The Bulk Installment Billing Date Change program allows you to move a range of installment bills to the end of their current billing schedule. The reason for this program is to accommodate the following scenario: Due to unforeseen circumstances, you had to close your facilities for an extended period of time. You extended your program and membership dates to cover the time of the closure. Now you need to extend the billing schedule to match.
For example, due to COVID-19, you closed your gym on 13 March. You re-opened on 10 June. You extended your membership dates by three (3) months to cover the closure. Now you need to add the bills that were skipped during this time to the end of your patrons' billing schedule.
To Run the Bulk Installment Billing Date Change program.
- Accept "Move Bills to the End of the Billing Schedule" as your Processing Option.
- Select your Module: Activity Enrollments or Pass Memberships.
- Select the Billing Statuses you want to include. Vermont Systems recommends selecting all of them.
- Select your begin and end billing dates. Your date range should be inclusive of the bills you want to append to the end of the current billing schedule. For example, you bill on the 1st and 15th of each month. Due to COVID-19, you closed your gym on 13 March. You re-opened on 10 June. Your Bill Date to Change Range would be 15 March ? 01 June, since those were the bills that were skipped during the closure.
- Make your selections in the other fields that appear. These are dependent on your selection in the Module field. Use the "i" Information icon for field definitions as needed.
- Click Process The program runs on the AppServer. The Notification Center will alert you when the process completes. A byproduct .csv file will be placed in the Document Center, which includes information for each record that was moved.
- Repeat as needed, either for a different Module or for a different set of records within the original Module you selected.
Bulk Installment Billing Change
Processing Option (BulkInstallmentBillingDateChange_ProcessingOption)
Accept Move Bills to the End of the Billing Schedule." At present this is the only Processing Option. Installment bills will be added to the end of the current billing schedule.
For example due to COVID-19 you closed your gym on 13 March. You re-opened on 10 June. You extended your membership dates by three (3) months. Now you need to add three (3) month's worth of bills to the end of your patrons' billing schedule to account for the time you were closed.
Note: Step-by-step instructions for running this program are in the Header Help. Click the "i" Information icon and scroll to the top of the page.
Include these Billing Statuses (BulkInstallmentBillingDateChange_BillStatus)
Accept the default entries in this field (Unbilled, Unbilled-Adjusted, and Suspended) or make other selections as needed. Only those statuses selected here will be impacted by the bulk change process.
DeleteBegin Bill Date to Change (BulkInstallmentBillingDateChange_BillDate)
Select your begin and end billing dates. Your date range should be inclusive of the bills you want to append to the end of the current billing schedule. For example, you bill on the 1st and 15th of each month. Due to COVID-19, you closed your gym on 13 March. You re-opened on 10 June. Your Bill Date to Change Range would be 15 March - 01 June.
DeleteEnd Bill Date to Change (BulkInstallmentBillingDateChange_BillDateEnd)
Select your begin and end billing dates. Your date range should be inclusive of the bills you want to append to the end of the current billing schedule. For example, you bill on the 1st and 15th of each month. Due to COVID-19, you closed your gym on 13 March. You re-opened on 10 June. Your Bill Date to Change Range would be 15 March - 01 June.
DeleteModule (BulkInstallmentBillingDateChange_Module)
Select the Module for which you want to run this program.
- Activity Enrollments
- Pass Memberships
(BulkInstallmentBillingDateChange_BeginItem)
Enter a beginning and ending range of activity sections or pass codes.
OR
Enter a wildcard.
(BulkInstallmentBillingDateChange_EndItem)
Enter a beginning and ending range of activity sections or pass codes.
OR
Enter a wildcard.
(BulkInstallmentBillingDateChange_WildCardItem)
Enter a beginning and ending range of activity sections or pass codes.
OR
Enter a wildcard.