Billing: Add/edit/delete individual recurring account charges
Admin Level - Superuser
This lets you add, edit, or delete individual recurring charges to a specific account.
- Go to Account Admin.
- Chameleon users: In the side menu click Team Admin > Account/Member Admin.
- New CMS users: In the side menu click Team Tools > Accounts.
- Find the desired account and click the name.
- Click the Dues Schedule tab.
- Click Manage Charges.
- Click Edit or Delete by a current charge, or click + Add New Account Recurring Charge.
- Add or edit the information.
- Use a - for a discount, such as -25.
- Select Charge Monthly for every month or Charge Annually and then specific months within this option to charge whatever months you want.
- When finished, click Save.