Introduction
Bill run is a process of collecting fees from members who use electronic payments as a payment source. You can decide to prevent members from being included in all bill runs, generated until selected date.
- This article will show you how the process of removing a member from bill runs until a selected date.
- This article will be helpful to PG Champion, Administrator, Club Manager, Finance, Accounting and Club Owner.
Before you start
This action is restricted to employees granted Users -> UserDetail -> ExcludeFromEPayment -> Edit system permission. Please contact your Administrator / PG Champion for details.
If you need to perform this action for multiple users, please refer to this article.
If you need to exclude a member from a selected bill run only, please refer to this article.
Instruction
How to prevent selected member from being included in bill runs?
1. Go to the PGM -> Clients -> Club Members.
2. Select the member from the Members list.
3. Go to Data tab
4. Select (...) button, press the Exclude from billing option.
5. Enter the date until when the member should not be included in bill runs in the pop-up window.
6. Press Exclude to save changes.
If done correctly member won't be included in the bill run. However, membership payments will still be ongoing. All members prevented from the bill run will have an icon visible below on their member profile.