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Home > Billing - CM/MZ > Add Recurring Fees & Dues to Member’s Account
Add Recurring Fees & Dues to Member’s Account
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View a video explanation here.

  1. Select the Member's module on the left-hand menu.
  2. On the member's Account tab, click Assign Fee Items in the Membership Dues and Fees area.
  1. In the Fee item list, select the appropriate Fee Item.
 
 
  1. Configure the following:
    • Description: Further description of the fee item that displays on the invoice by default (may be modified on each member account).
    • Fee Amount: Type the desired fee item amount – the annual amount or one-time price.
    • Quantity:
    • Billing Cycle: The cycle selected will drive the frequency at which the fee item will be billed. For example, if the fee item is $1200 and you select monthly, $100 per month will be the monthly recurring fee item. 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.
    • Status: 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.
    • Bill To: Select the contact to whom the invoice for this fee item should be sent from the dropdown list.
    • Charge to ACH, debit, or credit card selection displays options for setting the fee to be automatically billed. Select if you wish to automatically charge this fee item to a credit card, or a bank account. Click here for further information on setting up automatic payments 
  2. Click Save & Exit.

NOTES:

  • In the Standard edition or below, Fee Item frequency starts on the Renewal Month specified on the member's account and does not have an option within each fee assignment for a different month.

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