Is there a report that I can use to show pinned notes for locations that
have them? More specifically, I am wanting to look at anything with
"2023" typed within the note. I am ok with filtering as long as I can do
that either in ST or after export to...
I am struggling with the varying work flows for membership refunds,
based on payment method and whether a payment has been posted. We use QB
for our record keeping so just about everything is exported. My current
issue seems to be with cancellation o...
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...
I recently took over our memberships, and discovered some possible
issues. We want to auto-renew everyone, but I am confused as to that
process. It was my understanding that with some "back end" work like
creating billing rules and such that this cou...
Ok. I actually am attempting something similar now using a completely
different task id only to be used for membership cancellations. Still
similar to your suggestion. By pricing it a negative amount, this won't
create a new membership still?
I have already read and re-read through that. I've been working on this
all week! What would be helpful is assistance with starting with set up
of membership, billing / invoice template set up, billing rules, etc. I
have something wrong but no one ca...
The issue is that we had them set up as "fixed, 12 months, upfront".
When i changed it to "Fixed 12 months Annually", that worked. Now my
issue becomes any memberships sold prior to the change, do not have the
next billing date. Obviously, all that w...