Skip to main content
All CollectionsFor Financial AdminsTeam Billing
Team Billing: How to Create/Manage Individual Recurring Account Charges
Team Billing: How to Create/Manage Individual Recurring Account Charges
Updated over 8 months ago

This lets you add, edit, or delete individual recurring charges to a specific account.

  1. From the left navigation, click Org Tools > Accounts.

  2. Find the desired account and click the name.

  3. Click the Dues Schedule tab.

  4. Click Manage Charges.

  5. Click Edit or Delete by a current charge, or click + Add New Account Recurring Charge.

  6. Add or edit the information.

  7. Use a - for a discount, such as -25.

  8. Select Charge Monthly for every month or Charge Annually and then specific months within this option to charge whatever months you want.

  9. When finished, click Save.

Did this answer your question?