What are the different billing statuses?

 

The billing tab can be found on the customer’s profile via FOH. 

The following statues and descriptions are shown below. These will be displayed to the FOH staff user when investigating the billing tab on the customer profile.

Status Description
Forecast
A forecast of an upcoming payment, this is subject to change, and may increase or decrease based on whether the fee changes due to a freeze, credit or membership upgrade
Pending
The amount shown will be attempted on the given billing day - this fee is now fixed in preparation for a collection attempt
Completed
The payment was successfully fulfilled
Retrying
At least one attempt to take payment has failed. The system is currently retrying to take payment again
Failed
All attempts to take payment have failed
Recovering
A recovery fee has been raised (note: very GLL specific, unlikely will show at all for future clients)
Deferred
The payment amount is below the threshold and has been deferred to a later collection (this is applicable to GoCardless, who will not make a collection on a value less than £1. Therefore Flow will defer this amount to the next collection - this will have no impact on the membership(s) associated
Processing
The system is currently processing, to see whether any more payment attempts can be made. This typically occurs before the ‘Retrying’ or ‘Failed’ status

 

Upcoming & Historic Payment information

The billing tab now displays a table of collections that can be:

  • Filtered by ‘This Year’ or ‘Next Year’ to view future upcoming collections
  • Checkbox to only show ‘future collections’
  • Status next to each collection

Note:The changing of statuses is not immediate within the system. It will take approximately 10-15 mins for the status to update. Do not expect a ‘retrying’ status to show immediately after processing any failed collection attempt.

View Future Collections

 

Billing_Future.png

Retrying Status Shown (relevant to the instruction status ofRe-presentation)

Retrying.png

Failed Status - when all payment attempts have been exhausted

Failed.png

Instruction History

A new enhancement has been added to display the history of a customers Direct Debit Instruction. This will allow staff to troubleshoot any queries regarding the cancellation or changes to previous instructions.

For instance is a customer ‘accidentally’ cancels an instruction then a member of staff can see when this occurred, or if a customer updated their bank details, when this was changed.

View all instructions (note this will only display when there is more than one historical instruction)

 

View_Instruction.png

Instruction Detailed view

Instruction_List.png

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