Edit a Dues and Fees Item

Use the Edit Dues Tier window to update the details of an existing Dues and Fees item.

Steps

1. Click on the Payments tab on the vertical Dashboard menu at the left side of the screen.
2. Click on the Dues & Fees tab.
3. Find the item you want to edit and click the Edit (pencil) icon in the ACTIONS column.
4. Update the item across the four steps of the EDIT DUES TIER window: Invoice Details, Add Fees, Select Frequency, and Configure Invoice.
5. On the final step, check I Understand. and click Save to save your changes.

Fields You Can Edit

• Invoice Name and Amount — on the Invoice Details step, along with whether the tier is active and whether it’s required for member access.
• Fees — late fees and other add-on fees, configured on the Add Fees step.
• Frequency — how often the item is invoiced, set on the Select Frequency step.
• Whom would you like to invoice? — Invoice All Members, Invoice Individual Members, or Invoice Households (One Payment Per Address), along with any applicable household labels, set on the Configure Invoice step.

Note: Editing a Dues Tier can generate new invoices for members or households affected by the change. The window warns that any resulting duplicate invoices must be voided manually, which is why you must check I Understand. before saving.

To exit without saving, click Cancel or the X in the top right corner.