Overview

Easily view whether a client’s account credits are being applied to recurring payments, directly within a Client’s Core Profile. This new feature allows users to see if the "Apply account balance to recurring fee" option is currently active/inactive on a member’s profile and subsequently, able to enable/disable this feature as desired, all within the same screen. This visibility and control helps streamline client billing management, ensuring account credits are applied correctly and efficiently, to recurring payments.

Use Cases

• View account credit settings: Users can now see if a client’s account credits are being applied to recurring payments from their profile.

• Toggle account credits for recurring payments: Users can activate or deactivate the use of account credits for recurring payments via the Core > Client Profile screen.

• Improve billing transparency: Easily manage and understand a client’s recurring payment setup by seeing whether account credits are being used.

• Client account credit management: Simplify control over how client account credits are used for payments without needing to navigate to separate billing settings.