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.
- Look up the customer in the main Data Entry window and click Edit Customer.
- Click the Membership tab.
- 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
- Click OK to finish.