Automated Payment

This function is used to batch charge all member with an on account balance for each payment period. It will charge the balance at the end of the chosen month. This function creates a CSV file that can be used to upload to a payment provider that provides the capability to upload and apply payments to a stored profile.

The file is in the following format:

Member ID, Last name, First name, Amount

1. Click Admin
2. Click Customers
3. Search and select a customer. 
4. On the Member Type tab, check the box for Apply Auto Payment
5. Click Set Auto Payment
6. Select the appropriate payment type - this will be the payment type used for the transaction created to reflect the payment.
7. Click Save

Applying Auto Payments

1. Click Admin
2. Click Customers
3. Click Batch/Automated Payment
4. Click Automated Payment
5. Select the month the payment is being applied. 
6. Click Generate Payments
7. Click Apply and Create CSV File

The CSV file can then be sent to the credit card company/bank for the charges to be applied to the member’s credit card.