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6 | Billing Reports

This article covers a brief overview of Billing Reports in BackOffice. The Billing Reports includes a record of all of the Billings processed in a given time frame. Two types of Billing Reports can be accessed generated within BackOffice: the Scheduled Billing Report and the Billing Report. These reports can be found through BackOffice Membership Menu.

This article covers a brief overview of Billing Reports in BackOffice. The Billing Reports includes a record of all of the Billings processed in a given time frame.

Two types of Billing Reports can be accessed & generated within BackOffice: the Scheduled Billing Report and the Billing Report. These reports can be found through BackOffice > Membership Menu.

Prerequisites

  • To access Scheduled Billings features, the applicable Operator Privileges will need to be enabled 
    • Operator Maintenance 'Reporting' Tab
      • Other Reports: "Allow Billing Reports" Flag
    • Operator Maintenance 'Maintenance' Tab
      • All "Scheduled Billing" Flags

"Scheduled Billing Report" Tab


  • The Scheduled Billing Report will show the current Billing Schedules for each Account including the following information when viewing the _Renewals view
    • Scheduled Billing ID
    • Date Created
    • Membership Renewal Name
    • Account ID
    • Account Last Name
    • Paid To
    • Total Payments
    • Last Billing Status
    • Last Payment Error
    • Next Retry
    • Schedule
  • This tab will also offer options to Add and Edit Scheduled Billing as well as Edit Accounts which are listed

"Billing Report" Tab


  • In contrast, the Billing Report will show the following Billing Details for each Scheduled Bill
    • Billing ID
    • Billing Date
    • Billing Type
    • Account ID
    • Last Name
    • Billing Status
    • Amount Billed
    • Amount Paid
    • Last Payment Error
  • This tab will also offer options to Edit the selected Scheduled Billing and to Edit the selected Account