When you add a membership or a trial to your contact the system will enable the Billing profile. You'll see the billing profile shortcut button on top of the Contact profile:
Once you have activated the Billing profile you’ll see the tabs for the Subscriptions, Billing 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
If the membership is non recurring (Single Payment - Paid in Full) it will be charged the same date you assign it to the client
If it is a recurring membership (weekly, monthly, quarterly, annually) the create date cannot be the same as the First Payment Date. That is why, if you schedule a membership to start for the same day, the system will automatically create the First Payment date as the next Installment date.
Next payment date
End date (If the membership is set up as auto-renew the end date won't show)
Payment method
In case there's a need to modify the CC linked to the membership you can modify it
You can also click on the Invoices Menu to see the Invoices Forecast.
Billing Activity Summary
In this tab, you'll find all the contact's transactions:
Contact Balance
Option to Add Invoice, Credit, Refund, Payment.
Billing View:
Option to Click on the Invoice and see the details
See the transaction status
Ledger View:
See all transactions in real-time
Raw transaction information
POS:
Invoice information
Invoice Refund
Payment methods
Here you can see all the CC the contact has on file and the information for the payment method:
Card Number
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 in order to delete it)
You can Add another CC 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:
