Recurring Member List screen

The Recurring Member List screen allows the user to renew a recurring billing membership or update its associated billing information.

Use the Recurring Member List screen

Select Memberships > Recurring Member List from the main menu to display the Recurring Member List screen.

Complete the desired procedure(s) with onscreen features.

Grid Layout Controls

Complete the following to save a layout:

Select the desired combination of filters, sorts, groupings, etc.
Enter a name for the layout in the Default Grid Layout field.

Note: Some screens allow the user to modify and save changes to the default (Default Grid Layout) layout, though most do not.
Click the Save button beside the field to save the current layout under the name in the field.

Select the desired layout from the Default Grid Layout drop-down to recall that layout.

Note: Select the Default Grid Layout option to recall the default layout.

Use these controls on the screen as needed to modify the list.

Enter a term (string of characters) in the Search field to display only records containing that term.
Click the Clear Search (X) button to undo the Search field filter.
Click the Clear All button to undo all filters.
Click the Toggle Filters button to display filter controls at the tops of the columns. (Click again to hide the controls.)
Click the Export to Excel (Table) button to export the data to an Excel file formatted like the screen.
Click the Column Chooser button to hide or display individual columns.

Edit button

Click a member’s Edit button to display his/her Credit Card Information window.

Credit Card Information Window fields and controls

Submit button

Click the Submit button to save changes.

Renew Membership button

Click the Renew Membership button to renew the membership.

Note: Required fields and settings are displayed with red borders.

First Name	Enter the card holder's first name as it appears on the card.
Middle Initial	Enter the card holder's middle initial as it appears on the card.
Last Name	Enter the card holder's last name as it appears on the card.
Credit card number	Enter the credit card number.
Expiration Date	Enter the card's expiration date.
Billing Address	Enter the street address for the card holder's billing address.
Billing City	Enter the city for the card holder's billing address.
Billing State	Enter the state for the card holder's billing address.
Billing Zip	Enter the ZIP code for the card holder's billing address.