How to add a Recurring Billing when a Contact has an active membership without a schedule

When a membership is activated for a contact the system will automatically create the Membership Scheduled Billing needed to bill the contact for recurring dues. On the rare occasion that a scheduled billing is not created (perhaps you have removed all fees when adding the membership) you can generate the Membership Scheduled Billing by doing an upgrade. While you are not truly doing an upgrade this process will make it possible to pull a schedule in for the existing membership;

1. On the contact's Profile tab, click the the Actions button, in the Memberships section, for the membership you wish to upgrade. 

   

2. Click Upgrade Membership
3. On the Edit Membership Screen choose any other membership Type. Then, also from the Type dropdown, select the contacts existing membership type. This action will pull in the fee schedule associated to the membership.

   

4. Review Next Bill Date for accuracy.
5. Click Done