How do I keep EFT inovices separate so there is no rolling balance
We collect unpaid EFT payments over the counter, how can I stop past unpaid invoices being added to current months dues eg.someone's payment may fail in June but go through in July. When Dues are sent in July it means the unpaid invoice is marked as paid and does not appear as outstanding when customer comes in. I can't see how to separate it.
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It sounds like you are not using the integrated billing (I see you are located in the UK) so whatever steps you are doing to "simulate" billing might be unique to your gym. If I had to guess, you are pushing through a fake billing and then marking the declines manually.
Because of this, when the fake billing is run in July (in your example)... you are telling RGP that all invoices are paid because the fake billing satisfies all the payments - old and new.
For customers that have a PAST DUE balance, before running the fake billing each month you can "exclude them from billing". This is a checkbox located on their EFT tab in the customer record. New dues will still be posted but they won't be pushed to billing and the combined balance will still be outstanding. Unfortunately, this step will need be undone once you want them to be included back in your fake billing.
You can sort on the "CHARGE" column in the Billing window to see customers marked "NO EXCLUDED" and keep track of these folks.. as well as EDIT their customer record right from the billing window.
Unfortunately, any "fake billing" method like you are using does have side effects and this is one of them. I hope to have an integrated credit card billing solution for UK gyms in the next 3-9 months.
Thanks Andy for the prompt response - Looks good, I'll check all that out.
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