'. This will only allow clients to book into classes while their package is active.

Packages can be modified independently of these settings. 

Membership AutoPay Option:

These options will allow you to choose if you want new membership contracts to be automatically set to Auto-Pay if they sold internally or through Self-Service.

Invoice Preferences:

Decide whether or not to include a description from the Groups module on the client invoice.

The description can be from either the parent group or the subgroup of the Group created.

Invoice "Bill To" Preferences:

Save Credit Card Info For Manual Payments:

Expired Credit Card Notifications:

Enable Notifications to be sent to the email address of the client profile using the card if the card is set to expire in 1 month, 2 months or both for all credit cards or only credit cards used for Auto-Pay.

Declined Credit Card Notifications:

Enable Notifications to be sent to the email address of the client profile using the card for all credit cards or only credit cards used for Auto-Pay.

Invoice Email:

To include the Invoice Number in your subject anywhere just include this text -- {InvoiceNumber}

Email an Invoice by clicking the envelope icon on any invoice.

Note: The client must have an email on file.

Billing Statement Email

Generate a Billing Statement in the Billing tab of a client profile.

Invoice Footer:

The footer text will be seen at the bottom the invoice. A common invoice footer could be your taxID.

Receipt Footer:

Billing Statement Footer:

The footer text will be seen at the bottom the statement. A common statement footer could be your taxID.

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