Manage Member Payments & Billing
Changing Membership Levels / Billing For Member
You can change the membership level and type of billing for your members at any time. Click on the Members card to open the account Click on Membership Billing From here you can see your members’ current membership level, add-on(s), expiration date ...
Manage Tax Exemptions
If you have set up taxes, some of your members may be exempt from these taxes. A member can be exempted from tax on their membership automatically if the Do not tax field is enabled on their account. Steps to Enable the "Do Not Tax" field Step 1: ...
Invoice Email
This email is sent after one of the following actions occur: An admin clicks on an unpaid invoice in the member’s timeline and clicks the Email button at the bottom of the invoice details to send the invoice. The Allow members to request/generate ...
Manually Record an Invoice Payment
Steps to record a payment for an invoice Go to MembershipWorks > All Accounts and click on the member's account. Click the Create New Entry link directly above the member's timeline. Next to Type select Invoice Payment from the drop down. Next to ...
Refund a Membership Payment
You can follow the steps below to refund a membership payment: Go to MembershipWorks > All Accounts and click on a member's account. Click the Membership Payment entry in the member's timeline. Click the Refund button at the bottom of the payment ...
Invoices
Invoices are a flexible way for you to bill members for anything not paid through the Member Sign Up form, membership renewals in the Member Manage form, event registrations or Forms/Carts/Donations. For example, you can use it for incidentals, ...
Manually Record a Renewal Payment
You will need to record renewals manually when: members make an offline or check payment to you, and you need to update the account accordingly to reflect that you have received the payment and that the member's account is in good standing. the ...
