Members Portal - Billing page

Introduction

In the Billing section of the Members Portal, you'll be able to find all of the information that relates to how and what you're being billed for.

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If you're part of a company and a billing person in said company, all of the sections (except Credits) may have separate Company and Personal tab views. If you're part of a company but you're not a billing person; or you're not affiliated with any company, then you won't be able to see them and you'll only see your personal data.

Payment Details

In this section, you'll be able to find all of your and your company's bank accounts and credit/debit cards that you've recorded.

You'll have the option to add new ones, remove existing ones, and to edit location permissions (if you have the rights). Click on the three dots and select Change location permissions:

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Make your choices and hit Save.

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Invoices

Here, you'll be able to find all the invoices that were issued to you or your company. If an invoice hasn't been paid yet, there will be a Pay button next to it. It will allow you to pay the invoice using one of the payment details you've recorded.

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If you haven't recorded your payment details yet, click the Pay button and a new window will appear where you can enter your details. You can also view various information about your invoice in this section and you'll also be able to download it in .pdf format.

Note: The date filters will always be set to the current month. Should you wish to see past or future invoices, you can change the dates.

Membership

In this section, you'll be able to see all memberships that are currently assigned either to you or your company.  Past memberships that are expired or terminated will be present here as well.

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You can also view your day passes here - how many you've used and how many you've got remaining.
You can find more information about what you can do with them.

One-off Fees

In the one-off section, you can view all singular charges that were issued to you. These can be booking fees, setup fees, catering fees, etc.

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As with the invoices section, there's also a date filter. Additionally, there's a search box. You can use the search function to look for a fee with a specific name.

Credits

In this section, you can view all of the different credits that are assigned to you or your company.

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There are two types of credits:

You can also click on the arrow arrow.png to open the Transaction Log. It's only available for coins. Here, you can see all the transactions, the date they occurred, and details such as for which booking they were used, or which plan they were gained from. The negative transactions can be filtered from the Display negative transactions checkbox. 

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