Difference between revisions of "Assign Fee Item for Automatic Recurring Credit Card or ACH"

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To assign a manual ePayment
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#For the desired members, click the '''Account''' tab.
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
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#:[[File:Fees and dues 2021.jpg|600px|center]]
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0DQB0HA">Click </span><span style="font-weight: bold;">Members</span> in the left-hand menu and select the desired member.</div></td>
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#Click the hyper-link for the fee item to which you wish to assign the manual ePayment.
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#:[[File:Assign manual epayment 2021.jpg|400px|center]]
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#Tick the '''Charge to ACH, debit or credit card''' check-box.
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#Select '''Use manual ePayment provider'''.
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#Click '''Save & Exit'''.
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        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0CQB0HA">Click the </span><span style="font-weight: bold;">Account</span> tab.</div></td>
 
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        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0BQB0HA">In the </span><span style="font-weight: bold;">Membership Fees and Dues</span> area, click <span style="font-weight: bold;">Assign Fee Items</span>.</div></td>
 
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        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">4. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0AQB0HA">Complete the </span><span style="font-weight: bold;">Assign a Member Fee Item</span> fields making sure to select the <span style="font-weight: bold;">Charge to ACH, debit or credit card</span> checkbox.</div></td>
 
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  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E06PB0HA">[[Image:ChamberMaster_Billing-Assign_Fee_Item_for_automatic_recurring_credit_2fd-CMBilling.1.023.1.jpg]]</span></div>
 
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        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">5. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E05PB0HA">Choose </span><span style="font-family: Calibri; font-size: 11pt;">Add new epayment profile</span> or select an existing profile if setup to automatically charge your member’s credit card or ACH or choose <span style="font-weight: bold;">Use manual epayment provider</span> if you are <span style="font-family: Calibri; font-size: 11pt;">billing the member using a 3rd party solution</span> or other outside financial institution and would like to have the billing transaction automatically created in the epayment invoice batch.</div></td>
 
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        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">6. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E04PB0HA">Click </span><span style="font-weight: bold;">Save and Exit</span>.</div></td>
 
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  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E03PB0HA">Note: To process these fee assignments, </span><span style="font-family: Calibri; font-size: 9pt;">create the monthly recurring epayment batch</span>.</div>
 

Latest revision as of 14:20, 22 February 2021

To assign a manual ePayment

  1. For the desired members, click the Account tab.
    Fees and dues 2021.jpg
  2. Click the hyper-link for the fee item to which you wish to assign the manual ePayment.
    Assign manual epayment 2021.jpg
  3. Tick the Charge to ACH, debit or credit card check-box.
  4. Select Use manual ePayment provider.
  5. Click Save & Exit.