This lets you add, edit, or delete individual recurring charges to a specific account.

  1. From the left navigation, click Team Tools > Accounts.

  2. Find the desired account and click the name.

  3. Click the Dues Schedule tab.

  4. Click Manage Charges.

  5. Click Edit or Delete by a current charge, or click + Add New Account Recurring Charge.

  6. Add or edit the information.

  7. Use a - for a discount, such as -25.

  8. Select Charge Monthly for every month or Charge Annually and then specific months within this option to charge whatever months you want.

  9. When finished, click Save.

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