This was brought up last year on another post, but didn't have a workaround really talked about. We want to have a recurring service added for any time we book a maintenance visit for a client...but we can't automate it without a membership...and the...
Hey folks,So, I'm experimenting with a few different things when it comes to memberships and these work-flows are helpful, but the first one does not appear to function at all. I have created an adder that is supposed to add a recurring service to th...
How do people deal with additional systems when setting up memberships? Our setup team is recommending making additional system an “add on” but it doesn’t seem as though an add on can have time allocated to it. Our residential memberships can have 7-...
Hey everyone!We are just starting to set up our memberships, and I wanted to find out how everyone out there handles the billing. For new installations (we do generators), it is easy to set up monthly payments with the purchase contract. When there i...
Does anyone use the "recurring billing" feature for memberships? If I am understanding it correctly, I believe this is how I want to set ours up. My goal is to be able to bulk charge memberships by creating a run using the "next bill date" on the mem...
Has anyone setup their alarm company's RMR billing on ST platform ..
I am needing to revise our memberships with some recurring services that were set up initially incorrectly. Is there a way to bulk edit all active members with particular recurring services or additional ones? I am trying to streamline the new servic...
With the 'NEW' view, can someone tell me what happened to the 'Memberships' information when viewing Equipment? The Recurring Services no longer shows in the Membership column.
How do you find a deactivated recurring Service event, for a specific customer? (specifically a recurring service event will have memo notes that need to be accessed.)
Would be really beneficial to be able to undismiss a recurring service event. If one is mistakenly dismissed- the deferred revenue is realized. Making the deferred revenue forever inaccurate on that membership.
