Modifying a member’s EFT billing details

When adding a new customer or editing a customer’s account you can modify their EFT details, such as billing amount, billing date and add-on products.

  1. Look up the customer in the main Data Entry window and click Edit Customer.
  2. Click the Membership tab.
  3. Under EFT Details you have the following options:
    - Dues: Enter the dues amount
    - Future Dues: Click to set up future dues on a temporary or permanent basis
    - Next billing date: Enter the date you wish the next dues to be billed
    - Choose if you wish to send a monthly billing email
    - Add on any products you wish to include in the dues
  4. Click OK to finish.

 

 

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