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:

1. Go to navigation bar and click Accounting.

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

3. On the screen that opens, click Recurring Billing.

4. Click Automatic Billing Rules.

5. Click the View Rules tab.

Check if all membership types that need to have recurring billing are included in the rules:

1. Click Edit next to any of the rules.

2. Click 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 because it ensures that invoices will be generated for customers with recurring billing memberships.

4. If you needed, select the correct membership type to add it, then click Save.

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

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

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

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

4. Click 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.