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. See How do I add, modify or remove Vault access? for more information.
See also:
What is the difference between Member Status and Billing Status?
How do I update the member status of a single member?