Update Value of an Individual Charge

The values for charges may need to be updated from time to time. This can be done individually or in bulk in preparation for membership renewal invoicing.

Click here to be redirected to the guide for bulk edits.

Quick Guide

Step 1 - Navigate to Configuration - Financials - Charges

Step 2 - Find the charge that you wish to update within the correct charge category. Click on the Charge Name or select Edit from the charge action menu

Step 3 - Click the + Variation button

Step 4 - This will open a dialog box (pop up), enter the new value and the date that new value starts. Click Save

• Invoices raised from the this date will include the new value
• If a future date is set any memberships added or renewed prior to this date will be invoiced with the previous value

Step 5 - Click the Save button to save the charge changes

Step by Step Guide

Step 1 - Navigate to Configuration - Financials - Charges

Step 2 - Find the charge that you wish to update within the correct charge category. Click on the Charge Name or select Edit from the charge action menu

Step 3 - Click the + Variation button

Step 4 - This will open a dialog box (pop up), enter the new value and the date that new value starts. Click Save

• Invoices raised from the this date will include the new value
• If a future date is set any memberships added or renewed prior to this date will be invoiced with the previous value

Step 5 - Click the Save button to save the charge changes