RecChat: Installment Billing Date Change Utility - 08/20/2020
Table of Contents
Episode Summary
In this episode, our host Bret Alarcon is joined by EDU Manager, Zach Malloch to discuss the Installment Billing Date Change Utility. Zach explains how to use this utility in the event of a facility or department closure to move installment bills to the end of a billing cycle. He also touches on installment billing fee changes and using the journal run option to produce a test report of what you can expect to happen when processing for real.
Video
Transcript
Bret Alarcon 0:08
Hello, everyone and welcome to this edition of RecTrac. I'm your host Bret Alarcon. So today we have Zach, Zach Malloch with us, and he's going to be talking about the new installation, billing date change utility, and why we needed one. So if you have any questions during this present presentation, just Click that little q&a Button, a little box will pop up. Ask your questions, whatever you want in there. So with that, how are you doing today, Zack?
Zach Malloch 0:38
Doing pretty well, Brett? How are you doing?
Bret Alarcon 0:40
I'm doing great.
Zach Malloch 0:41
It's It's interesting being on this side of the hosting equation.
Bret Alarcon 0:47
I think that's the first time I hosted for you.
Zach Malloch 0:49
Yeah. Well, yeah. So you guys want to talk about installment billing a little bit?
Bret Alarcon 0:55
Yeah. So can you tell us why we even created this utility?
Zach Malloch 0:59
Yeah. So you know, sometimes development likes to just go out there and create weird things for weird reasons. Andit just so happens that this utility fits perfectly into the situation. The world kind of finds itself in today. And I just noticed on chat. Yeah, I didn't notice the music either. But are you holding out on us?
Bret Alarcon 1:20
Oh, no, I must not Click that Toggle, share audio? Oh, yeah, there's a little mini Toggle, you gotta Click and where it won't stay
Zach Malloch 1:27
there. I do apologize. But if we're done with this session, in enough time, I will go grab my ukulele. And we'll just do a little live session here.
Bret Alarcon 1:34
Thank you.
Zach Malloch 1:35
All right. So yes, this utility was a direct response to what's going on right now. So we've had the ability to extend expiration dates on passes pretty well. But there hasn't been a really great way to kind of change the billing schedule that results in that automatic date extension. So what this does, and it's really ideal for situations where you have an entire area that gets shut down. So like, let's say, your entire fitness center, or, hypothetically, your entire park district closes down, you could potentially do this for every single membership that you have, let's say you closed down for three months in the middle of this. You could extend your expiration date ranges by three months for anybody that would have expired within that timeframe. And then you can move your bills, as long as they're in an unbilled or suspended status to the end of that person's schedule. So it kind of takes them out from you know, the the June, July, August dates, if you're close for those months, and just appends them to the end, whatever the end of that person's cycle happens to be. And you can do it for basically everybody at the same time So yeah, we've got that
Bret Alarcon 2:46
that sounds super helpful.
Zach Malloch 2:48
You want to see it?
Bret Alarcon 2:49
Yes, please.
Zach Malloch 2:50
All right. Let's see. Now I might have taken Yeah, I took over my session when I was getting ready for this. Oh, thanks. Chrome telling me about all my data breaches, which, as far as I can tell, is every single one of my passwords for everything ever. All right, so installment billing, we'll get out of this guy right here. So nice thing about the new UI is we just Type in installments or install. And then we've got all the stuff related to installment billing.
Bret Alarcon 3:21
We can't see your screen yet!
Zach Malloch 3:23
Oh, that's probably because I didn't share it. Let's do that thing. Screen too. There we go.
Bret Alarcon 3:35
That's better.
Zach Malloch 3:36
Okay, so everybody can see my beautifully pink RecTrac right now. So I go to my menu, I Type in thanks Chrome, I Type in install. And then we're going to go down here we've got our bulk installment billing date change. If you guys have questions about some of these other ones, we can add that to the end of the presentation potentially. Although anybody that signed up for the virtual symposiums next week, we're going to be going installment billing basically start to finish setting up the fees and how to sell it and how the schedule gets created and all of that. So this will be a little bit more focused just on this utility. So the installment billing bulk, bulk installment billing date change utility, there's only one option right now and that is move the bills to the end of the billing schedule. We come up we tell it what billing statuses we want the beginning Bill date to change and the ending date Bill date to change. So this would be that you know, June to August timeframe or March to whenever whatever your closed date ranges were most likely those will match up exactly. With your beginning Build date and your ending Build date to change because it'll find anything that hasn't been built in that timeframe. Once again, take it out and move it to the end. We can tell it what modules want to use pass memberships is definitely the most common one in this case. And then we can give ourselves a range if We want to hear. So beginning and ending pass codes, or just do a wild card. And of course, with this range, if we just go down and pick our, our last pass in our list and leave this blank, that'll make sure that we're getting all passes at once, you know, obviously, if it was just your fitness center that closed down, but your dog park, you were able to leave that open because it's outdoors, then you can filter this down and just get your your fitness passes and ignore the dog park passes with these ranges. So before I run this, I want to show kind of the test example that I've got. So under household management, I've got my locker havein' household, they began as a locker testing, but they have been my faithful companions for all of my testing. So I have sold, I had a November when I think they get lots of memberships with this organization, some of our best customers. So I sold this bill or this, this past to this member earlier, I ran the first couple of bills, we had some Build records. And so basically what I want to do is I'm going to start I'm going to tell RecTrac that I want to move March, April, May and June to the end of this schedule. So I will come over here. And we'll choose March 1 as our first date. And then I will choose let's see, it's March, April, May and June. And we'll see what close there. So now when I run this, this should tell us when it's done, and a little notification center here. There it says it just finished. And if I go back to my installment billing update, and I refresh this. There, we see that now we've got it's interesting, it looks like it did not include the June one for whatever reason. But it did move two of those bills down. Actually, no, it moved all three down. But But June is still showing and it technically shouldn't have. So I'm I need to double check on. On that one. We could also run a quick, we just double check my dates. Yeah, so 630. So it should have included that month. surprised that it didn't. But we will continue on. This is the process as it should be. So obviously, I'm in the Demo database. This is my general testing database. But it's always good to test in Demo first. And then just because I mentioned the other piece of this, I think most likely everybody knows about this at this point. But if we go to Pass Management
and we go to this more option, and we go to the membership, bulk change, this will allow us this is what we would use to actually extend that expiration date pretty easily. So I would just come in, I would say, you know, put in a specific date. So I would say anybody that had an active pass, as of March 1, once again, if I'm assuming that I closed on March 1, although that would be a little bit early for technically, when things started up. And then I go to the end of June, than anybody that had an active pass between these dates. Or so anybody that would have expired between those dates, we can just come in here and we can give them extend expiration date. And we can just choose the number didn't need help on that actually, we can choose the number of dates that we actually want to do there. So if we were closed for those days, we would just put in 90 to represent roughly three months, and then it will anybody that would have expired within that range, you'll get an extra 90 days added to them. And technically I could, if we're really doing this, it's really anybody that would have expired anytime between when we closed and now that we would technically want to give them an extension to their membership. But once again, with the just like the other utility, we can go in here we can make individual selections or we can while the range is what the other utility has, you don't have the browser. So you can either make individual selections via the browser, or you can use your range here. So you can really specifically target who you want to give that those extra days of membership to looks like maybe you had some activity happening and chatting do actually.
Bret Alarcon 9:37
So there's a question. So can you use the utility to change fees charged and change the dates? So for example, you can move a bill that was due to be billed on August 1 to August 15 and only charged half automatically or will that be manually done?
Zach Malloch 10:00
So yeah, there's kind of a detailed answer there. The first one is this will not actually change, like you can't change from the first to the 15th of the same month, this is just going to push the same pattern that you have established to the end of whatever schedule when it would normally have expired at that point. So if I had a bill scheduled for August 1, I could very easily move it to September 1, but I couldn't through this process, move it to August 15. The second part of that question, if we go to installment billing, utilities, we have our regular installment billing bulk installment billing change. Now, this is not for the faint of heart necessarily running this incorrectly, there's no real undo for it. And this definitely touches a ton of records. But similarly, when we have our options, as far as our modules, I'm starting out down here because you know, filtering, in this case is probably the most important thing. So I put in my passcode range. And, you know, if I'm only doing it for one pass, then I would just make sure that that's the I think that was alumni one. So if it's the same passcode and both of these, then that's great. Now what we have up here, and this is maybe a little bit different than for me, it's not the most intuitive thing, I had to really wrap my head around it to try to figure this out. So these are all of the fees in my entire system that are flagged as installment billing Type fees. So with the question asked, if you were trying to reduce a bill by 50%, if you found the bill code that had the original charge, and this was attached to them, the bill that you're looking to change. So you definitely want to be very familiar with how you set up your passes, how those billing schedules have been created, in which fees have actually been used to charge that amount. And what I can do is add this fee. And so now this is going to be my change. So anything I do to change this, if I make this $100 instead of $175, then it's making that adjustment from $100, down 275. And then I would need to tell it which Bill date so if this was your August 1 bill, we just make that selection, it's only going to choose bills on August 1 that match this passcode that match this exact fee. And it will adjust them from $175 down to $100. Now for the question about the August 1 Bill and wanting to move it to August 15. In that case, I might recommend just running your billing on the 15th for every bill that happened on the first. Now if you're looking to change their entire schedule, that wouldn't necessarily be the easiest way to do it. You'd be something to kind of remember, but if we go to. And if there's other pressing questions, you know, we can certainly move back and forth between things. But this date, I just ran this today for February 1. So that Bill existed. It's in their history for February 1 And I ran it today on August 20. It hits the system all the general, excuse me all the general ledger information was updated as of today, not as of January, is just saying find this bill and charge it, it doesn't really tie into that date beyond that point. So your August 1 bills, if you come in here, we already passed August 15. But if you put August 1 In this date Field, even though it is not anywhere near August 1 At this point, it will still run those bills. But it will do that today. So that would be probably my best suggestion. If you're if this is really a one off and you just want to do it for one month. I would probably just try to do this rather than going into potentially a lot of different records and manually changing those schedules through the installment billing update. Awesome. Thank you Zack. Yeah.
Bret Alarcon 14:13
Is there a report that can be created or run that would list membership expiration dates and Build dates for the past so that they can see the passes? Which passes are caught in the odd place of extended expiration date, but didn't but didn't have the bills moved during that time?
Zach Malloch 14:29
I believe so let me see. There's a couple of different pieces to that. So we can definitely do some pass membership pieces, but I'm kind of thinking and Brat, if you have a better a clear solution for this and I'm just fumbling around for
Bret Alarcon 14:50
now not that I can I mean, we can use the install and billing report but
Zach Malloch 14:55
right. So
Bret Alarcon 14:57
for I mean, we We'd have to set up a little session to get all those points.
Zach Malloch 15:03
Yeah, and let me just double check, because I think this is from my last billing run. And that tells us what the past is, but not the expiration date. I didn't really think it did, but been out for a few months and a little rusty on certain things. Alright, so there's our installment billing reports. So we could definitely get if there are any of these installment billing reports that you typically run, and you wanted to add the membership expiration date, that wouldn't be the hardest thing to do with custom report design, I don't think once again, I don't want to make any promises, as I have been out for a little bit, and I could be making a lot of work for somebody else. But I have to, I would probably want to look at these and run them. But the installment billing schedule should show you what is coming up. And then the installment billing listing, I believe will show you more of the details for this. Let me see if there's a preview for it.
Bret Alarcon 16:08
Oh, yeah, this might be something we might need to work on in the q&a. Document for the the document, put it out for the answers afterwards, we might have to do a little digging for this one. Yeah,
Zach Malloch 16:21
rather than watch me fumble around with
Bret Alarcon 16:24
doing this kind of entertaining. Build date,
Zach Malloch 16:27
the amount, there's the household. So I would think it wouldn't be too hard to add a Field for expiration date on to this maybe in the header here would make sense next to the past Type of Acts, that expiration date. And this would show you everybody that has bills coming up. And you could compare what they're scheduled through to what their membership date would be right there. That would be nice.
Bret Alarcon 16:53
If we Yeah, if we do figure that out, we can just send you an export saralyn. So you have that too.
Zach Malloch 16:59
Yeah, absolutely.
Bret Alarcon 17:01
All right. Let's see. See some chat going through? People talking about childcare and installment billing. Is there any difference between what you're talking about now and childcare installed billing?
Zach Malloch 17:15
Nope. So your bulk consultant billing change, all you'd want to do is switch this over to activity enrollments rather than pass memberships. And I believe that this is up and running for activity as well as passes. Once again, all of this anything that's a utility, anything with the word bulk? Really, definitely test that in your Demo database first.
Bret Alarcon 17:37
All right, is there an option to use installment billing to allow monthly payments for a program fee over a certain period of time?
Zach Malloch 17:48
I mean, that's pretty much the definition of installment billing. Maybe there's a special case in your specific scenario that way, with installment billing, technically, it's generally an all or nothing. I mean, you can have an upfront fee that charges. But like if there's a standard monthly fee, you normally wouldn't be having somebody to come. I mean, you certainly could. You could have somebody come in and just make a payment every so often. And then you could adjust it to a bill that has an auto payment attached to it either a checking account or a credit card. And then if they wanted to adjust it back down, it could go back to a regular installment bill. I don't know if there's if there's more details about how that or if there's more specifics, or if you've tried it and it doesn't work, then let us know. And we can try that out. But generally speaking, that's exactly what installment billing is, you set up the fee, you tell the system, how much that reoccurring amount is, and then when they register for the class, that schedule gets built. And then when you run that process, they will get charged that amount from that point forward.
Bret Alarcon 18:54
Awesome. All right. Christina, as it was my understanding that we can't run billing for the previous day, but appears you can as long as billing hasn't been run for those specific accounts or activities.
Zach Malloch 19:08
Correct. So if we're looking at our installment billing update, anything that has the word Build on it, you'll never charge that again, the Build means it won't. It has been charged, it won't charge again. But if you have some like this is from June 1, if I ran this right now, because it's unbilled it would charge even though today's August That's June. Now it's not it's not backdating any of that money. So it's not going to show that your money was posted as of June 1, you have to rerun those old months of information. But it'll show posting this month, but you can certainly run and when I look at this I the way I trained it. I always told people this is really just your identifier for what that bill is the date doesn't matter as far as when it's attached to the bill other than you're telling billing to grab it. So anything that matches that value, this could easily be your blue bill. And then you run in solid billing, you say charge anything that has blue, and it will find all the matches between blue bills and telling the system to look for them and charge them. So you can definitely run in solid billing after the fact.
Bret Alarcon 20:18
Can we customize the install and billing Journal report ourselves? I'd love to have the customer's email addresses included. I couldn't find it in the report output listing.
Zach Malloch 20:28
Yeah, that's a that's a good that one, because it is a report. That's the result of a process rather than a report that you're just running to be a report. I don't think we have all that much customization for that one. Yeah, maybe we'll we can put that in as an enhancement for sure to allow customization of the billing log. And I can also check with development after this to see if there is a capability for that, but I'm just not aware of. That's a good question, Sally.
Bret Alarcon 20:59
Thank you. All right, is there a bulk option to change from unbilled to cancel? We don't want to extend the billing cycle.
Zach Malloch 21:12
So if you cancel a pass, it will cancel those bills. You also have suspensions, but I think that you have to do that on a person by person basis. Bret does that sound right? Let's see.
Bret Alarcon 21:31
Trying to think if there is a bulk.
Zach Malloch 21:32
Yeah, so this the membership bulk change. You can really filter by particular statuses. But the it doesn't change the status, this is really just changing the the expiration date or the so you have your membership date or your expiration date, or you can also change your visits, but it doesn't really change anything on the pass status. I mean, technically speaking, if you just don't run installment billing for those dates, they'll never be processed. I understand that's not really the ideal thing for a lot of situations, you know, there's it is floating out there. And if you came in and ran the billing with the wrong date selected, and it found an unbilled record from back in time, then it there's a possibility it could run. Not I'm not picking up anything to automatically cancel or suspend those records, though.
Bret Alarcon 22:28
And trying to think of the loophole, but like paying it with something that doesn't, but you probably don't want to do that, because they'll show us the revenue.
Zach Malloch 22:41
Yeah, now you definitely. Are you thinking like a non valid credit card account?
Bret Alarcon 22:46
Yeah, that's
Zach Malloch 22:47
that's gonna affect finance too much, I think. All right.
Bret Alarcon 22:51
All right. Well, we'll see if there's a better option for you, Julian and include it in the q&a report afterwards? Do we have a cheat sheet available for changing or creating reports, adding new filters?
Zach Malloch 23:06
I was there a RecChat on that when I was out? Right?
Bret Alarcon 23:09
Yeah, we had two of them, we can see if we can dig through the previous wreck chats, there was one on the report input. So pretty much the options in the report output, so customizing the report out so we can dig through those and see if we have.
Zach Malloch 23:23
So not a cheat sheet. But but some reference to it for sure. And you know, just so everybody knows, I got the question this week. But every single RecTrac is recorded. And every single one is available for you to watch as many times as you want to through the support portal.
Bret Alarcon 23:37
And I'm going to actually post the link to the Support Portal. And oops, sorry, Sharon, I posted it to you but it also went to all panels as well. So the link at the bottom of the chat will bring you to our support portal where all our rec chats are located.
Zach Malloch 23:54
So Brad, I think that just went to Sharon and then all panelists, so you might want to send it to all participants All Panelists. Oh, please.
Bret Alarcon 24:01
Thank you. I read that wrong.
Zach Malloch 24:03
Yeah, no problem.
Bret Alarcon 24:04
There we go.
Zach Malloch 24:08
suspend all unbilled fees. So book bulk installment billing change. Somebody has a suggestion for us.
Bret Alarcon 24:23
Which one are you looking at?
Zach Malloch 24:26
Let's see, Jody offered it right before you posted the bulk installment billing change suspend. So yep, you're right. Suspend or reinstate billing. Perfect. Thank you so much, Jody, keeping us on track. Yep. So this would suspend all unbilled fees between these dates. And then if you ever did want to bill those, you would have to specifically go in and re set them from suspended to unbilled. And you just wouldn't do that. In your case, so this will effectively neutralize those bills in the middle of the pattern. They won't remove them, but it will make it so they'll never get charged. And they won't show his unbilled. So there are certain ways you like installment billing, you have that option to check for unbilled records for anything you might have missed. And it would always come up with those, but if you suspend them, they won't be included in that warning report.
Bret Alarcon 25:22
So is there any harm in leaving some scheduled and sound billing unbilled?
Zach Malloch 25:28
The only threat and I wouldn't even call it a threat. But the only the only concern would be is if I ran into I close installment billing, I think if I weren't if I went to run bills, and let's just say that, that's still change, not the actual one. All right. So let's say I was coming in here, and I was getting ready to process and it's early 2021. And I am not paying attention to the year and I just say March 15, let's say, and I'm trying to run it for 2021. But I set it as 315 2020. Technically, it would find those bills from 2020. And if they are still unbilled, it would try to run them. So yeah, it would affect household balances and someone dueling situation, you would create the ACH file, although you wouldn't have to send that to the bank who would still show his posting to your general ledger, and or it would try to charge credit cards. So if you're pretty confident with running this through, and you've never had a problem with choosing the wrong date before, then I don't anticipate that you would have that problem again, but that is that's really the only reason I would say that there's an issue. Oh, and then let's see there is also the option if you do this journal check for unbilled bills. Anything that's unbilled that you're just intending to leave there, it will always show up. So if you use that process that would also be affected by leaving unbilled records out there.
Bret Alarcon 27:07
So when you say passes, and membership, does that include all types,
Zach Malloch 27:12
all membership types? Yeah, all pass, all membership types. I mean, your punch passes probably wouldn't be as affected. But yeah, if you have billing attached to a punch, pass, it would include that too
Bret Alarcon 27:28
can we set up install and billing as an option for a program that only we we can see in RecTrac, we don't want WebTrac customers even see the option. But if they call us we'd like the option of choosing it for certain families that qualify.
Zach Malloch 27:41
So yes, technically, it's not setting on the program, it's a setting on the template. So when you're setting up your templates, this determines what the schedule is. So the 15th of the month, the first the month, whatever. And if I look at this, then we have you web usage. And we just say never, so if somebody is on the web. Now, assuming that this is an item that you can either purchase in full, or you can purchase with installment billing as an option, you would just come over here, flip that web usage option to never and then on the web, they would have to pay in full, if they're in person or on the phone, then you can give them the option of doing.
Bret Alarcon 28:24
Awesome. All right, if someone has a credit on their household account, can you charge the installment billing before or charge the installment before the due date?
Zach Malloch 28:39
Yes, but you want to be very, very careful with doing that. So. So basically, what we're talking about is, you know, we come on here, we'd say process, and let's say, you know, a particular person, like one individual has bills setup for September 1, and they have a credit on their household right now. And you want to run that bill for that household. You know, if you just ran this, it could potentially run your September billing for you early for everybody. And you wouldn't necessarily want that to be the case. But if we come over here to household options, and we do not have household last name range turned on, then we have this DataGrid that's all of our people and all of my households. If I have just this one person selected, it will only run bills for that household. Now that is that household. It's not just a specific pass or just a particular member in the household. It's by the household. So you can run installment billing just for a single household. Just like that. Now, there was a long standing enhancement to allow you to charge a bill from purchase history, and I don't think that has been implemented yet Let's just see. So there's she has an installment billing pass. And she's got by ran those bills without paying it. So that's why she has a balance right there. See? I don't think yeah, on there that is an enhancement to allow you to run and or basically charge a future bill from global sales purchase history, but it is not something that we have the capability of doing right now.
Bret Alarcon 30:30
All right, well, I was gonna save this question for the last question, but ever kind of getting near the end. So I'm going to ask it now. So can you give us some more information on what you're going to cover during the virtual symposium?
Zach Malloch 30:44
Yeah. So during the virtual symposium, I will certainly cover any of this again. But the the idea that I have is basically taking you all the way through, setting up the pass, setting up the fees for that pass, the various options that I find that work best for offering those installment billing options, whether that is allowing both pay in full or installment billing or letting you choose from multiple billing templates. So you can actually pick the right day of the month that you want the billing to run on based on what your customer asks you for. And getting a lot more into the the template settings and more of the process on how to actually like what's going on on the Screen. And what you might see and not see are the best settings to run it and those sorts of things. And then once again, getting into those utilities, if there are questions about it.
Bret Alarcon 31:40
Thank you. All right. Do you think we have time for a couple more? So firing off quickly?
Zach Malloch 31:45
Yeah.
Bret Alarcon 31:46
All right. So pertaining to membership, the utility are showing this moves bills, but it does, but does it extend the membership expiration day?
Zach Malloch 31:58
So no, there's two separate pieces, the installment billing date change, we'll just move bills, you would need to go to Pass Management, and then go to more and then go to your membership, bulk change. That's how you can do the membership extension. So two separate sides of that process, but but very possible to do both of them.
Bret Alarcon 32:18
Can you use install and billing for the league module?
Zach Malloch 32:23
No, I don't believe that league is currently open for. So the easiest way to like if you if you are an installment billing user, if you go over to your installment billing process, and you choose these modules, these are the four modules that we have available for installment billing currently.
Bret Alarcon 32:42
Maybe if you've read it to use activity, you could.
Zach Malloch 32:47
Yeah, if you use activity, I mean, there's plenty of workarounds you could use, like, when you sign somebody up for a league, you could do that just to get them on a schedule that you could have an activity that you register them for to actually get the billing setup in call the activity league number three, or whatever it is. So you could do some workarounds. But it's not a native capability right now.
Bret Alarcon 33:10
All right, is there a report for installment billing that shows the current balance on each household? So any credits or balances do can be seen prior to running the monthly bills?
Zach Malloch 33:20
I think that you would just want to use your journal here. So I still have that up from before. So this is my installment billing report. So there's my household previous balance. So if you run this as a journal, and I can actually know that so I do have a bill setup for September 1 for that person. So I'm journal only. And it's actually their household here. So this should go very quickly. So once again, we are journal Only it's not actually running the bills, but it will show us what would happen if we were to run the bills. And Oh, interesting. It doesn't show the household balance.
Bret Alarcon 34:05
And I'm trying to think, work so much for 10.3 , I always think in 10.3, because military still intent three, but there was a report intent three that popped up kind of in your face that asked Do you want to see any previous installment Billings? I'm wondering if that was
Zach Malloch 34:21
that that's the unbilled piece?
Bret Alarcon 34:24
Oh, right. Yeah, it doesn't show any upcoming bills. Right,
Zach Malloch 34:28
right.
Bret Alarcon 34:35
We might need to come back to that line and put it in the q&a. Doc.
Zach Malloch 34:38
Yeah, the way I'm like your household Trial Balance might be able to be filtered by Yeah, only people that own a particular pass. So that's a way that you could get that Add that gives you some of it. I don't think we can necessarily filter it just for people that have installment bills attached. But it does, this would be a place you could go to get that the household balance and you can narrow it down to some degree, once again, you lose that installment billing option to filter it just for those, but we could potentially get it. I know some of the pass member reports, we could potentially include household balance. And I believe that those do have the filter for installment billing only. So if we, if we can find one of those we can we can forward that on.
Bret Alarcon 35:40
Alright, two more real quick. When you change the past date through global sales, is there a way to change the installment billing schedule at the same time?
Zach Malloch 35:49
Yes. So Well, I'll say maybe, the way that I typically have them set up with the templates, and this will be something that we can you will still be going over to to close my templates. Yes. So in installment billing template, one of the things that's really So this one says 10 bills, so this one says it will charge 10 bills. But if we leave this at zero, whatever we attach this template to so for selling a membership, if it's a three month membership, it will create three bills. If it's a five month membership, month membership, you'll create five bills. So leaving this ad zero basically says let the item you're selling, determine that. So then when you're selling the membership through global sales, changing the expiration date will change the number of bills that are created, the system will automatically in this one, this is a bad example for this case, because I have a specific starting date. This would be for like an activity if you're registering early, but your first charge isn't due until next day or something like that. That's where we're using a specific, but if we use the item dates, then leave this at zero. Or even if we left it at 11. Let's say you know that you're always charging the first bill the first fee upfront, but then you want to have 11 bills created, then it's going to adjust based on the item begin date. So if I change that pass to say instead of starting in August, they're pre buying it and I wanted to start in October, the first bill won't be created until October and then we'll go all the way to October of 2021.
Bret Alarcon 37:28
All right. All right. Last question. So when is the next virtual symposium and how do we register for virtual symposium?
Zach Malloch 37:36
Okay, so Thursday, the 27th is when we're going to be doing this ad hoc, or this installment billing virtual symposiums. There's a subscription method, if you wanted to do it for a full 12 months, which is $600. For the full year, you can have as many people in your organization attend as you want to. And anytime you wanted to add that on, it would just whenever you started, it goes through the entire year. It gives you access to the archives. So every time we record one of the virtual symposiums, we're loading it into the lab for people who have subscribed to it. And you can also do a one off so you can contact sales for a single session, I believe if you're going to do an individual session, it's $50 for the one, but once again, you can have as many people in your organization participate as you want to. And we can sometimes get a little bit deeper into the the question and answer piece there too. So easy answer. This is for August 27. Next Thursday, and if you contact sales, they can get you that information. 2pm Eastern 2pm. Eastern same time as RecChat, but it goes for an hour instead of well, 38 minutes today.
Bret Alarcon 38:50
Yes. All right. I gotta throw this question. Did you paint that wall yourself?
Zach Malloch 38:54
I did not. So that was influenced by a younger member of the family. And, and her mom did it while I was out. So it was a it was a really nice surprise to come home to though it came out really well.
Bret Alarcon 39:09
All right. Well, thank you, Zach. Thank you, everybody, for showing up. This was a great session. I'm sure. We helped a lot of people, but for the questions that we weren't able to answer so well be on the lookout for that q&a. And we'll be posting that again to that same link through the support portal and RecChat that you have in the chat. And with that, have a great day everyone and see you next time.
Zach Malloch 39:33
Alright, see you guys soon.