When a member switches from recurring billing to a cash payment plan, it’s essential to stop the automatic charges through Bambora to avoid any discrepancies in the member's billing account. This tutorial will guide you through the best practices to ensure the student's Bambora billing account is paused to prevent further charges.
Contents:
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Option 1: Freezing the Member’s Account Using a Freeze Form
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Option 2: Manually Placing the Member’s Billing Account on Hold
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Common Pitfalls to Avoid
1. Option 1: Freezing the Member’s Account Using a Freeze Form
Step 1: Submit the Freeze Form
Begin by submitting a freeze form for the student. Choose "Until Further Notice" as the resume date. This action will immediately put the Bambora billing account on hold and prevent the system from attempting to charge the member.
Step 2: Update the Member's Profile
Go to the member’s profile in the system. Click on the “Edit” button and change the student's status to "Active." This step ensures the member's account remains active in the system while the billing account is paused.
2. Option 2: Manually Placing the Member’s Billing Account on Hold
Step 1: Locate the Billing Profile: In Bambora, search for the student’s billing profile.
Step 2: Set Billing Status to On Hold: Change the status of the member’s billing profile from “Active” to “On Hold.” This will prevent any charges while the student is paying in cash.
3. Common Pitfalls to Avoid
- Not Updating the Member’s Profile: After submitting a freeze form, it's crucial to change the member's profile status to "Active" to keep the student in the system while the billing is paused.
- Forgetting to Freeze the Account: Ensure the freeze form is submitted, or the manual "On Hold" status is set to prevent unwanted charges from being processed.
**Tip:**
Always double-check the Bambora status to ensure it reflects the correct "On Hold" setting. If you're unsure, you can cross-check the freeze form submission in the member's account profile.
Conclusion:
By following these steps, you can prevent the Bambora billing account from processing further charges while the student is paying in cash. Whether using the freeze form or manually placing the account on hold, these methods will help ensure payment discrepancies are avoided.
FAQs:
Q1: What happens if I forget to update the billing profile to "On Hold"?
A1: If the billing profile is not updated, the student may continue to be charged even though they are paying in cash.
Q2: How long will the freeze form remain active?
A2: The freeze form remains active until you manually change the status or choose to resume the billing.
Related Articles:
- How to | Freeze and Unfreeze an Active Member
- Troubleshooting | Top 5 Billing Mistakes & How to Avoid Them
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