Membership Billing Report GuideLast updated on 03/22/2022
Purpose of the Membership Billing Report:
This report provides an overview of customer data specific to membership billing. Data in this report is based on active memberships that have a next billing date within the specified date range.
Common uses for this report:
Use this report to view the customer name, membership type, payment method, invoice template, invoice total, and more.
How to find this report:
Click Reports > Search Membership Billing > Click the report name. Then you will be able to set filters and run the report.
Filter by type. This report can be run by a single membership type or all membership types.
Filter by date range. Use the From and To fields to set a custom date range.
View or download the report
Click Update to view the report.
The report can be downloaded in three different formats:
Export to Excel (*.xlsx) (click the dropdown arrow next to Download PDF)
Export to Comma separated (*.csv) (click the dropdown arrow next to Download PDF)
Explanation of report columns
The report includes the following columns:
Bill To customer on the invoice.
Next Billing Date
Next date the customer is billed for the membership.
Type of membership attached to the customer.
Customer’s Primary Payment Method
Type of payment the customer chooses to pay for the membership services.
Preferred Payment Method
Type of method the customer desires to pay for the membership.
Billing template attached to the recurring service as indicated in the customer record.
Total of all the items on the template.
Sum of all the items on the billing template] Trigger: Job completed.
Total of all the items on the invoice.
[Sum of all the items on the billing template + taxes]
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.
Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.