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Understand What You May See In Billing

Updated
The Goal: Understand common scenarios you may encounter when reviewing billing data, so you can quickly recognize expected behavior versus an actual error.

Before You Begin:

  • Familiarity with your organization's billing configuration (pricing model, renewal dates, and billing cadence) is helpful before troubleshooting billing discrepancies.
  • IMPORTANT: Be diligent in confirming your billing is correct before running it. For GrowthZone to fix billing errors, it may incur fees. Always practice in Clone before running upcoming billing.

Membership Price Changes: Why Don't My Prices Look Right?

If you made price changes and do not see the updated price when reviewing Upcoming Billing in the Billing section, review the following:

For Recalculated Pricing on Annual Billing:

  • Make sure you turned on Recalculated Pricing. If it is on, you should see the spinning arrow icon next to your old prices.
  • New prices will not populate on this screen but will populate when you run Review Renewal Billing. After Upcoming Billing is run, you will see the new prices on screen.
IMPORTANT: If you make price changes and plan to run billing on the same day, you must run Review Renewal Billing to refresh the system so those price changes take effect.

For Effective Date Pricing:

  • Make sure the Membership Type is set to Do Not Recalculate.
  • In the Pricing section for the membership type, select the date you would like the price change to take effect.
  • You will see a refresh double arrow on the pricing to symbolize that there will be pricing changes on the date set in the membership. See Effective Date Pricing for more information.
Did You Know? You can individually override or modify membership pricing settings from the member's Overview tab. See Modify Recalculated Prices from Member Overview tab for more information.

Track Invoices That Have Been Emailed: Why Can't I See Them?

If you would like to track your invoices as they are emailed, please enable Bulk Email Tracking before emailing your invoices.

Run Upcoming Billing Appears Slow: Why Is the System Taking So Long?

There are certain times of the year when GrowthZone processes billing on behalf of thousands of customers — commonly on the first of the month. If you have the flexibility to run your billing on a different date, you can avoid some latency. You can continue working in the database and check the Billing Run to see its completion progress.

Bill Date: Why Is the Next Bill Date Different Than What I Would Expect?

The term Next Bill Date refers to the member's renewal date. You can run billing whenever you like, but the Next Bill Date always refers to the renewal date — not the date you are running invoices.

Additional Resources: For further assistance, download the Upcoming Billing Guide under the Need Help > Billing section.

Common Pitfalls

  • Price Changes + Same-Day Billing: If you change prices and run billing on the same day without first running Review Renewal Billing, the old prices will be used. Always run Review Renewal Billing to refresh the system.
  • Misunderstanding "Next Bill Date": This date is always the renewal date, not the date invoices are generated. Running billing early does not change the next bill date.
  • End-of-Month Processing Slowdowns: Month-end billing runs system-wide. If performance is critical, avoid running at the start of the month when system load is highest.

 

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