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Navigate to the Billing Schedule page by following the steps below:

  • Step 1: Click on Groups, found in the Management category in the left hand navigation panel.

  • Step 2: Click on a specific group name to open the Group Profile page.

  • Step 3: Click on the Billing Schedules tab located in the left hand tabs panel on the Group Profile page.

  • Step 4: Click on any information in a billing schedule listed in the tab to open the Billing Schedule page.

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Billing Schedule Features

Expand
titleClick here to view the features of the Billing Schedule page.

Billing Schedule Information Banner

The top of the page displays the Billing Schedule Information Banner, showing the Amount Due and Last Statement dollar amounts. Click on any information in the banner to access the Billing Entries page.

Billing Schedule Details

The Billing Schedule Details section contains the following editable information describing a specific recurring billing event:

Billing Schedule Details Field Name

Description

ID

The Payrix-generated ID associated with the recurring billing event.

Created

The date that the billing schedule was created.

Entity

The entity that created the billing schedule.

Start

The start date of the billing schedule.

Finish

The date that the billing schedule will end.

Description

A description of the billing schedule entered by the referrer.

Schedule

The time interval of the statement billinglength from start date to end date for the billing schedule.

Interval

The frequency of How frequently the scheduled billing event that appears on your billing statement.

Collection Factor

How often the billing schedule occurs:

  • Daily

  • Weekly

  • Monthly

  • Annually

Collection Offset

The float time of the frequency of collectionA set interval of time in which bill collection may be delayed or initiated early.

Collection Include Current

Indicates whether the billing schedule will collect during the current billing cycle.

Status

The status of the billing schedule: Active or Inactive.

To edit any information in the Billing Schedule Details section, click the PENCIL icon in the top right hand corner of the page. Edit any information on the page, and save your changes by clicking the CHECKMARK, or discard your changes and return to the previous page by clicking the X.

Add Event Schedule

To add an event schedule to the billing schedule, click ADD EVENT SCHEDULE in the top right hand corner of the page. Enter your information into the lightbox that appears in the page, and click SAVE to save the event schedule, or click CANCEL to discard your changes and return to the Billing Schedule page.

Related Pages:

Click the links in the Billing Schedule page to access any of the following pages: