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.
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.
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?