General Billing

How Do I Cancel Payment Subscriptions - Orders
There are 3 ways to cancel the member's subscriptions:  1. Transaction History 2. Member's area under Subscriptions 3. Member's area under...
How To Download Invoices
We have an add-on called: "Downloadable PDF Invoices" that allows all members to view or download their invoices from their accounts.  To chec...
How To Manually Bill A Member / Create A Subscription For A Member
At any moment, the site can create a subscription (recurring or one-time payment) for a member of the directory. Keep in mind that when someone signs up fro...
Cancellations from Member's Perspective
This guide outlines the steps for members to cancel their accounts. 1. In their dashboard, members should navigate to the left sidebar, where they will ...
Signing Up As A Member
When the Membership Plans have been set up, we recommend performing a few tests to make sure the payment gateway was properly set up prior to launching the ...
Upgrades/Downgrades From Members Perspective
The following steps outline the procedure for the members to use in order to upgrade to a higher membership level or downgrade from a paid to a free members...
How Refunds work
The billing module allows the Admin to issue a refund for transactions completed through the site. Important: Please read the following disclaimer. Bri...
Managing Member Credit Cards
This article covers how to do the following from the Admin area of the site: How to check if a member currently has a credit card on file. How to a...
Modifying Invoices
We will start this article by explaining how to download invoices (Add-on). If needed to know how to edit the invoice information please scroll down to the ...
Member Signups - Errors and Notifications
This article explains what the system does when a member tries to sign up for a Free or Paid Membership Plan but for some reason, the system doesn't all...