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.

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