What this does: Shows a contact’s recurring fees (membership dues and other scheduled billing, such as donations) and lets you change them.
Applies to: GrowthZone staff with access to contacts and Finance.
Before you start: Changes apply to future renewals only. They don’t change invoices that already exist.
Time needed: About 5 minutes.
View a contact’s scheduled billing
Recurring fees sit on the contact’s Billing Setup tab in two sections.
- Open the contact record and click the Billing Setup tab.
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Review the two sections:
- Membership Scheduled Billing: created automatically when a membership is added. A membership with several fees shows as one line; click the membership link to see each fee.
- Other Scheduled Billing: other recurring items, such as donations.
Update scheduled billing
Change an amount, frequency or other detail for future renewals.
- On the Billing Setup tab, click the link for the schedule you want to change.
- Make your changes and save them.
Checkpoint: The schedule shows the new values.
Common pitfalls
- Can’t see individual fees: fees under one membership are grouped. Click the membership link to see each fee item.
- Expecting existing invoices to change: updates affect future renewals only. Fix an existing invoice on the contact’s Billing tab (see Edit an Invoice).