Mass Charging on Aging Report (Portal)
Step-by-Step Instructions
2. On the left Navigation bar find Reports and click.
3. Under Reports, scroll to Charges and click, then click Aging under the Charges tab.
4. In the Charges Aging Report, you can run a report for all membership types by clicking the Run Report Button, or filter by as many types as you would like and then Run Report.
5. Once your report has the Membership Type you would like to charge, you have a few different options on how and what to charge the individuals.
6. You can individually check the boxes in the furthest left column to only charge certain members or click the "Select All" button to charge the full report.
7. There are two amounts that you can select all and charge:
- You can "Select All" and "Charge Payments" for any outstanding balances members may have.
- You can "Select All" and "Access Late Fees" for any members who have accrued Late Fees.
Both of these ways to charge are listed in the center of the page above the report.
8. Once you have selected the members you want to charge either Full Amounts or Late Fees, click the red "Charge Payment" button or "Access Late Fees" button.