In the side menu, click Business Tools > Billing Manager to access the Billing Manager.

The Billing Manager is the main hub for making all edits and transactions for Billing Accounts. You can make charges, credits, and payments from the Billing Overview Page.

See the below articles for details.

How to Set Up Billing Preferences

Expert in 5 Minutes - Group Billing Setup

Relationship of Billing Groups, Member Groups, Registration Groups, Locations

How to Set Up Verifone Card Reader in Billing Manager

Billing Manager also gives you the ability to view account information. This includes:

Charge Category Reports

Payment Summaries

Account Charge Summaries

Expiring Credit Cards

Billing Simulation

See the below articles for more information.

How to Create a Due Plan

How to Create a New Charge Category

How to Manage Charge Categories

For a downloadable version of the Financial Management Guide, please click here.

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