Introduction
- This article will be helpful to PG Champion, Administrator, Club Manager, Finance, Accounting and Club Owner.
Before you start
Information about bill runs is presented in three layers of depth.
- The basic data is displayed on a main list of all bill runs described here.
- Bill run data split into respective clubs. The bill run has been generated and is displayed in the bill run clubs view described here.
- Bill run details contain information about all members from one selected club included in the bill run.
- Transactions can be added to bill runs in the Awaiting Review status to modify the results, as described in this article.
Feature description
1. Status - a current status of fee collection for this member:
- Scheduled - fee collection is scheduled - standard status for bill runs Awaiting Acceptance.
- In Progress - fee collection process has started - refer to bill run with Charging / Awaiting Response statuses.
- Success - fee collection finished successfully.
- Error - fee has not been collected, possible reasons include issues discovered during generation (such as expired credit card) or after provider response (such as insufficient funds).
- Excluded - member has been manually excluded from this bill run. His fee has been subtracted from displayed bill run amounts.
2. Member - avatar, name, number and link to member profile.
3. Amount gross - total amount of member fees in this bill run.
4. Error - error message, describing the reason why fee has not been collected.
5. Show details - displays details of fees charged for this member in this bill run
6. ... (three dots icon) - displays a menu where the member in Scheduled status can be manually excluded or member in Excluded status can be brought back to bill run.
7. Description - description of a single member fee being charged.
8. Amount gross - total amount of single fee being charged.
9. Delete - remove single member fee from this bill run.
10. Summary 1 - summary information about bill run: provider, status, name, generation date, balance date (payments due until this date are included), the employee who created the bill run and a date of its creation.
11. Accept bill run - opens bill run acceptance screen for single club. Option available to bill runs in Awaiting Acceptance status. Details can be found in a separate article.
12. Summary 2 - sum of all fees to be collected (Excluded members' fees are not included in this amount) and sum of unsuccessful transactions.
13. Exclude from bill run - opens a screen where multiple members can be excluded by their user number. Details can be found in separate article.
14. Checkbox - select members to be manually excluded/brought back to bill run - relevant action buttons will pop up.
Hints
From April 2025 we added also masked details of bank account in a column with Payment Sources of the user.