You can generate a member's future invoices and pre-pay those (or schedule them to be paid at a specific date in the future)
Billing dates are a critical aspect of managing memberships in PushPress. This section provides insights on how billing dates are set, adjusted, and maintained for seamless financial operations.
Billing configuration settings, such as 'Billing on the 1st,' enable users to streamline financial management by aligning billing cycles and consolidating invoices.
Go to the member's profile.
Next to the plan name, use the 3 dot menu to reveal the list of controls below
Select 'Create Next Invoice'. This will generate an invoice for the next billing period, and push out their next bill date accordingly. If you need to align billing dates, use the "billing on the 1st" feature under plan settings, which adjusts billing for all members on the plan to the 1st of the upcoming month.
You can the click on the invoice to apply payment and payment method to it.
If you need to change the next bill date, you can do so using the same 3 dots and change billing date.
Common Reasons for Billing Date Changes
System-Wide Adjustments: The 'billing on the 1st' option in plan settings universally sets the next billing date for members to the upcoming month's 1st.
Pro-Rate Adjustments: Members billed close to the activation date of 'billing on the 1st' may have prorated charges for alignment.
Irregular Changes: Errors from modified payment entries or account changes can affect billing dates. Reviewing history helps correct these.
Managing Membership Billing Dates
Locate the toggle under Plan Settings to enable 'billing on the 1st'.
For paused memberships resuming, check their next billing date and manage prorated dues effectively.
Ensure payment compliance by verifying payment methods and account adjustments.
Troubleshooting Billing Discrepancies
Check Plan Settings: Ensure configurations like 'billing on the 1st' are appropriate.
Review Member Logs: Scrutinize historical payments and billing for irregularities.
Confirm Payment Details: Validate changes recently made to accounts or methods for consistency.
FAQ about 'Billing on the 1st'
Why isn't it automatically enabled?: The feature is optional to allow flexibility, so organizations can choose to activate it as needed.
Can it be applied to all plans at once?: No, it must be enabled separately for each individual plan that requires it.
About PushPress
PushPress is the best gym management software that can manage the day-to-day operations of your business. You can streamline and professionalize all aspects of your company with our easy, non-intrusive solutions for managing memberships, scheduling classes, and individual training sessions. We've taken decades of experience running successful gyms to build an affordable solution for you!