The Insights Bill on Start Membership will help get more information on your pre-sale process.
This report is useful for:
Viewing memberships that were sold to bill on start, but haven't been charged customer yet
Tracking pre-sales to incentivize sales associates and optimize membership strategies
Accessing the Report
Navigate to Insights from the left panel.
Your user must have permission to Insights to access the Insights Bill on Start Membership report
On the Insights left panel, navigate to Business Performance > Bill on Start Memberships.
Use the Filters for Location, Broker, Membership Contract, and Payment Order Status.
Understanding the Report
Location: The location where the Membership Contract was sold
Order Number
Order Status: Deferred or Completed
Membership Contract:
Customer Name
Broker Name
If the name is the same as the Customer Name, the person purchased it from the app or website.
If the name is different, this means an Employee processed the transaction for the Membership
Total Without Tax