Reopening your business
It is strongly recommended that you create the same scenario in your Sandbox to ensure that you understand the process.
Before you start
Before you start the re-opening, ensure the following is completed:
- Update your Permissions to include 'Re-charging of Billing Accounts'
- Automatic Payment is Disabled
Both of these are in Settings with Automatic Payment under Account - General Settings.
If you have added $0.00 to your packages
Step 1
You must add your pricing back in. Please ensure all packages have been updated for each of your sites with a date of your billing cycle.
To check this, go to Settings - Facilities - the facility and the pricing
Step 2
You will then go to Configure Closure days and add in the closure dates from billing cycle until the day before you reopen. Use the Mode: Cancel sessions & Do not charge.
If you have added closure dates
Delete the closure days from the day you are open. Your sessions will be reinstated (this operation may take a couple of hours depending on the volume of sessions).
Test a few customers first
Once the sessions have reinstated, go to the Billing Account of six or so customers and top right hand side of the screen is a Re-Charge button. Click the button and add your billing cycle date and re-charge label'
The billing account charges will be updated, check for correctness.
Run the Re-charge job for all customers
Once you have completed checking six or so accounts and you believe the fees are correct, you will run the Re-Charge for all customers.
Settings - Billing - Re-charging of past charges - Start New Re-charge - Start Date (your billing cycle) - re-charge label - Start Re-charge.
the job will be in a Pending status for a period of time, please do not try to run another job. Once completed it will have a status of Done with a summary of the updates, you can filter and download a report if required.
Take a few minutes to check another 6 or so customers to ensure correctness of fees.
Enable Automatic Payments
When you are ready to charge your customers via Direct Debit, you will need to enable automatic payments. This will take a couple of hours to start processing.
Settings - Account - General Account Settings - Enable Automatic Payments