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Home > Contacts > Manage Contact Billing > Assign Payment Profile to Recurring Fees
Assign Payment Profile to Recurring Fees
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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.


  1. On the contact's Billing Setup tab scroll to the Membeship Scheduled Billing section.

  2. 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.

  3. 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
  4. Select the desired Payment Profile from the drop-down list
  5. Click Done


For further information on how the stored payment profiles will be charged see Invoice Processing for Stored Payment Profiles.


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