Zen Planner believes you can serve your customers better than a faceless billing company. Our automated payment and recurring billing software offers you all the same convenient features offered by a full-service billing company, but lets you and your staff step in when necessary to handle exceptions to your regular billing policies gracefully.
Your staff will love how much time they'll save managing bills and payments. Your customers will love how quickly you can respond to real-life situations that can effect their membership at your fitness studio.
We provide you with the tools you need to create your own billing system, handle your billing gracefully and save you and time and money usually spent running tedious tasks every month.
The result? Fair billing policies, satisfied customers, and a growing reputation as a well-run, professional organization. And who wouldn't want that?
Easy Recurring BillingInstead of keying in 100 credit card numbers every month to process your payments, enter a credit card or checking account just once and use it to automatically charge your customers when bills are due. |
Organize Family AccountsGroup members of the same family under one family account. View all paid and unpaid bills for each family member in one place. Save time and paper sending out invoices and reminders just once to each household. |
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Support Multiple Membership TypesCreate a variety of membership types that work with any customer's budget, including paid-in-full (PIF) contracts, month-to-month memberships, and pre-paid class card memberships. |
Simple Payment ManagementManage just one system instead of managing separate system for automated and non-automated payments. Record any credit card, EFT, cash and check payments in your customer's profile. |
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Make Changes InstantlyModify any bill, at any time, instantly. Your customers get fast, personal service from you - someone they trust with their private financial information. Useful when you need to place an account on hold due to vacation, military leave or illness. |
Partial and Split PaymentsZen Planner automatically recommends how a payment should be applied to unpaid bills. Or you can manually determine how a payment should be used. You have full control over your payment processing. |
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Postpone Bill PaymentsRather than continue to charge a member while their membership is on hold, you can freeze their bills until they return as active students. Reactivate their membership and billing from where they left off with one click. |
Modify Outstanding BillsHandle unpaid bills on dropped memberships professionally. Depending on the situation, members can either pay the full amount due or a lesser amount that you manually specify. |
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Pay Bills OnlineLook like a pro and impress your customers. Allow customers to view and pay their bills at any time from your member website. Eliminates the need for printing out and mailing statements. |
Automated Email RemindersStop running payment reports every month. Let Zen Planner do it for you. Design an email that reminds customers to pay their bill online and automatically send the email a certain number of days before the bill due date. |
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Monitor Payments AutomaticallyActivate alerts that notify you when a payment was declined or when a credit card is about to expire. Acts like an extra assistant that monitors your school and only alerts you when necessary. |
Bill and Payment AnalysisAnalyze your payment statistics over any period of time and create your own custom bill and payment reports. Export your financial to a spreadsheet or to Quickbooks instantly. |
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