ChargePendingFeesPrompt Help
Learn how to quickly process pending fees.
The Charge Pending Fees program cycles through the database and changes all applicable Fees with a status of Pending to Charged based on the Processing Date option you select as well as any other criteria on the Fee. When a Fee's status is changed to Charged, the balance appears on the household to which it is linked.
Note: Due Date parameters for Pending Fees are established using the Due Option in Advanced Fees • Miscellaneous Settings group.
From the bottom of the screen…
Click Process to run the Charge Pending Fees program manually. By default, the system will use "today's" date and any Pending-status Fee with a Due Date equal or prior to "today" will have its status changed to Charged. You may choose an alternate date, if desired.
Click Schedule to have this process run at regular intervals. You will continue to the Schedule Generator screen.
Note: If opting to schedule this program, VSI recommends setting the Processing Date on the program itself to Today and then and then scheduling the program to run either on a daily basis (i.e. you'll charge pending fees every day) or an a different set schedule as needed, such as weekly.
Use this screen to:
- Pay in-advance, future Installment Bills. Applicable when the item is associated with an Installment Payment Plan. For Example: Your $300.00 annual membership can be paid for using an Installment Billing Plan which charges patrons $50.00 a month for 6-months, on the first of each month. Tom calls and would like to pay a month in advance on his membership and you would use this screen to process this payment.
- Select the Pending Fees to pay today. For Example: Tom reserved a pavilion for August 1st and paid a deposit. Prior to his event, Tom is responsible for paying fees for the bar, catering, and the remainder of the facility fees prior to his event. The bar and catering fees are due one month prior to the event, and the remainder of the facility fee is due the day of the event. One month prior to the event, Tom calls to pay the bar and catering fees and you would use this screen to process those payments.
ChargePendingFeesPrompt_Tab1
Charge-Thru Date (ChargePendingFeesPrompt_ChargeThru)
Enables you to specify the date through which to select future installment bill payments. For Example: On April 15th, Ted would like to pay off his May 1st installment payment. Within RecTrac, select May 1st from the calendar and then click Add to Cart..
DeleteSelect the pending fee(s) to charge today (ChargePendingFeesPrompt_Datagrid)
Place a checkmark beside each record in the DataGrid that you'd like to pay for today. For Example: The DataGrid includes four (4) pending fees, and Tom chose to pay two (2) today. When done, click the Add to Cart button.
DeleteTotal Amount to Charge: (ChargePendingFeesPrompt_TotalAmount)
You will not visit this field.
Payment amount to add to the cart based on your DataGrid selections. For Example: A $123.00 payment is selected within the DataGrid based on two (2) record selections.
DeleteFees Selected: (ChargePendingFeesPrompt_NumberSelected)
You will not visit this field.
Count of records selected within the DataGrid. For Example: One (1) record is selected within the DataGrid.
Delete