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Billing a member (subscription)

This article covers the two ways to bill a subscription to a member.

Method 1: from the member's profile

  • Go to the profile of the member you want to bill.

  • Click the "Subscribe" button in the bottom right of their profile.

  • Select the subscription you want to sign the member up to.

  • Choose the payment method for the subscription. You can also add a note and a promotional code.

    Note: you can edit the billing date and select a past or future date depending on the situation. If you select a past date, you'll also need to choose the payment method for any past invoices linked to the subscription.

Method 2: from the subscription

  • Go to the "Products" tab, then "Contracts", and click the person icon to subscribe a member to the chosen subscription.

  • Search for the member you want to subscribe.

  • The rest of the process is the same as the first method. Choose the payment method the member will use for the subscription. You can add a note and a promotional code.

    Note: you can edit the billing date and select a past or future date depending on the situation. If you select a past date, you'll also need to choose the payment method for any past invoices linked to the subscription.

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