Mar 21, 2023
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If your member wishes, you can setup your system to automatically charge recurring fee items to their stored credit card or bank account.
- On the contact's Billing Setup tab scroll to the Membeship Scheduled Billing section.
- Click the hyper-link for the scheduled billing item to which you wish to add a stored profile.
- The Edit Recurring Fee Item dialog box will be displayed.
- In the Automatic Payments section choose from the following options:
- All membership Items: All items associated to the membership (including any voluntary items) will be charged to the profile
- Only required membership items: Choose this option if you wish to exclude voluntary items
- Select the desired Payment Profile from the drop-down list
- Click Done
For further information on how the stored payment profiles will be charged see Invoice Processing for Stored Payment Profiles.