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View Members Eligible for Upcoming (Recurring) Billing
Mar 20, 2023
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You can view a list of members with upcoming billing in the Billing module on the Upcoming Billing tab.
- Click Billing in the left-hand navigation panel.
- Click the Upcoming Billing tab. A list of all members with scheduled billing, filtered to the current month, will be displayed. From this tab, you can review Scheduled Billing assigned to your members on their contact's Billing tab.
- Use the filter options to filter to the desired members by using the filter icons.
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IMPORTANT: Applying filtering options allows you to limit the list of invoices that need to be created. Only those invoices displayed, based on your filters, will be included when you run your upcoming billing. At a minimum a month must be selected from the Show Only options to enable the run upcoming billing option. |
