Introduction
In Perfect Gym, the billing process is designed to be flexible, allowing you to manage financial transactions accurately before they are finalized. This article describes how to include members or additional charges in a selected, generated bill run that has not yet been accepted. This feature supports manual adjustments for recurring payments, ensuring that all necessary member charges are captured for both Direct Debit and payment card providers.
- This article describes how include members to a selected, generated bill run.
- This article will be helpful to PG Champion, Administrator, Club Manager, Finance, Accounting and Club Owner.
Before you start
- Ensure that the bill run you wish to modify has already been generated and is currently in the Awaiting Acceptance status. Modifications cannot be made once a bill run has been accepted or processed.
- This can be achieved from bill run details screen, introduced in this article.
Instruction
This action is only possible for bill runs that are currently in the Awaiting Acceptance status.
How to include members in a generated bill run
Go to PGM -> Finances -> Electronic Payments -> Billing.
Select the specific billing run you want to include a new charge in. Ensure it is in the Awaiting Acceptance status.
Click on the grey arrow on the right side of the row.
Once the summary opens, click on the grey arrow on the right again to enter the detailed view.
A view with the detailed members list will open. Click on the Add member charge button in the top right corner.
In the pop-up window, Choose a member, add a Description, and enter the Gross amount of the charge.
Select the appropriate Tax rate and click Save to continue.
How to exclude a transaction from a generated bill run
If you made a mistake or need to remove a specific charge before finalizing the run:
In the Bill run detailed view (located under PGM -> Finances -> Electronic Payments -> Billing).
Click on the three dots next to the selected member's transaction.
Select Exclude from bill run.