Pick the billing month
The month pill, the arrows and the month grid.
- Open Billing.
- Click the arrows ‹ › beside the month to go back or forward a month.
- Or click the month itself to open a year with all 12 months, and pick one. This month jumps back to today.
- Use the search box to find a customer on the sheet.
Nothing is charged from the sheet itself. With Card Payments on, autopay cards are charged from Card Payments; with it off, they are billed manually, or in the system named in Billing Settings > Bills Come From.
Where and How
Billing
Billing › Billing
Who to charge this month and how much, one line per program.
What It Does
Lists every customer with a monthly charge for the month you pick, with each property, area and program, and a total due per customer.
What It Changes
Nothing is charged from this sheet. With Card Payments on, autopay cards are charged from Card Payments when you press Charge Selected; with it off, they're billed manually, or in the system named in Bills Come From (Billing Settings) if you fill it in. A future month shows a prediction (green lines) that you shouldn't charge yet.
How to Use
- Pick the month with the arrows or the month button.
- Narrow it with the area and tag filters if you bill them separately.
- Click Email All, Download CSV or Print to send the sheet.
From the same help as the card in the app.
Updated 10/23/26