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Overview

A team can be billed as one unit. Choose a team paying customer and turn on merged billing, and everyone’s charges go on a single invoice to them. You can also give the whole team discounts, and share credit and passes between its members.

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How to access

Go to Operations → Teams and open the team. Billing is on the Billing tab; discounts and credit sharing are on the Benefits tab.

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Merged billing

Team billing When merged billing is on:
  1. On the paying customer’s renewal date, Nexudus creates one invoice for the team, addressed to the paying customer.
  2. Charges from every member are included: plan fees, bookings, products and other charges, except items you’ve set to invoice the member directly.
  3. The paying customer’s payment method is used to collect the invoice automatically, where set up.
Merged billing only affects invoices created from then on. Invoices already issued stay on the members’ own accounts, so turn it on before the next billing date.
With merged billing, give every team member the same billing day in their contracts, so all their charges fall into the same invoice.

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Change the paying customer

Choose a different member in Team paying customer and save.
If you clear Team paying customer, merged billing and all the credit sharing options are turned off.
Use a company record as the paying customer rather than a person, so invoices stay correctly addressed when people change. See Set up a company.

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Discounts

Team benefits On the Benefits tab, give every team member a percentage discount on Bookings, Plans, Passes (including PAYG passes) and Charges. For each one, choose Members of this team do not get a discount or Members of this team get a percentage off. Discounts don’t need a paying customer. With merged billing, the discount appears on the paying customer’s invoice.

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Credit sharing

Credit sharing is on the Benefits tab and needs a team paying customer. Common setups:
  • Members always use their own credit before shared credit.
  • Credit and passes that come from products, or that you add to a member by hand, stay with that member and are never shared.
  • Combine all credit from all team members works for teams of up to 50 members. With passes shared as well, a team can hold up to 500 passes. For larger teams, add credit to the paying customer’s contract and use the Share… options instead.

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See the team’s credit

The Benefits tab also shows:
  • Benefits overview: the team’s individual and shared credit and passes.
  • Money credit, Time credit, Printing credit and Passes for the whole team.
  • Benefit use history: which member used which credit. See Credits and benefits for what each field means.

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Charge a member instead of the paying customer

With merged billing, you can still invoice some items to the member who bought them:

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Other team billing setups

  1. Set the Company record as the team paying customer.
  2. On the Benefits tab, turn on the Share… options you need.
  3. Add credit or passes to the Company record, for example through its plan or a product.
  4. Every member can now use them once their own run out.
  1. On the Benefits tab, set discount percentages, for example 10% on bookings.
  2. Every member gets the discount automatically.
  3. No paying customer is needed.
Leave Team paying customer empty. Each member is billed individually, and the team is used for grouping, communication and access.