PortalProdigy - The Complete Internet Interaction Management System for Small Business and NonProfits
Search for Membership Applications

Automatically Bill Member’s Credit Card for Membership Renewals and Recurring Fees

 

 

  1. Read chapter of Administrator Manual titled “Membership Features in Detail”.

  2. Click on the Memberships Browse icon on the Site Administration Menu to access the Search for Memberships Page.

 

  1. Enter the criteria that will filter for the memberships you are researching. For example Application Status = Pending.

 

  1. Click the Search button.

 

  1. In the Found memberships table, click on the edit icon in the Membership Column for the desired member and membership type. (Note: A single member could hold several different membership types and thusly be listed multiple times in the Found Memberships table).

 

  1. Enter or verify recurring fees.

 

  1. Enter or verify Credit Card information.

 

  1. Set Automated Charges on Credit Card to Yes

 

  1. When membership billing process occurs, this member will be billed if appropriate.