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My customer would like to change the account that I charge the monthly fees to each month. How do I make this change?

In order to edit the fees for new members, please perform the following steps:

  1. From the Main Menu, select Member Records.
  2. Select the member who would like the account changed.
  3. On the General tab of the member's record, simply click on the membership under the green Memberships rectangle. This will bring up the Membership Details screen.
  4. Click on Edit Membership in the lower right-hand corner of this screen.
  5. Click on the account hyperlink under the Account Information portion of this screen.
  6. Click New Account.
  7. Select the type of account you want to create and then click OK.
  8. Enter the appropriate account information and click Save.
  9. The new account is now listed on the Accounts on File screen. Click OK.
  10. Click OK in the lower right-hand corner of the Membership Details screen.
  11. Click Save on the General tab of the member's record.

Once you have completed these steps all future payments will be drafted from or charged to this new account.