Assign Fee Item for Automatic Recurring Credit Card or ACH

1.	Click Members in the left-hand menu and select the desired member.

2.	Click the Account tab.

3.	In the Membership Fees and Dues area, click Assign Fee Items.

4.	Complete the Assign a Member Fee Item fields making sure to select the Charge to ACH, debit or credit card checkbox.

5.

Choose Add new epayment profile or select an existing profile if setup to automatically charge your member’s credit card or ACH or choose Use manual epayment provider if you are billing the member using a 3rd party solution or other outside financial institution and would like to have the billing transaction automatically created in the epayment invoice batch.

6.	Click Save and Exit.

Note: To process these fee assignments, create the monthly recurring epayment batch.

Remove a Manual Epayment

1. For the desired members, click the Account tab.

   

2. In the Membership Fees & Dues section, click the hyper-link for the fee item from which you wish to remove the manual Epayment

   

3. Clear the Charge to ACH, debit or credit card check-box.
4. Click Save & Exit.