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Manage Recurring Payments

Complete the following procedure to manage recurring payments.

1. Navigate to the Process Payments screen.

   1. Log In to the Data Center Application to display the Data Center ribbon menu.

      

   2. Select Memberships > Process Payments from the main menu to display the Process Payments screen.

   

2. Sort and Filter Reporting Screen Data as needed to modify the list displayed on the screen.

3. Complete the following procedures as needed to select which payments to process for a member and when.

   Edit a Member's Billing Information	Click a member's Edit Billing Info button to display the member's Edit Billing Info window. If desired, enter a new due date in the Select a new due date in the future field to change the billing date. If desired, enter a new billing amount in the Next billing amount field to change the billing amount. Click the Submit button to display a verification window. Click the Yes button to close the window.
   Select a Member's Payment Details	Click a member's Payment Details button to display the member's Membership Payment Details window. Complete one of the following for each payment shown: Check a payment’s Delete checkbox to mark it for removal from the list of payments. (Uncheck the checkbox to leave the payment as is.) Check a payment’s Pay Fee(s) checkbox to select it for processing. (Uncheck the checkbox to deselect it for processing.) Click the Submit button to close the window. Note: If a payment’s Delete checkbox was checked, the system displays a deletion confirmation window. Click the Yes button to close this window.
   Select a Member's House Account For Processing	Check a member’s Pay House Account Balance checkbox to include the balance of the customer’s house account in the payment.

4. Use these controls to select/deselect members for processing:

   • Check a member’s checkbox to select it.
   • Uncheck a member’s checkbox to deselect it.
   • Check the Select checkbox in the column heading to select all members on the window.
   • Uncheck the Select checkbox in the column heading to deselect all members on the window.
5. Click the Submit button to process selected member accounts..