In this article, you will learn how to configure claim types in payment runs and payment run groups, and what the difference between these two settings is.
Contents
- General configuration for payment runs
- Specific configuration for payment run groups
- Common question: Does the configuration apply to a member or a contract?
Fast lane
- Go to Settings / Finance / Payment runs.
- Define which claim types should be included in the payment run: Membership fees, Charges, Other claims.
- Optional: Open a payment run group and define separately which claim types should be considered for this group.
General configuration for payment runs
Under Settings / Finance / Payment runs, you centrally define which claim types are collected by default in each payment run. You can select whether Membership fees, Charges, and/or Other claims are included. This setting applies system-wide to all payment runs.
Specific configuration for payment run groups
In a payment run group, you can additionally define which claim types should be considered when this group is collected via a payment run. This group-specific setting overrides the general payment run configuration for the affected payment run group and applies only to this group.
Common question: Does the configuration apply to a member or a contract?
The general payment run configuration does not apply to a specific member or a specific contract, but controls globally which claims are collected in the payment run.
The payment run group configuration is also not tied to a single member or contract. It only takes effect for the respective payment run group when it is collected via a payment run.