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Automatic Recurring Billing Rule Setup

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Modified on: Tue, 7 Jul, 2020 at 3:18 PM

Automatic Recurring Billing setup can be used to auto post the billing charges in the family ledgers.

Billing Setup options:

* Can be Setup either Program Schedule Based / Attendance Based.
* Can be setup either Weekly / Monthly / Bi-monthly based on the center's billing cycle
* Can be setup either in Advance / Current
* Can be setup either for Automatic Post / Review and post ( manual posting)

Access Path: Center Dashboard---> Setup--->Automatic Recurring Billing Rule--->Add New

 

 

   Options for Center after the Initial Setup: 

* Click Review to review the charges for upcoming billing
* Click Posting History icon to view past postings.
* Click Edit icon to edit the current billing setup and make changes if required. 

 

To suspend an active billing please click Suspend Billing Setup

 

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