How Do I Remove Automated Recurring Billing for Membership

 

In this article, we will cover how to remove Automated Recurring Billing (ARB) for memberships for your members. 

 

Through the CRM/ Administration page: 

Step 1: In the admin CRM, under the tab "Financial", hover over "Reports", and click on "ARB Membership". 

 

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Step 2: Find the name of the contact that you wish to remove the ARB payments for. Then select the trash icon. 

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Step 3: Then select "Confirm". 

 

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Congratulations, you have removed the ARB from the CRM side of Member365! 

 

 

By impersonating a contact and updating the ARB in the member portal: 

Step 1: In the administration or CRM page, search for the contact that you wish to remove the ARB from and select "Impersonate". 

 

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Step 2: Make sure that the top bar notes "You are currently impersonating [Name of Member]

Under "My Account", select "Membership". 

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Step 3: Select "Change this setting

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Step 4: Select "Confirm". 

 

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Congratulations, you have removed the ARB by impersonating a member! 

 

 

 

 

 

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