At a glance

• Billing Cycle and Monthly Notice settings can be adjusted in Settings → House Account
  • These settings apply to all customer profiles 
• Enabling automatic billing is accomplished for each customer profile in their Family Account tab
  • You will be asked to select a payment method saved in their customer profile
  • The payment method on file should match that of the primary member of the family account
• Automatic billing charges will be listed as “Statement” in the Payment History at the bottom of the house account and family account pages
• Automatic billing must be disabled for the house account of a specific customer profile to function properly for the respective family account

Notes

• Automatic billing will charge amounts matching the previous month's closing balance(s)
  • If a June statement had a closing balance of $500 amount due, automatic billing will process on the date selected, for the $500
• Enabling automatic billing will only impact the next month
  • Example: automatic billing enabled in April will process for the first time in May
• Reports can be found in all Lightspeed platforms related to the charge(s)
  • This includes Lightspeed Golf, Retail (R-Series), and Restaurant (L-Series) respectively

Enabling automatic billing for a family account

1. Navigate to the primary member of the family account where automatic billing is to be enabled for
   • This is to ensure that the primary member has their payment method on file
   • The primary member can be adjusted at any time, if necessary
2. Open the Family Account tab
3. Click on the Family Account Settings
4. Enable the Automatic Billing for all accounts toggle button 
5. Choose the Payment Method saved on file to be used for automatic billing
   • If a payment method is not yet added, you will be prompted to add one
6. Save before leaving the page

Family account payment history

• Family Account Payment History can be found in the Payments tab when viewing a customer’s family account tab
• It lists all payments processed manually from Lightspeed Golf, as well as automatic billing payments
• Payments with a description of “Statement” represent automatic billing charges, while payments with a description of “Payment” were processed manually 
• You can click on the status to see more information, and any notes left with the payment