InstallmentBilling Help
Learn how to set up and manage installment billing to accommodate customers.
Billing Setup
Processing Option (InstallmentBilling_ProcessingOption)
Expand the Drop-down list and select your Processing Option.
- Journal Only - Print an Installment Billing Journal of all family member's installment bills and/or auto-debit amounts without processing installment bills and/or auto-debit amounts. This is a good option if you wish to preview installment billing results prior to actually billing households/family members.
- Journal Only - Check for Unbilled Records - Print an Installment Billing Journal of unbilled records with a date equal to or before the date in the Billing Date field. These are installment billing records from the past that, for whatever reason, were never billed. This is a Journal Only option; no actual bills are processed.
- Process Bills - Process installment bills and auto debit amounts and print a journal/report as a byproduct.
Note: Installment Bills and Auto Debit receipts print differently. Auto Debit receipts will print the Payment Date. Installment Bills will have the Payment Due date. The titles are different as well indicating the type: Auto Debit receipt or Installment Bill.
See Also: Topic Doc - Installment Billing ACH and Auto-Debit
DeletePrenote Option (InstallmentBilling_PrenoteOption)
Expand the Drop-down list and select your Prenote Option.
- Process Bills - Skip the Prenote Option and run process Billing based on your selection in the Processing Options field.
- Run Prenote - Run a prenote for all ACH records that will be included in your billing. A prenote (preauthorization) is a zero dollar transaction created and sent through the ACH network to test the validity of bank account information (account number and bank routing number) that was provided at the time of enrollment into the Auto-Debit program or if an account is subsequently changed. At a minimum, Prenote should be run whenever you process Installment Billing for the first time after adding a new ACH Billing Plan. If opting to run a prenote, VSI recommends using the Process Bills Billing Option, since you want to Process the prenote.
Billing Date (InstallmentBilling_BillingDate)
Expand the Drop-down list and select your Billing Date option for this billing run.
THEN
Take appropriate action in the right-hand column to specify the actual date you wish to select. The date you select will be recorded as the Billing Date" for this billing run (i.e. the date on which records are scheduled to billed the date the system checks against to see if a record should be billed etc…).
If you are running this program manually it is always safe to use Actual Date for this field and your date will be whatever your current billing date is. For Example: If you bill on the 1st of the month your Actual Date would be mm/01/20yy because that is the date to of your bills. If on the other hand you billed every Monday and "Monday" was the 7th the Actual Date would be mm/07/20yy.
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
DeletePosting Date (InstallmentBilling_PostingDate)
Expand the Drop-down list and select your Posting Date option for this billing run.
THEN
Take appropriate action in the right-hand column to specify the actual date you wish to select. The date you select will be recorded as the Posting Date" for this billing run (i.e. the date on which bills are posted household credits are applied to bills credit cards are charged and bank accounts are debited).
If you are running this program manually it is always safe to use Actual Date for this field and you will enter "today's" date unless you are billing early. Use the following examples:
- If you bill on the 1st and "today" is 09/01/20yy you would enter 09/01/20yy in this field.
- If you bill on the 1st and "today" is 09/03/20yy you would enter 09/03/20yy in this field.
- If you bill on the 1st and "today" is 08/29/20yy you would enter 09/01/20yy in this field.
Remember: the date you enter here is the date on which household credits will be applied to bills Credit Cards will be charged and funds will be withdrawn from bank accounts. IF you run billing earlier than the scheduled bill date (never recommended) you do NOT want you patrons being charged earlier than your contract dates say you will.
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
DeleteInclude Bill Types (InstallmentBilling_ProcessingTypes)
Click the Combo Box icon and select the Bill Types you wish to include in your Installment Billing run.
- ACH - Automated Clearing House (ACH) records. The billing process will charge fees. Fees will be paid by automatic deduction from the patron's bank account.
- Credit Card - The billing process will charge fees. Fees will be paid by an automatic charge to the patron's credit card.
- Installment Bill - The billing process will charge fees. The fees will be applied to the patron's household, and the patron will remit in person.
- Payroll Deduction - The billing process will charge fees. Fees will be paid by automatic deduction from the patron's wages at the next payroll run. Generally speaking, this option should be reserved for employees at your department.
Round Percent Pre Pay Amounts To The Nearest: (InstallmentBilling_PrePayRound)
Expand the Drop-down list to select your Rounding Option for bills that are subjected to Pre-Pay by Percentage.
- Dollar - In the event a pre-pay by percentage results in a dollars and cents amount (or dollars and partial cents amount), the system will round the percentage up to the nearest whole dollar.
- Penny - In the event a pre-pay by percentage results in a dollars and cents amount (or dollars and partial cents amount), the system will round the percentage up to the nearest whole penny.
Pre-pay amounts are established by Family Member, by Installment Bill in Installment Billing Update.
DeleteModules To Include (InstallmentBilling_ModulesToInclude)
Click the Combo Box icon and select the RecTrac Modules you wish to include in your Installment Billing run.
- Activity Enrollments - Any activities for which you offer payment by installment.
- Locker Reservations - Any locker rentals for which you offer payment by installment.
- Pass Memberships - Any pass memberships for which you offer payment by installment.
- Rental Reservations - Any rental items for which you offer payment by installment.
- Facility Reservations - Any facilities for which you offer payment by installment.
- Trip Reservations - Any trips for which you offer payment by installment.
- Trainer Reservations - Any trainers for which you offer payment by installment.
- League Registrations - Any leagues for which you offer payment by installment.
- Service Item Purchases - Any service items for which you offer payment by installment.
- Inventory Purchases - Any inventory for which you offer payment by installment.
- Ticket Purchases- Any ticket purchases for which you offer payment by installment.
Only those modules you select here will be included in the billing run. If you do not select a module here, the selections you make in the Groups below (if any) will have no impact. For Example: IF you do NOT select Pass Memberships here, NO bills for Passes will be processed regardless of any selections you make in the Pass Memberships Settings Group below.
DeletePay Reference 1 (InstallmentBilling_PayRef1)
Enter free form text in this field, if desired. The text you enter in this field can be alphanumeric and will appear on the Payment of:<x> Made By: <y> With Reference: <z> portion of the patron's receipt.
DeletePay Reference 2 (InstallmentBilling_PayRef2)
Enter free form text in this field, if desired. The text you enter in this field can be alphanumeric and will appear on the Payment of:<x> Made By: <y> With Reference: <z> portion of the patron's receipt.
DeleteUser Name (InstallmentBilling_UserName)
Accept the default entry (your RecTrac User ID) or click the Picklist icon to select the User ID you wish to link to the billing records and receipts that will be generated as a byproduct of running the Installment Billing process.
DeleteReport Output Option (InstallmentBilling_ReportOutputOption)
Expand the Drop-down list to select your Installment Billing Report Output option. This is by-product report that is generated upon clicking Process.
- PDF - The report/journal will output to .pdf.
- CSV - The report will output to a .csv file type. .CSV files will open in most spreadsheet programs, such as Microsoft Excel.
Report Name Option (InstallmentBilling_ReportNameOption)
Expand the Drop-down list to select the Name Option you wish to use for the Installment Billing Proof Report.
- Household Name - The report will list the Primary Person on the Household regardless of whether the Installment Bill is for that person or for another person in the Household. For Example: Marion is the Primary Person listed for the Cunningham family. The household has two (2) installment bills, one for Richie and one for Joanie. With Household Name selected, Marion Cunningham would be listed twice on the report.
- Family Member Name - The report will list the Family Member for whom the Installment Billing record exists. For Example: Marion is the Primary Person listed for the Cunningham family. The household has two (2) installment bills, one for Richie and one for Joanie. With Family Member Name selected, Richie and Joanie Cunningham would be listed on the report.
Email Receipts (InstallmentBilling_EmailReceipts)
Select this option to have the system email Installment Billing / Auto-Debit receipts to patrons when running this process.
De-select this option to have the system queue bills/receipt for patrons to the Bulk Print program. From the Bulk Print program select the Installment Bill Receipts option.
Note: Options on the Bulk Print program allow you to:
- Print paper bills/receipts only for those households/family members that DO NOT have an email address anywhere on their household/family member record. This option assumes you chose to Email Receipts to households with a valid email address and provide hard copy to those who do not.
- Reprint ALL Installment Billing bills/receipts generated by running this process regardless of whether a household has a valid email address on file. This option assumes you provide hard copy to all customers.
ACH File Date (InstallmentBilling_ACHFileDate)
Expand the Drop-down list and select your ACH File Date option for this billing run.
THEN
Take appropriate action in the right-hand column to specify the actual date you wish to select. The date you select will be the date stamped on the file that is sent to the bank. This will allow you to process installment bills/auto debits when you wish while still following bank regulations regarding the file's date stamp.
If you run billing manually, it is always safe to select Actual Date and enter today's" date in this field but conditions may vary. For Example: You process installment bills on a monthly basis on the fifth (5th) of each month. On months were the 5th falls on a work day you select Actual Date and enter mm/05/20yy in this field. However this month the 5th falls on a Sunday. Because of that you will do your billing run on Monday the 6th instead. In order to bill the customers you will enter mm/05/20yy in the Billing Date field (because that is the date of the bills). However since your bank requires that ACH files be date-stamped on the day you send them you would enter mm/06/20yy in the ACH File Date field (because that is the date on which you processed billing).
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
Note: The household's Primary Person will be the name listed in the ACH file for each transaction that you transmit to your bank.
Effective (InstallmentBilling_ACHEffectiveDate)
Expand the Drop-down list and select your Effective Date option for this billing run.
THEN
Take appropriate action in the right-hand column to specify the actual date you wish to select. This is the date you want to use for the effective date entry in the '5' record of the ACH file. Typically, this is the same as the ACH File Date, but conditions may vary. For Example: You process installment bills on a monthly basis on the fifth (5th) of each month. On months were the 5th falls on a work day, you select Actual Date and enter mm/05/20yy in this field. However, this month" the 5th falls on a Sunday. Because of that you will do your billing run on Monday the 6th instead. In order to bill the customers you will enter mm/05/20yy in the Billing Date field. Because you want the Effective Date for the '5' record entry to be the same as the Billing Date you would enter mm/05/20yy in this field.
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
DeleteACH Batch Description (InstallmentBilling_ACHBatchDesc)
Enter alphanumeric text in this field, if desired. The text you enter is a custom batch description that will display in the ACH File Creation Program.
Leave this field blank if desired. In that event, the default batch description will be Installment Billing/Auto Debit.
Note: If your organization bills in several different billing intervals you might name a batch "Bi-Weekly Batch.
OR
If specific passes are billed at particular times of the month you might name the batch after that type of pass such as: "Family Pass Batch."
Household Features (InstallmentBilling_HouseholdFeatures)
Click the Combo Box icon to select the Household Features by which you wish to run Installment Billing/Auto-debit, if desired. This option allows you to process Installment Bills for a select group of Households, as only those households with a matching Feature Code will be billed.
Household Feature Codes are maintained in System Code Management and are linked to Households in Household Management • Misc Info tab.
DeleteUse HH Last Name Range (SAHousehold_LastName_UseRange)
The functionality of this field differs depending on whether you are running a Report or a Process.
-
If running a Report - Select this option to include only those Households in the Begin and End Household Last Name range in your output.
THEN
Input the range of Households you wish to include. By default the Begin/End range is <Blank> to 'ZZZZZ' (i.e. all households).- If the report you are running also contains a Household/Family Member DataGrid then DO NOT make any selections the DataGrid when running reports AND using Last Name Range. The report will yield 0 results because the two fields work separately.
- If the report you are running contains a non-Household/Family Member DataGrid then you can make selections in the DataGrid. For Example: If running the Question Statistics Report you can make selections in the Question Text DataGrid AND filter the report by Household/Family Member Range if desired.
-
If running a Process - Select this option to include only those Households in the Begin and End Household Last Name range in your process as well as any households selected in the DataGrid if applicable.
THEN
Input the range of Households you wish to include. By default the Begin/End range is <Blank> to 'ZZZZZ' (i.e. all households).
OR
Leave this option de-selected to include only those Households selected in the DataGrid (if applicable for this process) in your process.
OR
Leave this option de-selected and do not select any Households in the DataGrid to include ALL households in the process.
Note: Begin and End Household Last Name fields appear only if this check box is selected.
Begin HH Last Name (SAHousehold_LastName_Begin)
If opting to Use HH Last Name Range, enter the Beginning and Ending range of Households you wish to include on your output. By default, the Begin/End range is <Blank> to 'ZZZZZ' (i.e. all households).
The system wildcards automatically, so entering partial names will include all names that begin with the same letters. For Example: Entering 'A' in the Begin field and 'MZZZZ' in the End field will yield all last names starting with 'A' through 'M' in your output.
DeleteEnd HH Last Name (SAHousehold_LastName_End)
If opting to Use HH Last Name Range, enter the Beginning and Ending range of Households you wish to include on your output. By default, the Begin/End range is <Blank> to 'ZZZZZ' (i.e. all households).
The system wildcards automatically, so entering partial names will include all names that begin with the same letters. For Example: Entering 'A' in the Begin field and 'MZZZZ' in the End field will yield all last names starting with 'A' through 'M' in your output.
DeleteIndividual Households (InstallmentBilling_HHDataGrid)
Select individual households or a range of households from the browser, if desired. The names you select will be included in the process you are running.
OR
Make no selections in the browser and Use HH Last Name Range to select a range of households to include in this process, if desired.
OR
Make no selections in the browser and leave the Use HH Last Name Range option de-selected to include ALL households in the process you are running.
Due Date (InstallmentBilling_DueDate)
Expand the Drop-down list and select your Due Date option for Installment Bills.
THEN
Take appropriate action in the right-hand column to specify the actual date you wish to select. The date you select will appear as the Due Date" for bills sent to your patrons as a byproduct of the billing run and it represents the date by which you expect remittance.
Due Dates are <X> Days after the bill is processed. To achieve this most easily you would select Today from the Drop-down list and then enter the number of days from "today" that remittance is due. For Example: If you allowed four weeks you would enter '28' in the right-hand column because you allow "today + 28 days" for remittance.
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
DeleteDaily Comment Code(s) (InstallmentBilling_DailyCommentCode)
Click the Combo Box icon to select the Daily Comment Code(s) you wish to have printed, if any. Multiple selection is allowed. This information will print on the receipts that are produced.
Note: You can include Comment Codes and free form Daily Comments or you can opt to use one field or the other. All comments selected or entered print.
Daily Comment (InstallmentBilling_DailyComment)
Enter free form comments in this field, if desired. This information will print on the receipts that are produced.
Note: You can include Comment Codes and free form Daily Comments or you can opt to use one field or the other. All comments selected or entered print.
Use Pass Code Range (InstallmentBilling_UsePassCodeRange)
Select this option to include only those Passes in the Begin and End Code range in your Installment Billing / Auto-Debit run.
THEN
Input the range of Passes for which you wish to bill.
OR
Leave this option de-selected to skip this filter.
Note: To bill for Passes ensure "Pass Memberships" is selected the Modules to Include field above.
Begin Pass Code (InstallmentBilling_BeginPassCode)
If opting to Include Pass Code Range, select your Begin and End Pass Codes. The range you select will be included in your billing run.
OR
Enter a Pass Code Wildcard.
Note: Leave the Use Pass Code Range option de-selected to include your entire range of Pass Codes if desired.
End Pass Code (InstallmentBilling_EndPassCode)
If opting to Include Pass Code Range, select your Begin and End Pass Codes. The range you select will be included in your billing run.
OR
Enter a Pass Code Wildcard.
Note: Leave the Use Pass Code Range option de-selected to include your entire range of Pass Codes if desired.
Pass Code Wildcard (InstallmentBilling_WildPassCode)
If opting to Include Pass Code Range, select your Begin and End Pass Codes. The range you select will be included in your billing run.
OR
Enter a Pass Code Wildcard.
Note: Leave the Use Pass Code Range option de-selected to include your entire range of Pass Codes if desired.
Include Bills From Expired Passes (InstallmentBilling_PMIncludeExpired)
Select this option to have the system include Installment Billing / Auto-Debit records for expired passes. Passes with a status of 'Expired' will be billed when this option is selected.
De-select this option to have the system skip billing records linked to expired passes. Expired passes will NOT be billed.
Note: For the Pass module the Installment Billing program checks a pass's Expired Status against the bill date to determine whether to process a bill. It does NOT check the "today's" date against the bill date. With this option de-selected passes with a status of "EXPIRED" will be skipped by default no matter the actual expiration date. The expiration date is checked only for ACTIVE passes to see whether the pass will be or should have been expired on the billing date. For Example: You bill on the 1st and 15th of the month. "Today" is 10/02/20xx and a patron's pass expires today. With this option de-selected if you have NOT run billing for 10/01/20xx that patron WILL BE billed because the pass was active on the billing date. When you run billing for 10/15/20xx that patron WILL NOT be billed because the pass will be expired.
Suspend Passes With Credit Card Decline? (InstallmentBilling_SuspendPasses)
Select this option to have a patron's pass membership suspended in the event their credit card is declined during the billing run.
De-select this option to have no action taken against pass memberships in the event of credit card declines.
Note: By default passes will be suspended for 30 days. In the event the household has a Family Pass Membership both the Primary Pass and all Secondary Passes will be suspended.
Pass Code Status (InstallmentBilling_PassCodeStatus)
Accept the default entry or click the Combo Box icon to select the Pass Code Status/Statuses you wish to include in this billing run.
- Active - Active-status Pass Codes will be included.
- Inactive - Inactive-status Pass Codes will be included.
Use Rental Item Range (InstallmentBilling_UseRentalItemRange)
Select this option to include only those Rental Items in the Begin and End Code range in your Installment Billing / Auto-Debit run.
THEN
Input the range of Rental Items for which you wish to bill.
OR
Leave this option de-selected to skip this filter.
Note: To bill for Rental Items ensure "Rental Reservations" is selected the Modules to Include field above.
Begin Rental Item (InstallmentBilling_BeginRentalItem)
If opting to Include Rental Item Range, select your Begin and End Rental Items. The range you select will be included in your billing run.
OR
Enter a Rental Item Wildcard.
Note: Leave the Use Rental Item Range option de-selected to include your entire range of Rental Items if desired.
End Rental Item (InstallmentBilling_EndRentalItem)
If opting to Include Rental Item Range, select your Begin and End Rental Items. The range you select will be included in your billing run.
OR
Enter a Rental Item Wildcard.
Note: Leave the Use Rental Item Range option de-selected to include your entire range of Rental Items if desired.
Rental Item Wildcard (InstallmentBilling_WildRentalItem)
If opting to Include Rental Item Range, select your Begin and End Rental Items. The range you select will be included in your billing run.
OR
Enter a Rental Item Wildcard.
Note: Leave the Use Rental Item Range option de-selected to include your entire range of Rental Items if desired.
Rental Item Status (InstallmentBilling_RentalItemStatus)
Accept the default entry or click the Combo Box icon to select the Rental Item Status/Statuses you wish to include in this billing run.
- Active - Active-status Rental Items will be included.
- Inactive - Inactive-status Rental Items will be included.
Use Section Range (InstallmentBilling_UseSectionRange)
Select this option to include only those Activity Sections in the Begin and End Code range in your Installment Billing / Auto-Debit run.
THEN
Input the range of Activity Sections for which you wish to bill.
OR
Leave this option de-selected to skip this filter.
Note: To bill for Activity Sections ensure "Activity Enrollments" is selected the Modules to Include field above.
Begin Section (InstallmentBilling_BeginSection)
If opting to Include Section Range, select your Begin and End Sections. The range you select will be included in your billing run.
OR
Enter a Section Wildcard.
Note: Leave the Use Section Range option de-selected to include your entire range of Activity Sections if desired.
End Section (InstallmentBilling_EndSection)
If opting to Include Section Range, select your Begin and End Sections. The range you select will be included in your billing run.
OR
Enter a Section Wildcard.
Note: Leave the Use Section Range option de-selected to include your entire range of Activity Sections if desired.
Section Wildcard (InstallmentBilling_WildCardSection)
If opting to Include Section Range, select your Begin and End Sections. The range you select will be included in your billing run.
OR
Enter a Section Wildcard.
Note: Leave the Use Section Range option de-selected to include your entire range of Activity Sections if desired.
Activity Code Status (InstallmentBilling_ActivityCodeStatus)
Accept the default entry or click the Combo Box icon to select the Activity Code Status/Statuses you wish to include in this billing run.
- Active - Active-status Activities will be included.
- Inactive - Inactive-status Activities will be included.
Activity Section Status (InstallmentBilling_ActivitySectionStatus)
Accept the default entry or click the Combo Box icon to select the Activity Section Status/Statuses you wish to include in this billing run.
- Active - Active-status Sections will be included.
- Inactive - Inactive-status Sections will be included.
Use Locker Room Range (InstallmentBilling_UseLockerRoomRange)
Select this option to include only those Lockers in the Begin and End Code range in your Installment Billing / Auto-Debit run.
THEN
Input the range of Lockers for which you wish to bill.
OR
Leave this option de-selected to skip this filter.
Note: To bill for Lockers ensure "Locker Reservations" is selected the Modules to Include field above.
Begin Locker Room (InstallmentBilling_BeginLockerRoom)
If opting to Include Locker Room Range, select your Begin and End Locker Rooms. The range you select will be included in your billing run.
OR
Enter a Locker Room Wildcard.
Note: Leave the Use Locker Room Range option de-selected to include your entire range of Locker Rooms if desired.
End Locker Room (InstallmentBilling_EndLockerRoom)
If opting to Include Locker Room Range, select your Begin and End Locker Rooms. The range you select will be included in your billing run.
OR
Enter a Locker Room Wildcard.
Note: Leave the Use Locker Room Range option de-selected to include your entire range of Locker Rooms if desired.
Locker Room Wildcard (InstallmentBilling_WildLockerRoom)
If opting to Include Locker Room Range, select your Begin and End Locker Rooms. The range you select will be included in your billing run.
OR
Enter a Locker Room Wildcard.
Note: Leave the Use Locker Room Range option de-selected to include your entire range of Locker Rooms if desired.
Locker Room Status (InstallmentBilling_LockerRoomStatus)
Accept the default entry or click the Combo Box icon to select the Locker Room Status/Statuses you wish to include in this billing run.
- Active - Active-status Locker Rooms will be included.
- Inactive - Inactive-status Locker Rooms will be included.
Locker Status (InstallmentBilling_LockerStatus)
Accept the default entry or click the Combo Box icon to select the Locker Status/Statuses you wish to include in this billing run.
- Active - Active-status Lockers will be included.
- Inactive - Inactive-status Lockers will be included.
Use Facility Range (InstallmentBilling_UseFacilityRange)
Select this option to include only those Facilities in the Begin and End Code range in your Installment Billing / Auto-Debit run.
THEN
Input the range of Facilities for which you wish to bill.
OR
Leave this option de-selected to skip this filter.
Note: To bill for Facilities ensure "Facility Reservations" is selected in the Modules to Include field above.
Begin Facility (InstallmentBilling_BeginFacility)
If opting to Include Facility Range, select your Begin and End Facilities. The range you select will be included in your billing run.
OR
Enter a Facility Wildcard.
Note: Leave the Use Facility Range option de-selected to include your entire range of Facilities if desired.
End Facility (InstallmentBilling_EndFacility)
If opting to Include Facility Range, select your Begin and End Facilities. The range you select will be included in your billing run.
OR
Enter a Facility Wildcard.
Note: Leave the Use Facility Range option de-selected to include your entire range of Facilities if desired.
Facility Wildcard (InstallmentBilling_WildFacility)
If opting to Include Facility Range, select your Begin and End Facilities. The range you select will be included in your billing run.
OR
Enter a Facility Wildcard.
Note: Leave the Use Facility Range option de-selected to include your entire range of Facilities if desired.
Facility Status (InstallmentBilling_FacilityStatus)
Accept the default entry or click the Combo Box icon to select the Facility Status/Statuses you wish to include in this billing run.
- Active - Active-status Facilities will be included.
- Inactive - Inactive-status Facilities will be included.
Use Trip Range (InstallmentBilling_UseTripRange)
Select this option to include only those Trips in the Begin and End Code range in your Installment Billing / Auto-Debit run.
THEN
Input the range of Trips for which you wish to bill.
OR
Leave this option de-selected to skip this filter.
Note: To bill for Trips ensure "Trip Reservations" is selected in the Modules to Include field above.
Begin Trip (InstallmentBilling_BeginTrip)
If opting to Include Trip Range, select your Begin and End Trips. The range you select will be included in your billing run.
OR
Enter a Trip Wildcard.
Note: Leave the Use Trip Range option de-selected to include your entire range of Trips if desired.
End Trip (InstallmentBilling_EndTrip)
If opting to Include Trip Range, select your Begin and End Trips. The range you select will be included in your billing run.
OR
Enter a Trip Wildcard.
Note: Leave the Use Trip Range option de-selected to include your entire range of Trips if desired.
Trip Wildcard (InstallmentBilling_WildTrip)
If opting to Include Trip Range, select your Begin and End Trips. The range you select will be included in your billing run.
OR
Enter a Trip Wildcard.
Note: Leave the Use Trip Range option de-selected to include your entire range of Trips if desired.
Trip Status (InstallmentBilling_TripStatus)
Accept the default entry or click the Combo Box icon to select the Trip Status/Statuses you wish to include in this billing run.
- Active - Active-status Trips will be included.
- Inactive - Inactive-status Trips will be included.
Use Trainer Range (InstallmentBilling_UseTrainerRange)
Select this option to include only those Trainers in the Begin and End Code range in your Installment Billing / Auto-Debit run.
THEN
Input the range of Trainers for which you wish to bill.
OR
Leave this option de-selected to skip this filter.
Note: To bill for Trainers ensure "Trainer Reservations" is selected in the Modules to Include field above.
Begin Trainer (InstallmentBilling_BeginTrainer)
If opting to Include Trainers Range, select your Begin and End Trainers. The range you select will be included in your billing run.
OR
Enter a Trainer Wildcard.
Note: Leave the Use Trainer Range option de-selected to include your entire range of Trainers if desired.
End Trainer (InstallmentBilling_EndTrainer)
If opting to Include Trainer Range, select your Begin and End Trainer. The range you select will be included in your billing run.
OR
Enter a Trainer Wildcard.
Note: Leave the Use Trainer Range option de-selected to include your entire range of Trainers if desired.
Trainer Wildcard (InstallmentBilling_WildTrainer)
If opting to Include Trainer Range, select your Begin and End Trainers. The range you select will be included in your billing run.
OR
Enter a Trainer Wildcard.
Note: Leave the Use Trainer Range option de-selected to include your entire range of Trainers if desired.
Use League Range (InstallmentBilling_UseLeagueRange)
Select this option to include only those Leagues in the Begin and End Code range in your Installment Billing / Auto-Debit run.
THEN
Input the range of Leagues for which you wish to bill.
OR
Leave this option de-selected to skip this filter.
Note: To bill for Leagues ensure "League Registrations" is selected in the Modules to Include field above.
Begin League (InstallmentBilling_BeginLeague)
If opting to Include League Range, select your Begin and End Leagues. The range you select will be included in your billing run.
OR
Enter a League Wildcard.
Note: Leave the Use League Range option de-selected to include your entire range of Leagues if desired.
End League (InstallmentBilling_EndLeague)
If opting to Include League Range, select your Begin and End Leagues. The range you select will be included in your billing run.
OR
Enter a League Wildcard.
Note: Leave the Use League Range option de-selected to include your entire range of Leagues if desired.
League Wildcard (InstallmentBilling_WildLeague)
If opting to Include League Range, select your Begin and End Leagues. The range you select will be included in your billing run.
OR
Enter a League Wildcard.
Note: Leave the Use League Range option de-selected to include your entire range of Leagues if desired.
League Status (InstallmentBilling_LeagueStatus)
Accept the default entry or click the Combo Box icon to select the League Status/Statuses you wish to include in this billing run.
- Active - Active-status Leagues will be included.
- Inactive - Inactive-status Leagues will be included.
Use Service Item Range (InstallmentBilling_UseServiceItemRange)
Select this option to include only those Service Items in the Begin and End Code range in your Installment Billing / Auto-Debit run.
THEN
Input the range of Service Items for which you wish to bill.
OR
Leave this option de-selected to skip this filter.
Note: To bill for Service Items ensure "Service Item Purchases" is selected in the Modules to Include field above.
Begin Service Item (InstallmentBilling_BeginServiceItem)
If opting to Include Service Item Range, select your Begin and End Service Items. The range you select will be included in your billing run.
OR
Enter a Service Item Wildcard.
Note: Leave the Use Service Item Range option de-selected to include your entire range of Service Items if desired.
End Service Item (InstallmentBilling_EndServiceItem)
If opting to Include Service Item Range, select your Begin and End Service Items. The range you select will be included in your billing run.
OR
Enter a Service Item Wildcard.
Note: Leave the Use Service Item Range option de-selected to include your entire range of Service Items if desired.
Service Item Wildcard (InstallmentBilling_WildServiceItem)
If opting to Include Service Item Range, select your Begin and End Service Items. The range you select will be included in your billing run.
OR
Enter a Service Item Wildcard.
Note: Leave the Use Service Item Range option de-selected to include your entire range of Service Items if desired.
Service Item Status (InstallmentBilling_ServiceItemStatus)
Accept the default entry or click the Combo Box icon to select the Service Item Status/Statuses you wish to include in this billing run.
- Active - Active-status Service Items will be included.
- Inactive - Inactive-status Service Items will be included.
Use Inventory Range (InstallmentBilling_UseInventoryRange)
Select this option to include only those Inventory Items in the Begin and End Code range in your Installment Billing / Auto-Debit run.
THEN
Input the range of Inventory Items for which you wish to bill.
OR
Leave this option de-selected to skip this filter.
Note: To bill for Inventory Items ensure "Inventory Purchases" is selected in the Modules to Include field above.
Begin Inventory (InstallmentBilling_BeginInventory)
If opting to Include Inventory Range, select your Begin and End Inventory. The range you select will be included in your billing run.
OR
Enter an Inventory Wildcard.
Note: Leave the Use Inventory Range option de-selected to include your entire range of Inventory Items if desired.
End Inventory (InstallmentBilling_EndInventory)
If opting to Include Inventory Range, select your Begin and End Inventory. The range you select will be included in your billing run.
OR
Enter an Inventory Wildcard.
Note: Leave the Use Inventory Range option de-selected to include your entire range of Inventory if desired.
Inventory Wildcard (InstallmentBilling_WildInventory)
If opting to Include Inventory Range, select your Begin and End Inventory. The range you select will be included in your billing run.
OR
Enter an Inventory Wildcard.
Note: Leave the Use Inventory Range option de-selected to include your entire range of Inventory if desired.
Inventory Status (InstallmentBilling_InventoryStatus)
Accept the default entry or click the Combo Box icon to select the Inventory Status/Statuses you wish to include in this billing run.
- Active - Active-status Inventory will be included.
- Inactive - Inactive-status Inventory will be included.
Use Ticket Range (InstallmentBilling_UseTicketRange)
Select this option to include only those Tickets in the Begin and End Code range in your Installment Billing / Auto-Debit run.
THEN
Input the range of Tickets for which you wish to bill.
OR
Leave this option de-selected to skip this filter.
Note: To bill for Tickets ensure "Ticket Purchases" is selected in the Modules to Include field above.
Begin Ticket (InstallmentBilling_BeginTicket)
If opting to Include Ticket Range, select your Begin and End Tickets. The range you select will be included in your billing run.
OR
Enter a Ticket Wildcard.
Note: Leave the Use Ticket Range option de-selected to include your entire range of Tickets if desired.
End Ticket (InstallmentBilling_EndTicket)
If opting to Include Ticket Range, select your Begin and End Ticket. The range you select will be included in your billing run.
OR
Enter a Ticket Wildcard.
Note: Leave the Use Ticket Range option de-selected to include your entire range of Tickets if desired.
Ticket Wildcard (InstallmentBilling_WildTicket)
If opting to Include Ticket Range, select your Begin and End Tickets. The range you select will be included in your billing run.
OR
Enter a Ticket Wildcard.
Note: Leave the Use Ticket Range option de-selected to include your entire range of Tickets if desired.
Ticket Status (InstallmentBilling_TicketStatus)
Accept the default entry or click the Combo Box icon to select the Ticket Status/Statuses you wish to include in this billing run.
- Active - Active-status Tickets will be included.
- Inactive - Inactive-status Tickets will be included.