Admin Level - Superuser

This lets you add, edit, or delete individual recurring charges to a specific account.

  1. Go to Account Admin.
    1. Chameleon users: In the side menu click Team Admin > Account/Member Admin.
    2. New CMS users: In the side menu click Team Tools > Accounts.
  2. Find the desired account and click the name.
  3. Click the Dues Schedule tab.
  4. Click Manage Charges.
  5. Click Edit or Delete by a current charge, or click + Add New Account Recurring Charge.
  6. Add or edit the information.
  7. Use a - for a discount, such as -25.
  8. Select Charge Monthly for every month or Charge Annually and then specific months within this option to charge whatever months you want.
  9. When finished, click Save.

See Also
Accessing the Additional Account Charges Report for All Accounts
Adding Customization to your Account Member Admin User Interface