The Goal: Generate a Membership Report that confirms no dropped or non-member contacts still have a recurring billing schedule, so upcoming billing does not create invoices for them.
Before You Begin:
- Run this report before every upcoming billing cycle. Verifying that dropped or non-members do not have a recurring billing schedule is crucial to ensuring that you are not mistakenly creating invoices.
- A billing schedule assigned to a dropped or non-member is rare. Should you find results, you will need to reach out to our support team to assist in resolving the issue.
Step-by-Step Instructions
- Go to Reports, click All Reports and open the Membership Report.
- Set the report criteria as follows:
- Membership Status: Dropped, Non Member
- Scheduled Billing Amount Is Not Empty
- Fields to Display: Contact Name; Scheduled Billing Amount (at a minimum)
- Click Run Report.
- Review the results. An empty result set is the expected outcome. If any contacts are returned, contact GrowthZone support to have the stray billing schedule resolved before you run upcoming billing.
Common Pitfalls
- Skipping the check: If a dropped or non-member still carries a scheduled billing amount, upcoming billing will generate an invoice for them. Run this report every cycle rather than only when something looks wrong.
- Trying to clear the schedule yourself: Results here point to an underlying data issue. Reach out to our support team rather than editing the record.