Bills & Viewing Payments in the Dashboard

Modified on Wed, 04 Oct 2023 at 07:19 AM

If you have enabled "on account" at your front desk you'll need a way to create bills so your members can pay for their account purchases.  This guide will show you how that works:

The Admin View - To Create Bills:

Once you are ready to send bills out, go to Finances > Create Bills and choose the statement date.  You can select all, or individual bills to send. After you’ve selected your bills lick the ‘Send Bills’ button and your members will see their bill in their accounts and they can pay them from the Make A Payment screen.

To view the orders under any Bill, select the drop down under Actions and the system will display each order.

The Admin View - To View Bills:

Go to your Dashboard to the right you will find Finances. Then click View Bills from the menu.

View Bills will allow you to see any of the bills that have been already been created. The columns 'Last Action' and 'Payment Status' show the relevant information on the status of the bills.

You are able to view the order under the bill by clicking the 3-dot menu and then clicking the ‘View’ button.

To download the PDF, first click the checkbox to the right of the invoice you would like to download and click the ‘Print Batch PDF’ button. 

To print all bills, first click the checkbox at the top of the list of bills. Then click the highlighted text that says ‘Select all ## records.” Last, click the Print Batch PDF button. 

You can also resend unpaid bills. First, select the bills that you would like to resend by clicking the checkbox. Then click the ‘Send Batch Email’ button and you’re bills will be resent. 

You can filter orders by date, payment status, email address and our standard search options: name, acct # and bill # 

The Member View - Order History:

When a member is in their account they can see their open orders and bills. To view unpaid charges, they go to Payments > Order History. 

The Member View - Payment History 

When members wants to view their paid charges, they will go to Payments > Payment History. Members can view the orders inside the paid bill by clicking the 3-dot menu and then View Order. 

The Member View - Make a Payment screen:

When the member goes to the Payments > Make a Payment screen, they will see their unpaid bills and can make a payment from this screen. 

If bills are set to required, they display to the member without checkboxes:

If bills are set not set to required, they display a checkbox giving the member the option to include their bills with the current payment. 

NOTE: To make bills required, go to Member Splash Settings > Payment Settings > Invoice Settings and check the Make Open Bills Required setting. Remember to click the Save Changes button. 

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