The Billing Health section gives organization administrators visibility into the billing health of membership installment payments and recurring payments. It helps administrators identify payment risks, review outstanding payment obligations, and take action to support payment recovery.

Open Billing Health

1. Go to Finance.
2. Select Billing Health.
3. Open Installment Payments or Recurring Payments, depending on the payment records you want to review.

Review installment payments

The Installment Payments tab includes:

• Membership information
  • Membership ID
  • Membership Type
  • Item Type (Membership Renewal or Application)
  • Membership Status
  • Company Name
  • Primary Member's First Name (if applicable)
  • Primary Member's Last Name (if applicable)
• Payment card information
  • Card Number (Last four digits)
  • Card Status
• Additional billing details
  • Next bill date
  • Last bill date
  • Installment plan status
  • Billing frequency
  • Total Billed (to date)
  • Total amount (to date)
  • Remaining Balance
  • Paid Terms (out of total number of terms)
• Failure reasons and retry attempts
  • Failure reason
  • Total failed amount
  • Retry amounts
• Invoice and payment information
  • Invoice status
  • Payment ID
  • Invoice Number

Use the search and filter options to find specific records.

Review recurring payments

The Recurring Payments tab includes:

• Membership information
  • Membership ID
  • Membership type
  • Membership status
  • Company name
  • Primary member's first name (if applicable)
  • Primary member's last name (if applicable)
• Payment card information
  • Card number (last four digits)
  • Card status
• Additional billing details
  • Invoice status
  • Next bill date
  • Last bill date
• Failure reasons and retry attempts
  • Failure reason
  • Total failed amount
  • Retry attempts

Use the search and filter options to find specific records.

Take action on a payment record

Open the Actions menu for an installment or recurring payment record. The available actions are:

• View Membership Details
• Update Card Information
• Resend Email

View membership details

Select View Membership Details to open the membership profile. The Payment Information section displays the credit card information used for installment or recurring payments. Admins can also update the card information on behalf of the member.

Credit card updates for installment payments are recorded in the Membership Activity Timeline.

Update card information

Admins can update a member's card information on their behalf. The following disclaimers and notifications apply:

• Administrator-facing disclaimer: Appears before the update is submitted and explains the required authorization, the admin's accountability, and the scope of the action.
• Member-facing notification: After the update is completed, the member receives an email informing them of the change and their right to review the updated payment information.

Resend an email

Admins can manually resend system emails to members who have made payments.

• For installment payments, the system email is determined by the installment plan and payment status.
• For recurring payments, the system email is determined by the recurring payment status.

Review cards that need attention from the dashboards

The Credit Cards Needing Attention widget appears on the Home Dashboard and Membership Dashboard. It displays:

• Membership type
• Card status
• Card number

Records are sorted by the next billing date, with the earliest dates displayed first.

The Membership Dashboard displays the same widget.

Review billing health in the Weekly Digest

The Finance & Billing section of the Weekly Organization Digest shows:

• Number of expired cards
• Number of cards expiring soon
• Number of cards with failed payments

Select the link in the digest to open Billing Health for more details and available actions.