Introduction
This guide will explain how to stop the billing process for automatic and manual billing while in a lockdown.
Process for billing members
Manual billing
If your club manually generates billing and sends this out, you can either continue doing this (and only getting charges from outstanding debt) or not doing the process until after lockdown has finished. Always process debts after all freeze uploads are complete.
Auto billing
Note: Please ensure if you are debiting automatically, that this section is actioned. Failure to do so, will result in your members being debited, if the freeze has not yet been actioned
For clubs doing automatic billing and you want to remove selected future dates, please do the following:
Go to PGM->Finances->Auto Bookings Generation (PGM)
For the next billing date with Processing status – New press ●●●
To delete the whole run, press Delete. If you have multiple clubs and only a selection of the clubs is affected, please press Edit.
Remove the club/s from this run, and press save. This will only affect this run.
Repeat this process if multiple debit dates are affected by the lockdown.
Alternate method #1
If you are unsure when the lockdown will finish, you can opt to finish the run instead by pressing ●●● then Finish. Once lockdown is over you will need to set up the generation task again, information on how to do this is below.
Hints
To find out more information about the auto generation and auto billing of e-payments, please follow the guide here.