Why isn't the recurring membership billing processing automatically?

Problem

The membership types are not included in any automatic billing rules. This causes recurring payments not to process.

Solution

To resolve this, check the following:

• All membership types that need to have recurring billing are included in the rules.

• Whether the customers who should be billed are showing in the billing run.

Steps to resolution

1. Go to the Accounting tab.

2. In the side panel, click Batch Export Transactions.

3. Click on Recurring Billing.

4. Look for Automatic billing rules. This is where you set up billing rules.

5. Go to the View Rules tab.

Check and see if all membership types that need to have recurring billing are included in the rules. You can check it by following these steps:

1. Click on Edit next to any of the rules. This lets you change the rules.

2. Click on the Membership Type dropdown.

3. Look through the selected membership types, and make sure the right rules have the right membership types selected. This step is crucial. It ensures that invoices will be generated for customers with recurring billing memberships.

Check to see if the customers who should be billed are showing up in the billing run.

1. On the Recurring Billing page, go to Create Run. This option allows you to process missed payments.

2. Set both the start and end dates to the current date and click Search Customers. This action helps you find all missed recurring services.

3. Click on Next Billing Dates Prior To the current date. This shows you all customers with missed billing dates.          

4. Click on the dates next to customer names.

5. In the pop-up that opens, choose Update Next Billing Date or Update Next Billing Date and select skipped invoice dates to generate invoices. Then, select skipped invoice dates. This step generates invoices for customers whose billing dates were missed.

6. Click Update to update their dates to generate the invoices. This ensures all missed payments are processed.