Why wasn't the customer's membership billed for a specific month?

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Problem

The customer's membership was not billed for a specific month. For example, the membership was sold in November, but the next billing date was set for December. Because of this, the membership was billed in December instead of November as expected.

Solution

To find out why a customer's membership was not billed for a specific month, check the sale date of the membership, verify the billing date, and review the automatic billing rule.

Check the sale date of the membership

  1. Go to the customer's profile.

  2. Find the membership details.

  3. Edit the membership and look for the Sold Date or From Date of the membership. This date indicates when the membership started.

Verify the next billing date

On the same page, find the Next Billing Date. This date should be at least a month after the membership was sold. For example, a membership sold on November 1st should have a billing date of December 1st at the earliest.

You can bill your customer monthly, quarterly, bi-annually, or annually. For more, see Create membership types.

Review the Automatic Billing Rule

  1. Go to the navigation bar and click Accounting.

  2. Click Recurring Billing.

  3. From the left menu, select Automatic Billing Rules.

  4. Ensure the rule is set to generate an invoice one month after the sale date. For more, see Manage automatic membership and service agreements billing rules.

By following these steps, you can understand why a membership was not billed for a specific month and ensure future invoices generate as expected.