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Manage and Track One-Time Charges

Manage and Track One-Time Charges

Also searched as: edit a one-time charge, one-time charge summary, OTC tracking

Overview

Once you've created a One-Time Charge (see "How do I create a One-time charge?"), go to Payments > One-Time Charges to track how it's performing and adjust its settings.

One-Time Charges List

The list shows every charge you've created, with columns for Charge Name, Created Date, $ Charge (or "Flex" if the amount is flexible), $ Collected, and # Purchased. Use the row actions to Edit a charge or View Summary for more detail on its activity.

 How to Edit a One-Time Charge

  1. Go to Payments > One-Time Charges.
  2. Click Edit on the charge you want to update.
  3. Update any of the following:
  • Charge Name and Charge Description (both required)
  • Allow Flexible Payment Amount — lets the payer choose how much to pay instead of a fixed amount
  • Amount — the fixed charge amount (if flexible payment isn't enabled)
  • Collect Local Sales Tax — applies sales tax to this charge
  • Enable Service Fee — passes a transaction fee onto the payer
  • Allow multiple purchases per transaction — lets a payer buy more than one of this item at once
  • Select Applicable Member Groups (Tags) — limits who can see and purchase this charge to members with specific tags. Click Add Tags to open the full tag picker.
  • Image — click Upload New Image to add a photo representing this charge
  • Information Form — attach one of your existing Custom Forms to collect additional information from the payer at checkout
  • QuickBooks Account — choose which QuickBooks account this charge's transactions sync to, if different from your default
  • Allow non-member payment — lets non-members purchase this charge
  • Activate One-Time Charge — turns the charge on or off


4.  Click Save to apply your changes, or Cancel to discard them.

 Creating a New Charge

Click Add New Charge from the One-Time Charges screen to start a new one using the same set of fields described above.

Managing Charge Notifications

Click Email Management on the One-Time Charges screen to configure the email notifications tied to charge purchases.