Difference between revisions of "Manage Account Information"
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− | + | The '''Account''' tab in the '''Members''' module is where you will view and manage financial account settings for each member in your assocation. | |
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− | + | *Check current member balance | |
− | + | *Change billing rep or renewal month | |
− | + | *Setup automatic recurring credit card or ACH billing | |
− | + | *Assign fees and dues or create a single invoice | |
− | + | *View transaction history | |
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Latest revision as of 21:36, 26 October 2015
The Account tab in the Members module is where you will view and manage financial account settings for each member in your assocation.
- Check current member balance
- Change billing rep or renewal month
- Setup automatic recurring credit card or ACH billing
- Assign fees and dues or create a single invoice
- View transaction history