Choose a payment method

Add a fee to a member’s tab, charge a saved card, record a payment, or invoice a non-member.

Last updated 1 day ago

Registration and transfer reviews collect the fee on Fees & approval. The card is Registration Fees or Transfer Fees. The descriptions are Review and approve registration charges and Review and approve transfer charges. Approving the request itself is in Review a registration and Review a transfer.

Charged to is the person who owes the fee. Payment method is how it is collected. When the member has a saved card, that method starts on Charge card on file. Otherwise it starts on Add to member tab.

A birth notification is not charged.

Payment methods

Payment method	What approval does	Approve button
Add to member tab	Adds the amount to the member’s tab. It stays unpaid until you invoice it or record a payment. The note says the amount will be added to the member’s tab.	Approve & Add to Tab, then the amount
Charge card on file	Charges the member’s saved card. The note says the amount will be charged to the card on file.	Approve & Charge, then the amount
Record manual payment	Records the amount as already paid. The note says the amount will be recorded as a manual payment.	Approve & Record Payment, then the amount
Invoice	Creates an invoice for a non-member. The note says an invoice will be created and that you can send it from the confirmation screen.	Approve & Invoice, then the amount

Charge card on file needs a saved card and online payments. Connecting that is in Set up online payments. Without a saved card, the method reads Charge card on file (not available). Approving with it anyway shows This member does not have a card on file for approval payment.

Invoice is used when Charged to is a non-member. A member fee cannot be invoiced from this list. The message is Invoice payment is only available when charging a non-member. A non-member fee cannot use the other methods. The message is Non-member fees must be invoiced.

Skip the fee

The fee list includes Do not charge for this approval. The note under it is No payment will be collected for this approval. The amount shows as zero, and the button is Approve registration or Approve transfer.

The same button is used when the fee is already zero.

Membership applications

A membership application does not use this payment method list. Membership Fees shows Bill to and Payable when the member activates their account.

Waive fee on sign-up collects nothing. The note is No payment will be collected when the member signs up. The button is Approve Member. That review is in Review a membership application.

After the charge is on the account

An amount added to the tab shows on the member’s Payments tab until it is invoiced or paid. Sending that invoice or recording the payment is in Bill a member.

Receive payment on an open invoice records money already received. Payment method is Manual, Check, Wire, Other, Standing order, or Card. Reference no. is optional. Confirm with Record payment.

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