Update Value of Multiple Charges - Bulk Editing

Modified on Fri, 17 Jan at 8:28 AM

When preparing for renewals, you can update your membership charges in advance in a bulk action.

For instructions on how to change an individual charge value click here


Step by Step Guide


Step 1 - Navigate to Configuration > Financials > Charges




Step 2 - Click the Update Charges button located on the Manage Charge Categories screen




Step 3 - 

  • Enter the variation date for the new values to take effect from
    • This variation date is generally set to the beginning of the next membership period
  • Enter a new value for each charge that requires a change (leave empty if the value is to remain unchanged)
  • Tip: you can change the Pro Rata Method by selecting the new method from from the Pro Rata drop menu




Step 4 - Once all new charge values have been entered, scroll to the bottom of the page and click Save.



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