Financial Management

Billing and payments are the lifeblood of any organisation, and EZFacility and SDA provide you with a consolidated source to track all of your revenues in one easy-to-use system.

Key Functionality Includes:

• Create primary and secondary payment methods for each member e.g BACS and Credit Card
• If primary method fails, try to collect with secondary method to increase your collection rate
• Powerful payment responsibility setup options for payment by primary member or organisation
• Automated billing cycles ensure correct charges are laid in on time
• Track and control all financial adjustments such as discounts, reversals, write-offs and void transactions
• Easily see member finance at a glance including:
  • Balance
  • Charges
  • Payments
  • Average monthly spend
  • Total value

View Screenshots: