INTRODUCTION
Feature Summary: CourtReserve allows you to streamline invoicing with Batch Billing by specifying the Membership Frequency you want the system to invoice, ensuring members are billed accurately and consistently based on your preferred schedule.
PREREQUISITES
Enable the Batch Billing add-on and complete the setup process.
SETUP REQUIREMENTS
Log in to the admin dashboard.
Go to the side menu and click TRANSACTIONS > BATCH BILLING.
On the next page:
Click the Create Batch button.
Select Membership Frequencies to Include
With Batch Billing, you can control which membership dues are invoiced by selecting one or more Membership Frequencies.
Use this field to control which membership dues are included in Batch Billing. Select one or more membership frequencies (such as Monthly, Quarterly, or Annual) to invoice only dues associated with those frequencies.
If set to All, the system invoices membership dues across all frequencies.
Below are three scenarios:
If, for example, you select Monthly, only memberships with monthly dues are included in the batch.
If, for example, you select Monthly and Quarterly, only memberships with monthly and quarterly dues are invoiced.
If you select a specific Membership Type but leave Membership Frequency set to All, the system invoices all frequencies (Monthly, Annual, etc.) for that membership type only (for example, Basic Membership).
