How to Charge a Member for an Outstanding Balance Manually

Overview:

Use this process to manually charge a member for any outstanding balance not automatically billed.

1. Go to ‘Settings → My Sales Settings → Member Charges.’

2. Click ‘+ Add Charge.’

3. Select the member under ‘Please Select User.’

4. Enter the amount and description in their respective fields.

5. Click ‘Create Charge’ to process the payment.

Note: Managing Charges:

• You can view all existing member charges and their payment status.
• Only charges with a Pending status can be deleted.

📌Important: Member Approval Required

• The charge will stay in Pending status until your member approves it.

• After submitting the charge please inform your member to approve it by following these steps:

Steps for a Member to Approve Their Pending Payment: 

1. Log in to their member account.
   

2. Go to Profile → Payment Settings.
   
   

3. Under 'Your Charges,' click 'Settle Charge' to confirm the payment.