Add New Recurring Payment to Member

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Revision as of 23:29, 19 July 2017 by Laz (talk | contribs) (Created page with "#In the navigation menu on the left, select "Sales". #In the top menu of the sales pane, select "Members". This will bring up a list of active members. #Scroll to the member...")
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  1. In the navigation menu on the left, select "Sales".
  2. In the top menu of the sales pane, select "Members". This will bring up a list of active members.
  3. Scroll to the member that you wish to add a recurring payment to, and click the drop down menu on the right hand side. Select "Create Pledge".
  4. This will bring up the pledge screen.
  5. Click "Make Recurring" at the bottom center of the pledge screen.
    1. Confirm that name in the upper left is correct on the pledge.
    2. Set the type to "Scheduled".
    3. Leave "Create _ Days in Advance" field blank.
    4. Set the interval to "Monthly", to execute on the "1st" day of every "1" Month.
    5. Set the start date for first invoice to be sent.This should be the due date for the member's dues. Per the policy of Knox Makers, if the member pays to join before the 15th of the month, their dues count toward the current calendar month, so the date should be