Assign Fee Items to a Member Account

Click here for a demonstration. See Modify or Create Fees and Dues Items for more information.

1. Click Members in the left-hand menu and select the desired member.
2. Click the Account tab.
3. In the Membership Fees and Dues area, click Assign Fee Items.
4. Complete the Assign a Member Fee Item fields.
5. Click Save & Exit.

Membership Fees & Dues Area

• To make sure this fee item is included in the recurring invoice batch, set the Billing Cycle to a frequency of Annual, Semi-Annual, Quarterly, or Monthly.
• In the Standard edition or below, fee item frequency starts on the Renewal Month specified on the Members account and does not have an option within each fee assignment for a different month.
• If the Status on a Fee Item is set to Active in Date Range, (only available with Plus edition or greater) an option is available to place a start date and expiration on a fee item.
• Charge to ACH, debit, or credit card selection displays options for setting the fee to be automatically billed.