Aug 24, 2022
When a membership is activated for a contact the system will automatically create the fee schedule needed to bill the contact for recurring dues. On the rare occasion that a fee schedule is not created (perhaps you have removed all fees when adding the membership) you can generate the fee schedule by doing an upgrade. While you are not truly doing an upgrade this process will make it possible to pull a schedule in for the existing membership;
- On the contact's Profile tab, click the the Actions button, in the Memberships section, for the membership you wish to upgrade
- Click Upgrade Membership
- From the Type drop down choose any membership type. Then, also from the type dropdown, select the contacts existing membership type. This action will pull in the fee schedule associated to the membership.
- Review Next Bill Date for accuracy.
- Click Done