Managing billing accurately is crucial for maintaining smooth operations and ensuring member satisfaction. Here, we outline the top five common billing mistakes and provide solutions to avoid them. Implementing these solutions will help you manage billing more efficiently and avoid unnecessary complications.
Related Articles
- How to Audit Membership Payments
- How to Cancel a Single Member
- How to Freeze a Single Member
- How to Cancel an Additional Service
- How to Manage Family Billing
- How to Set Up Membership Fees
Contents
- Canceling a Membership
- Freezing an Account
- Canceling Additional Services
- Family Billing Changes
- Entering Membership Prices
1. Canceling a Membership
Description: Manually changing a student's status to cancel a membership doesn’t stop the billing process. This means that even after you change the status, the student might still get charged.
Solution: Please submit a Bambora cancellation form to make sure billing is correctly stopped.
Learn more about How to Cancel a Single Member.
2. Freezing an Account
Description: Manually freezing a student's account doesn’t stop the billing. The student will still be charged if the correct form isn’t submitted.
Solution: Use the designated form to freeze an account. This will ensure the billing is properly paused.
Learn more about How to Freeze a Single Member.
3. Canceling Additional Services
Description: Canceling a main membership doesn’t automatically cancel additional services. To stop the charges, each additional service needs to be canceled separately.
Solution: Manually cancel each additional service in the software by clicking the “x” icon beside the specific service you want to remove, and make sure the cancellation is also processed in Bambora.
Learn more about How to Cancel an Additional Service.
4. Family Billing Changes
Description: Manually removing a student from family billing doesn’t update the billing account. The family might still get charged for that student.
Solution: Submit a billing changes form to update the billing system and remove the student correctly.
Learn more about How to Manage Family Billing.
5. Entering Membership Prices
Description: Adding the "$" character when entering prices prevents updates from processing correctly. This can lead to incorrect billing amounts.
Solution: Enter prices without the "$" character to ensure the system processes the changes correctly.
Learn more about How to Set Up Membership Fees.
Related Articles
- How to Audit Membership Payments
- How to Cancel a Single Member
- How to Freeze a Single Member
- How to Cancel an Additional Service
- How to Manage Family Billing
- How to Set Up Membership Fees
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