How do I change the billing rate for a customer?

You need to have the Customers > Manage Payment > Change Billing Rate site permission to change the customer's membership billing rate. See User and Roles.

There are two ways to access the Change Billing Rate function:

A. Change billing rate from the Memberships tab

B. Change billing rate from a Future debit in the Payments tab

The Change Billing Rate option is visible only when:

• The customer's membership status is Active or Active with Billing Issues.
• The customer's membership status is NOT Future, Expired, Cancelled, or Suspended.
• The customer's membership is not pending suspension or cancellation.

The Change Billing Rate option allows you to change a customer's membership billing rate from a specified date onwards.

A. Change billing rate from the Memberships tab

1. In the customer's page, select the Memberships tab.

2. For the membership that you wish to change, select the More Actions button and then select Change Billing Rate.

   

3. Enter a new Rate for the membership.

4. Enter an Effective Date for the new billing rate to take effect.

5. Enter the Notes section if applicable.

6. Select Save Changes.

B. Change billing rate from a Future debit in the Payments tab

You can only change the billing rate of future debits in the Customer's record > Payments tab that have not been processed.

1. In the Payments tab of the customer's page, select a direct debit billing amount in which the status displays Future.

2. In the Debit Details pop-up window, select Change Billing Rate.

3. Enter a new Rate for the membership.

4. Enter an Effective Date for the new billing rate to take effect.

5. Enter the Notes section if applicable.

6. Select Save Changes.

The system would automatically generate and prorate the necessary payments when there are changes made to the membership's billing rate. A confirmation message appears at the top of the customer's page. All activities are recorded in the Timeline tab.

A customer's membership can only have one current billing rate and one future billing rate at any one time.

Once a future billing rate has been created for the customer, you need to perform the Undo Billing Rate Change action to undo the billing variation changes before a new set of billing rate can be applied to the customer's membership again.

Related article

• How do I add a new membership to a customer?
• How do I change the debit billing frequency of a customer's membership?
• How do I change the debit billing amount for a customer?
• How do I change the preferred billing day?
• How do I change the membership term of a customer?

Last updated on 13 Apr, 2015