Offering payment plans to your residents, but want more visibility into when payments are due (or, gulp, overdue?). Here at Rec, we're all about showing you the data you need to streamline your operations—from bookings to payments and more.
To see a report for all upcoming and overdue payments, head to the Programming or Facilities section of your Admin console, and view all payment plans under the ‘Bookings’ section and the Balance Due sub-tab. Note that BOTH the Programming sections and the Facilities sections has their own balance due report for easy access and discovery into past-due payments.
The Programming Balance Due table now aggregates payment plan balances per household. That means if a household has multiple installments due on the same day (for example, 50 x $8.00 charges for a day-care program), you'll see one consolidated row for that household instead of dozens of individual line items. This makes the report much easier to scan and work through.
You'll see the residents with their current payment status (upcoming or past-due), the payment due date, participant name, the account/household owner, section name, and the total balance due for that household.
To filter down your report, you've got an 'Upcoming' or 'Past due' and date range filter:
If a household has a credit card on file, you'll see a "Process Payment" button right on the Balance Due table row. Click it to charge the card on file for the outstanding balance — no need to navigate to a separate checkout flow.
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If you'd like to send an email to the resident reminding them of how to make a payment, here's how to find the customer link.
-From the Balance Due report, use the three dot 'action' menu on the right to copy the customer payment link. You can email that link directly to the customer.
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Need to run a batch of payments at once? The Balance Due report now supports bulk processing. You can select up to 25 rows at a time and process all selected cards on file in a single action. This is a major time-saver when you have a wave of payment plans coming due — like monthly day-care installments or summer camp deposits.
To bulk process payments: