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Billing cycles

The billing cycle is now customisable on an organisation-wide basis. Administrators can also customise the payment date and amount for individual users.

Available settings​

You can manage your billing cycle settings, including the dates on which components of the billing run in the System Settings section of the Membership System.

You can customise the dates for

  • Squad and Extra Fee calculations
  • Statement generation
  • Payment

The default for all dates is the first day of each month, which matches the behaviour of Payments V1.

Customising dates and amounts for specific users​

To customise the payment date or amount for a user, navigate to the user's page and then select Direct Debit settings.

On the Direct Debit settings page you can

  • choose the payment mode
  • choose the payment day

Changing a user's payment mode​

There are three payment modes to choose from.

  • Full amount (default)
  • Fixed amount
  • Min amount

Full amount will take the full statement balance by Direct Debit. This matches the behaviour of Payments V1.

Fixed amount will take the specified amount every month, regardless of the account balance. Beware that this may result in the user ending up with a large credit balance.

Min amount will take either the specified amount or the statement balance, whichever is smaller.

Changing a user's payment day​

You can choose any day of the month to be a user's payment day. This is the day we will schedule the Direct Debit request for.

The dropdown box lets you sync the payment day with the organisation-wide setting or choose a custom day. The day you choose must be on or after the statement generation day of each month—If you choose a date before that, the payment will instead be taken on statement generation day.