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.
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
The Payrix-generated ID associated with the recurring billing event.
The date that the billing schedule was created.
The entity that created the billing schedule.
The start date of the billing schedule.
The date that the billing schedule will end.
A description of the billing schedule entered by the referrer.
The time length from start date to end date for the billing schedule.
How frequently the scheduled billing event appears on your billing statement.
How often the billing schedule occurs:
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.
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.
Click the links in the Billing Schedule page to access any of the following pages: