How to Set Up Billing Preferences

Click Administration

Click Billing Preferences

Optional Payment Methods: These payment methods are used to mark a payment as taken outside of the EZFacility software

Package Invoice Dates: You can choose the statuses for packages that will show on the invoices

Package Preferences: Choose whether you will allow or disallow booking out of range by default on your package.

Membership AutoPay Option: Set the default for whether a membership should be set to auto-pay every time it is sold.

Invoice Preferences: You can choose to include the descriptions on the invoices for the groups and/or the subgroups

Invoice "Bill To" Preferences: Choose what of the client's information should show on their invoices

Save Credit Card Info For Manual Payments: Choose if you want to have a client's credit card save on file automatically when they are checking out in person. You can also choose to not have their card save.

Expired Credit Card Notification: Choose if you want the software to automatically send the client an email before their credit card on file expires.

Credit Card Decline Notifications: You can choose to have the software automatically send an email to a client when their card declines. You can also edit the template for that email.

Invoice Email: You can edit the invoice email template.
         Suggestion: add in your self service link or phone number to let the client know how they can pay the invoice if it is outstanding.

Billing Statement Email: You can change the email template for the billing statement email.

Invoice Footer: You can choose to add a footer to your invoices. This could be a "thank you for your purchase" message or any other statement you need.

Receipt Footer: You can choose to add a footer to your invoices. This could be a "thank you for your purchase" message or any other statement you need.

Billing Statement Footer: You can choose to add a footer to your invoices. This could be a "thank you for your purchase" message or any other statement you need.

Click Save.