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Charge and Record Renewals from Timeline

Posted on Sep 13, 2018 by MembershipWorksJan 8, 2020

You can now record and charge a credit card when renewing a member manually from the Timeline, when a member provides their credit card information to you over the phone or in person.

Click on “Record Renewal” or “Renew” from the member’s account*, then select “Charge amount to a credit card” under Action. You will then be able to enter the credit card to charge for the renewal amount.

* Note that you cannot record renewals manually for members on automatic recurring billing.

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