How Do I Know When a Member Will Be Automatically Billed?

Modified on Sun, 27 Oct at 1:41 PM

Any Active Member that has an active Recurring Billing(s) will be automatically billed and have payments processed on their Next Billed Date.

To find the Next Billed Date for a Recurring Billing:

  • Select the member from User Search
  • Go to BILLING > RECURRING BILLING. Next Billed Date displays on the main screen.
    • Note: If there are multiple Recurring Billings that all share the same Next Billed Date, they will bill together on a single invoice.
  • Invoices are generated several days ahead of time. To see how many days ahead of time
    • Go to SETUP > SETTINGS.
    • View the SWEEP area.
    • There you’ll find “Create Invoice __ Days In Advance of Charge”, where you can control how many days ahead of the Next Billed Date invoices are created.
      • Ex: if the Next Billed Date is 10/1/21, and the Create Invoice __ Days in Advance of Charge is “3”, then the order will be generated 3 days before 10/1/21, or 9/29/21. The Recurring Billing charge will not appear in Deskworks until that date.

If you are looking for how a non-member (without a Recurring Billing) is billed, see: How Do I Know When a Non-member Has Been Billed? 

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