The "Submit Billing Changes" form, released on November 7th, 2023, streamlines the process of updating billing information for Gracie Barra members. This unified form replaces the "Setup Biller Details" and "Payment Reschedule" forms, allowing for more efficient management of billing changes, excluding freezes or cancellations.
All billing changes that are not Freezes or Cancellations will be processed through this form.
- Manage billing details for existing members, whether they are for families or individuals.
- Add or remove family members within an existing billing account.
- Adjust the tuition pricing for an entire family or a single student.
- Adjust the payment date or frequency.
Use Cases for Submit Billing Changes Form:
- Adding an Additional Family Member:
- Create the new member’s profile.
- Navigate to the Submit Billing Changes form.
- Select the current active member paying.
- Select "Edit Billing Details" include the additional family members, and proceed with the remaining form.
- Removing a Non-Primary Family Member:
- Use the form to remove the member, reducing the total paid amount.
- Switching Primary Billing Member:
- If the primary billing member wants to leave, but other members want to stay:
- First, on the primary member's profile, select the option to switch the family member to another member.
- Then, use the Submit Billing Changes form to remove them.
- Applying a Temporary Discounted Rate:
- The form can adjust the rate for a set period, automatically reverting to the original price if a resume date is selected.
Important Note:
The Membership Registration form is intended for initial sign-up only. Use the Submit Billing Changes form for all subsequent payment adjustments to prevent duplicate accounts.
Adjust Billing Dates AND Amount
With the new form, you can modify both the payment amount and the billing schedule. To do this, Select "Reschedule and Change Details" and follow the prompts to update the necessary information.
Adjust the Tuition Price
Select "Edit Billing Details" to adjust pricing while maintaining the current billing cycle. Ensure to check the "Update Bambora" box to apply changes to the billing system.
- Select edit billing details to be able to make adjustments only to the tuition pricing. This option will maintain the current Billing cycle.
- Select the GB Member who will be the primary billing account
To add Family Members
- Select “Yes” under “Include Family Members”
- Select the name of the 1st Family Member under the Program Information
- Select the program that 1st Family Member is on and click “Add My Program”
- Search the name of the 2nd Family Member under the Program Information
- Select the program that 2nd Family Member is on and click on “Add Family Member Program”
- Repeat this process for all Family Members connected to that billing account
It is important to note that this option modifies the billing amount, NOT the billing schedule. To ensure these updates actually change their billing amount charged, make sure that the "Update Bambora" box is checked. This ensures your updates will be applied to both GB Members and Bambora(Billing). However, if you uncheck this box, then updates will only be reflected in GB Members and will not modify the charged billing.
If the "Immediately" box is unchecked, you must select when the new payment amount will be applied. This is the "Date Effective" - if the "Immediately" box IS checked, then the Date Effective is hidden.
If "Immediately" is checked, the amount will be updated in GB Members and Bambora for the next scheduled payment.
The last step is to determine if you want this pricing change to stay in effect indefinitely or the price to go back to the original on a set date.
For example, maybe they referred a friend, so you want to give them a discount for a month or two, but then you would want the price to return to its original. Selecting a resume date will make this price increase automatically.
Need Assistance?
For further assistance or clarifications, please contact northamerica@graciebarra.com
You can also schedule a 1-1 consultation: https://graciebarra.link/gbmembers-consultation