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Home > Member Management - CM/MZ > Assign Fee Items to a Member Account
Assign Fee Items to a Member Account
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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.

 

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