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.
Report Configuration
Generate the Membership Report with the following filters:
- Membership Type: Select one membership type at a time.
- Member 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).
- Click Run Report.
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.