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Must know
  • Open the charge from Financials > Recurring Billing (click the row or choose Configure), then click Edit. You need the Edit Financials permission to see it.
  • A custom amount replaces the product’s price and any renewal discount. Tax and fees still apply on top. Clear it to go back to the product’s price.
  • Moving the billing date asks whether to leave the skipped days unbilled or bill them pro rata, and you confirm a before-and-after preview before anything saves.
Where to find it. On Financials > Recurring Billing, click a row or choose Configure from its menu. The charge’s page shows:
1

Click Edit

Click Edit in the header. If the row holds more than one charge, each charge has its own Edit on its card under Source.
2

Change the fields

In Edit recurring charge, change Amount, Frequency (Monthly or Yearly) or Billing date (a day of the month from 1 to 31). Leave Amount empty to bill the price the charge comes from. Leave Billing date empty (it reads “Organization billing date”) to bill on the club’s billing day.
3

Review and confirm

Click Review change. Confirm this change shows the next charge’s date and total (with tax and fees) now and after the change. Make any choice it asks for, then click Confirm change. Nothing saves before this.
The amount. Clear custom amount returns the charge to the product’s price from the next charge. A price typed on a program or membership invoice line applies to that invoice only. Recurring billing keeps the product’s price unless you change it here. The frequency. It changes how often the charge bills, not how much. A Per session charge can’t change frequency. Only monthly charges keep their own billing date, so if the charge has one, switching to Yearly clears it: tick Clear them and switch to yearly billing to go ahead. The billing date. Days 29, 30 and 31 bill on the last day of shorter months. The charge already scheduled stays put. The new date starts with the cycle after it. For the skipped days, pick one: Locked fields. On a rate-card charge (Source shows a Rate card row), all three fields are locked and each says why. A paused charge’s restart date. The Pause row under Source has Change restart date. Pick a date after today, or clear it to restart by hand, then click Update restart date. Related: What are recurring charges? · How do I pause, resume, or cancel a recurring charge? · How do I change a member’s price, dates, or pause billing? · How do I restart a cancelled recurring charge?