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Accessing and Understanding Group Billings

Introduction

As the Group Administrator or the Authorized Representative, you will need to access billing and financial information for your group sponsorship. The article provides overview of your billing invoices and instructions to view billing and financial change details.  

Procedure

This section provides instructions to access billing details. 

Accessing Group Billings

To complete this task, follow these steps:   

  1. In the Sponsor Center navigation menu, click Home to view the Sponsorship Group(s) card.
  2. In the Sponsored Group(s) card, click the dropdown arrow.
  3. From the options, select the Sponsored Group name to view that group’s bills.  

Understanding Group Billings

The Recent Group Billings section provides you with the following billing information for the Group:          

  • Billing Date – The date your billing summary was generated. 
  • Share Period – The month your summary represents. It might show both the application fee and the first share fee for the first month of membership. 
  • Amount Billed – The total amount billed for that period. 
  • Billing Details – Provides a summary of each members’ shares in the group, including the monthly pricing for each of those group members for that billing period.
  • Status – Displays the payment statuses: Draft, Cancelled, Error, Failed, Paid, Pending, Ready to pay, or Scheduled. 

You can download a copy of the group Share Summary for that billing period. To download, follow these steps:

  1. Determine the Share Period you want to download.
  2. In the Download column, click the icon to open and download a PDF version of the share summary

Viewing Additional Billing Details

To view additional billing details that provide a detailed summary for that share period follow these steps: 

  1. In the Recent Group Billings section, in the Billing Details column, select Memberships (for the corresponding group) to view details. A Share Summary screen will open. The summary includes the group members’ primary member name, date of the share summary, type of membership, and total summary for that membership. 
  2. Next to any member’s name, select the Expand chevron icon to expand. You’ll see a detailed breakdown of each share portion for that membership.   

 Viewing Billing History

To view a detailed billing history and change report, follow these steps:

  1. In the Recent Group Billings section, select the ellipsis. A Billing History option will display.
  2. Select Billing History and the Billing History screen will open.  The billing history provides you with a detailed list of group billing, payment funding, and banking changes. This list also allows you to see who made a change and when he or she made the change.
  3. To filter the list, select the filter icon. The Date From and Date To options will display. 
  4. Type the dates in each field.
  5. Click OK. The data will display.