Punches not being deducted if manual billing is ticked
We have a number of people who have punch cards, but we have found if they have manual billing ticked on the EFT billing tab then punches are not being deducted -
What can we do ?
We need to have manual billing enabled as we allow regular clients to run up a tab and the manual billing is the only way I have found of doing this
Help!!!
Andy
Comments
I just setup a punch card customer, added 10 punches, checked the manual billing checkbox, and at Check-In the punch was debited normally. The manual billing checkbox has no impact on the debiting of punches.
Punches are only debited on PUNCH CARD customer types, not MEMBERS (by design).
Are these customers properly setup as PUNCH CARD customer type?
OK, just found something odd, if the customer manual payment ticked and they has a debt against their name then the punches are inactive, if the manual payment is ticked but they don't owe us any money then the punches go through fine.
As I said we have used the invoice account option to put debt against the customers
Ah, ok, that I can repeat. Specifically what is happening is because this customer is alerting with what RGP thinks is a "past due manual balance", access to this technically being declined. But this obviously isn't desirable behavior. Technically, though the manual billing is not intended to be used in this fashion - it was designed for membership billing, not tab billing.
That being said, why are you using the manual billing checkbox? Assuming you have integrated billing enabled (either OpenEdge or Stripe), you should just be able to put their billing info in and let them run up a tab normally, and then there is no past due balance generated unless they actually, do in fact, owe money. But even if they do, the punch will be debited normally.
We don't use stripe as we have decided for the present not to store credit cards and it seems the most straightforward way of creating a "Direct billing arrangement"
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