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  • Billing Schedule (R)

    The Billing Schedule page contains editable information about a specific subscription payment or other recurring billing event that occurs for all merchants or other entities that are part of a specific group.

    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.

    Partial view of the Billing Schedule page, including the Billing Schedule Information Banner, the Billing Schedule Details section, and the Add Event Button.

    Billing Schedule Features

    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

    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 length from start date to end date for the billing schedule.

    Interval

    How frequently the scheduled billing event appears on your billing statement.

    Collection Factor

    How often the billing schedule occurs:

    • Daily

    • Weekly

    • Monthly

    • Annually

    Collection Offset

    A 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: