How to Close and Review Post-Billed Packages in EZFacility Classic

Select Administration.

**Trainer Tip: Use the left navigation sidebar for quick access to the Billing Administration settings.

Locate the Billing Administration section and select Close Post Billing. 

1. Set the closing date, and check off the clients whose billing you would like to close and bill.  If they have sessions booked past the closing date and their package is marked as AutoRenew, then these future sessions will automatically be moved over to a new package.
2.  If the sessions prior to the closing date have not been updated with an attendance status, click on the number under Sched. to update attendance.
3. The packages can then be closed using the Close and Bill Selected Packages option.  Once this option is selected the sessions will be added to a new invoice.  You can also Use the Print/Save Invoices button to generate a PDF of all of the selected invoices, or use Email Invoices to send copies of the invoices directly to the clients via email.

Once this option is selected the sessions will be added to a new invoice.  You can also Use the Print/Save Invoices button to generate a PDF of all of the selected invoices, or use Email Invoices to send copies of the invoices directly to the clients via email.

**Trainer Tip: You can go back into Administration and the left navigation sidebar for quick access to the Billing Administration settings and select Review Post Billing.