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View Report of Active Members Scheduled Billing Accuracy

Updated
The Goal: Verify that active members have accurate recurring billing amounts before running upcoming billing by generating a targeted Membership Report.

Before You Begin:

  • Run this report before every billing cycle, one membership type at a time, to catch discrepancies before invoices are generated.

Step-by-Step Instructions

  1. Go to Reports, click All Reports and open the Membership Report.
  2. Set the report criteria as follows:
    • Membership Type: Select one membership type at a time.
    • Membership Status: Active
    • Additional Filter: Next Bill Date Between — enter the date range you wish to verify.
    • Fields to Display (minimum): Contact Name; Scheduled Billing Amount
    • Summarize by: Membership Type (makes it easy to view scheduled amounts and spot discrepancies).
  3. Click Run Report.
    Membership Report criteria screen with Membership Type and Membership Status set to Active, the Next Bill Date Between filter under Additional Criteria / Filters, and RUN REPORT boxed
  4. Review the returned list and compare each member’s Scheduled Billing Amount against what they should be billed. Correct any discrepancies before you run upcoming billing.

Common Pitfalls

  • Running for all membership types at once: Running this report across all membership types at once makes it harder to identify discrepancies. Always generate it one type at a time for clear, actionable results.

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