Billing Status determines if scheduled charges auto-assess to a member's account. If 'Active' displays in the member's 'Billing Status' field, the system will auto-assess scheduled charges based on the member's billing group assignment. If 'Inactive' displays, no new scheduled charges assess. However, if the member owes a balance, they will continue to receive statements from OmegaFi until their balance is zero.
Follow the below steps to update billing statuses:
- Select Active or Inactive from the 'Filter By' drop-down menu. The 'Change Billing Status To' field prefills, and the list of members updates based on your selection.
- Select a Billing Status Reason if the 'Change Billing Status To' option is Inactive.
- To select individual members, click the box next to each appropriate member's name, or to select all members, click the box next to 'Name' in the column header.
- Click Update Billing Statuses to change the 'Billing Status' of all selected members to the new status in the 'Change To' field.
Note: If a member's billing status should be INACTIVE and they have Vault access, you must first remove their Vault access before you can change their billing status. This is indicated by the red alert icon on the Update Billing Statuses page. See How do I add, modify or remove Vault access? for more information.