This Article covers the Billing Area
View> Post Dues & Billing

If you have not Configured your Billing please see Configure Billing

Definitions:

Approval: Dues posted, charged and payment collected without issue

Decline: RPHQ posted the dues and made contact with the bank. The bank declined the payment charge for one of various reasons.

Error: Dues did not post because of a configuration issue and the next bill date will not move forward (i.e. Next bill date is in the past)

Failure: An internal error prevented the billing operation for the specific customer

[Facility]: Billing 

Here you will find Balances on account waiting to be billed for the location currently logged into.

• See missing payment methods
• View decline status / reasons
• View Balance Due Now
• View Total Balance
• View Past Due Balance

Actions available

• Open Customer
• Bill All @ Location
• If Customer(s) are selected, using the checkbox, you can
  • Bill Selected
  • Add Billing Late Fee
• Charge Individually
• Edit Customer

[Facility]: Billing Operations

Log showing all billing operations ran for the location currently logged into.

Each line item shows the status 

Shows the number of Approvals, Declines & Failures 

• Approvals: Have to cross reference date/time and amount in POS History > Payments to see names and invoices
• Declines: Date/ Time , Customer name and reason are listed
• Failures: Date/ Time , Customer name and reason are listed

Dues Posting

Allows you to view batched dues postings by date for each facility

• You can only view one facility at a time
• Use the filter to change which facility is being viewed
• Click the Date to view all the contracts included in the line items dues posting

Dues Posting & Billing Errors

Dues Posting Errors

You can see errors across all your facilities in this tab.

Use the filter to adjust facilities and the date. It only displays one day at a time.

Common errors and resolutions

• Dues are $0
  • Manually move Next Bill Date Forward
  • To prevent this it’s best to use a promotion code that discounts the dues 100%
    
    • Promotions you can set to expire
  • Alternatively you can set a custom freeze fee of $0
    • Custom freezes have to individually modified
• Next Billing date is in the past
  • Multiple options depending on the situation
    • Manually post dues
      • This will post the dues and move the billing date out
    • Create a manual invoice and move the billing date forward
      • Manually create an invoice at the front desk and then move their billing date forward
    • Move the bill date forward
      • Only moves the billing date forward and does not generate an invoice for payment

A billing date in the past is generally caused by another error. You will need to resolve the underlying issue (such as $0 dues). Contact support@redpointhq.com if you need help.

• Unsettled status changes (usually a manual backdated termination that was not completed correctly). Enrollment space will need to be removed and new pricing accepted. See Manual Status Changes Article)

Failed Billing Events

View any failed billing events at all locations.
While Failed billing events are rare it is important to check these regularly. Set up a daily email report for failed billing events (Report: Failed Billing Events), be sure to check the box to skip the email if it has no data.

Failed billing events are related to a network issue, failed token migration, etc. A failed billing event means the bank was not contacted. 

• For a failed token migration the customer will need to be contacted to add billing information.

For all other failed billing events, correct the issue and rerun the billing.