This article covers the basic definitions and billing options within Redpoint. For information on configuring your billing options, see our workflow here.

Understanding Billing

Daily Maintenance

Every night at 3:00 AM local time for each facility, daily maintenance will run to process status changes (freeze, thaw, terminate).

Daily Posting Dues

After Daily maintenance completes, the dues posting process will run for all facilities.

• Any contract with a next bill date on or before the current day will have its dues posted
• Errors can be thrown for various reasons

Daily Billing

After dues posting has finished, a billing operation is dispatched at each facility.

• When a customer is included in the billing operation, their entire Balance Due Now is billed.

Customers will be included in billing for the following reasons:

• If the customer had dues posted, the customer will be billed.
• If the customer had a declined payment X days ago (according to your facility setting), the customer will be billed.

If “Automatic billing only includes customers with a Program, Membership, or Pass contract in effect” is toggled ON in Billing Configuration, only customers with an active contract will be included.

Fixed Sweep Billing

• If today is a sweep billing date, all customers with a Balance Due Now will be billed.
• If you have plans with Contract (rolling) billing, those contracts will post dues and bill (dues and any other open invoices for that customer) on the customer’s billing date, even if it falls outside sweep dates.  Sweep dates apply in addition to their billing date.
• See Configure Fixed Sweep Billing

OR

Rolling Sweep Billing

• If a customer has a Balance Due Now, but has not been billed in X days (according to your facility settings), the customer will be billed.
• See Configure Rolling Sweep Billing

Restrict Sweep Billing to active customers

• There is an optional setting to only perform sweep billing on customers that have an active contract in Organization & Facility Settings> Facility [Location]> Billing
• Billing Config> Automatic billing only includes customers with a Program, Membership, or Pass contract in effect (toggle)
• See Billing Config Step 4