How to Charge an Annual Fee to Members in Gym Assistant

How to Charge an Annual Fee to Members September 2024

Introduction
Provides the ability to add an annual fee to members.  During this process you can choose to charge the members immediately or for the fee to be added to the members profile to be charged with the next member billing.  

Before you begin create a backup file, refer to article How to Manually Create a Backup in Gym Assistant for instructions.  

• Click on Utilities > Special Features.

• Type Charge annual Fee to Members in the Lookup > click OK.

• Step 1: Specify Fee Parameters by clicking Edit Fee Parameters.

• Enter the Amount and Description > click OK.

• Step 2: Generate List of members by clicking Select Members.

• Select Filters for Member List according to members you would like charged the fee > click Generate List.

• Review the list and click Continue.

• Select members accordingly  > click Continue.

• Step 3: Process Charges by clicking Process CC Batch or Process ACH batch, depending, and if you would like to process the charge at that time.

• Click Process Payments accordingly.

• Click OK when ready to process transactions.

• Click Yes or No accordingly when asked to Send SMS/Email notifications for rejected payments?

• Click OK after the Credit Card Batch Report has been reviewed > click Done > click OK > click X at upper right when finished.

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• Step 4: as an alternative to charging the fee immediately, you can select Apply Charges to Members instead which adds the charge to the members next billing.  In this case, you will bypass Step 3 and instead select Step 4 and click Apply Charges.  

• Click Yes > click OK indicating Charge was recorded for members > click X in upper right corner to close the page.  

• The charges will appear under Current Balance in red on the profiles of each member the charge was applied to, and be included in the next membership payment due and processed. 

Article ID: 45
Created: June 19, 2024
Last Updated: September 25, 2024
Author: Suzette Cerko

Online URL: https://gymassistant.phpkb.cloud/article/how-to-charge-an-annual-fee-to-members-in-gym-assistant.html