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Browser - Members : Editing a Repeat Billing Item

Changing one member's recurring billing line from their Billing tab

A membership class sets the billing for everyone in it. Sometimes one member's line needs a different amount, a discount, or a note the billing team should see. The Edit Billing Item window is where you open one member's recurring billing line and change the fields that take input.

Finding the billing item
  1. Click Customers in the left navigation and open the Members tab.
  2. Find the member and choose View/Edit from the three dot menu on their row.
  3. In the member's profile, select Membership from the menu on the left, then the BILLING tab.

The tab lists the member's repeat billing items, one row per billing item, showing the amount, discount, processing amount, frequency, tax, and grand total for each.

Editing the item
  1. On the billing item's row, open the action menu and select View/Edit.
  2. In the Edit Billing Item window, change what needs changing. Five fields take input:
  3. Description
  4. Amount
  5. Discount %
  6. Processing Amount
  7. Notes
  8. Click Save, or Cancel to close the window.

The other fields in the window, Class Type, Frequency, Tax Rate %, Tax Amount, Grand Total, Strategy, and Sub-Member Limit, are shown for reference and are not edited here.

Use Notes for the reason behind the change. A month from now, the person reconciling billing will want to know why this member's line differs from the class.

Common Questions

I opened the window and clicked Cancel. Did anything change?

No. Cancel closes the window without saving.

Can I change the frequency or the tax rate here?

Not in this window. Those fields are shown for reference; the editable fields are Description, Amount, Discount %, Processing Amount, and Notes.