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| + | #REDIRECT [[Assign Fee Item for Automatic Recurring Credit Card or ACH]] |
| − | <div style="text-align: left;">[[ChamberMaster_Billing-TableOfContents|Table of Contents]] | [[ChamberMaster_Billing-Assign_Bundled_Fee_Item_(Plus_edition_or_greater|Previous]] | [[ChamberMaster_Billing-View_report_of_all_assigned_membership_fee_items|Next]] | [[ChamberMaster_Billing-Index|Index]]</div>
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| − | <span>[[ChamberMaster_Billing-Getting_Started|Getting Started]]</span> : <span>[[ChamberMaster_Billing-Setup_Members’_Account|Setup Members’ Account]]</span> : Assign Fee Item for automatic recurring credit/debit card or ACH billing</div>
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| − | <div style="color: #808080; font-family: Cambria; font-size: 14pt; margin-left: 18pt;"><span id="wwpID0E0EQB0HA">Assign Fee Item for automatic recurring credit/debit card or ACH billing</span></div>
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| − | <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
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| − | <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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| − | <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
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| − | <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>
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| − | <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>
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| − | <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>
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| − | <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>
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| − | <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>
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