Introduction
This article will help you navigate through the Billing view. This is a refreshed interface that replaces and combines old legacy views:
- Payment cards,
- Direct debit,
- Auto Bookings Generation (generation of bill runs),
- Auto Booking Acceptance,
This view may not contain all the configuration items and features supported in previous views, therefore both views are available to use parallelly
- This article will be helpful to PG Champion, Administrator, Club Manager, Finance, Accounting and Club Owner.
Before you start
Mind that you need the right permissions to be able to use the Billing tab. Permissions for this view and all actions are available under categories: Administrator -> Billing ->Billing View.
Feature description
How to navigate the Billing view?
Go to PGM → Finances → Electronic Payments → Billing.
The Billing tab view consists of:
- Bill runs - all recurring and one time charges via Credit Cards or Direct Debit that could be drilled down to level of whole bill run / club / member / transaction.
- Rules and configuration - list of scheduled bill runs together with their criteria of execution.
- Configuration wizard (Schedule new bill run button) - from that allows you to create one time bill run or full schedule of your billing runs.
If you're looking for more in depth information regarding the billing view, please visit these articles: