Mobile: How to Add a Charge
Updated over a week ago

How to Add an Individual Charge

  1. From the left navigation menu, tap Membership > Billing Manager.

  2. Find the account you would like to add a charge item to. You can search first name, last name, or a combination of both.

  3. Tap on the name to go to the individual ledger or tap on the actions icon.

  4. Tap + Charge.

  5. Enter the charge title and note.

  6. If you need to update the date, tap the pencil icon and choose a new due date.

  7. Tap + Charge Item.

  8. Next, add the Charge Item and a description. Choose the charge type and associate the Charge Category. Finally, add the amount of the Charge Item.

  9. Charges, Discounts, and Coupons will all work as they do on the web.

    • Charges will add an amount due to the user. You must have a charge before applying a discount or coupon.

    • Discounts will subtract an amount from the balance. They can be created as a percentage or a dollar amount using the drop-down in the “Amount” box.

    • Coupons will subtract a dollar amount from the balance.

  10. Add as many charge items as needed, repeating step 7 as many times as necessary.

  11. If you need to edit a charge item, simply tap on the specific item, edit it, and save. You can also delete an item as well if you need to.

  12. When finished, tap Create to add to the account without making a payment, or tap Create & Pay... and follow through with the payment processing.

How to Add a Charge In Bulk

  1. From the left navigation menu, tap Memberships > Billing Manager.

  2. Select the accounts to which you'd like to add the bulk charge.

  3. Tap Bulk Actions > Bulk Post Charges from the lower right corner.

  4. Enter a title, description, due date, and charge details.

  5. Select whether or not this charge will immediately process for those with electronic payments set up. You may also waive the electronic processing fees.

  6. When satisfied, tap Post Charges.

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