Recurring Billing Report (FIN-9)

Available formats: HTML/PDF/XLS/CSV

The Recurring Billing Report is a list of families with or without saved payment information on their accounts (as determined by your filters). The report includes Family Name, Primary Email Address, Primary Phone Number, Mailing Address, Recurring Billing Status, Payment Method, Card Issuer, Expiration Month/Year, Last Payment Date and Last Payment Amount.

NOTE: Chosen filters that relate to enrollments will produce results that are true as of the day you generate the report.

Available filters are:

General Filters

  • PAYMENT INFORMATION STATUS: the system will only include families
    • With Payment Information – families with saved payment information on file.
    • Without Payment Information – families with no saved payment information on file.
  • RECURRING BILLING STATUS (shown only if “With Payment Information” is selected above):
    • With Recurring Billing – the option “This Payment Method is Authorized for Recurring Billing” is enabled on the family’s saved payment information.
    • Without Recurring Billing – the option “This Payment Method is Authorized for Recurring Billing” is NOT enabled on the family’s saved payment information.
  • STATUS (ENROLLMENT):
    • Currently Enrolled (Active) – Choose this option to include families/students that are enrolled in classes/camps on the “As of Date” (regardless of past or future enrollment status)
    • Enrolled in the Future (Active) – Choose this option to include families/students that are NOT enrolled in classes/camps on the “As of Date” but are enrolled after that date.
    • Previously Enrolled (Active) – Choose this option to include families/students that are NOT enrolled in classes/camps on the “As of Date”, but were enrolled prior to that date
    • Never Enrolled – Choose this option to include families/students which have no recorded enrollments in classes/camps.
  • LOCATIONS: the system will only include families associated with the selected Location(s) in the results. (Because families are only associated with a Location when an active enrollment is present, this filter will not have any effect on the results if the STATUS (ENROLLMENT) filter is set to “Never Enrolled.”)
  • EXPIRATION MONTH (shown only if “With Payment Information” is selected): selecting a specific month will show only families whose payment method on file expires in that month.
  • EXPIRATION YEAR (shown only if “With Payment Information” is selected): selecting a specific year will show only families whose payment method on file expires in that year.

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