Once you have activated the Billing profile of a contact, you’ll see the tabs for the Subscriptions, Add Subscription, Activity Summary, Payment Methods, and Subscription History:
Subscriptions
Here you'll see all the information for the subscription:
Created date
This is the date you assign the membership to the client
First Payment date
This is the date you actually charge clients
Pro tip: For recurring membership (weekly, monthly, quarterly, annually), if you schedule a membership to start on the same day, the system will automatically create the First Payment date as the next Installment date.
Next payment date
This is for a recurring membership (next installment)
End date (If the membership is set up as auto-renewal, the end date won't show)
Payment method
Shows what card is associated with the membership. In case there's a need to modify the CC linked to the membership, you can modify it y clicking the pencil icon.
You can also click on the Invoices Menu to see the Invoices Forecast.
You will have Freeze, Pause, and Cancel options for recurring membership
You will have the Edit tab option if it's a Single Payment membership.
Activity Summary
In this tab, you'll find all the contact's billing transactions:
Option to Add Invoice, Credit, Refund, Payment.
Billing View:
Option to click on the Invoice and see the details
See the transaction status
Past Due
Show all past due invoices
Paid tab
Show all paid invoices
Scheduled Invoices
Show all scheduled invoices
Ledger View:
See all transactions in real-time
Raw transaction information
This is more of a ZIFT view than an FPT View
POS:
Invoice information
Invoice Refund
Payment methods
Here you can see all the payment options the contact has on file and the information for the payment method:
Last 4 -4-digit of the card number or Bank Account
Create date
Expiration date (Remember that you should not have expired cards in the system; if a card is expired, you need to edit it for a future date to delete it)
You can add another CC or Bank Account and select the one that will be Primary as well as Active
Subscription history
You’ll see all the contact subscription history and who was the staff member who edited the memberships last:
