When we sell any service we should keep in mind some concepts.
The software supports two types of charges:
Periodic Charges: services that are expected to continue over a period of time and are therefore billed on a recurring basis, such as monthly, quarterly, or annual payments.
Examples include memberships and school enrollments.
Single Charges : services that are charged only once, when the service is contracted. such as a court booking.
Depending on whether the charge is periodic or single, the billing process will be handled differently.
IMPORTANT: In the system, billing refers to the creation of the billing document (receipt or invoice) for a service. It does not refer to collecting payment.
A service may already have an associated receipt or invoice while still remaining unpaid.
To bill periodic charges, go to Finance > Periodic Charge Billing. Check this to see how.
To bill single charges, such as bookings, private lessons, and similar services, go to Scheduling > Booking Billing.
These sections are used exclusively for billing, meaning they generate the receipt or invoice for each service. In many cases, billing is performed in bulk to prepare charges for collection through a bank remittance process.
You can see how to create a remittance with all the charges here.
To view all services that have already been billed to a customer, open the customer's profile and click Billing and Payments.
Services that have been contracted by the customer but do not yet have an associated billing document will appear in their corresponding section.
For example, if the service is a court booking, it will be listed under Court Bookings. If it is a tournament registration, it will appear under Tournaments, and so on.
To see the client's section in detail, go to Clients