To request payment directly for a membership category, follow the steps below:
Step 1: Once in the membership category you wish to request payment for, tick the contacts you wish to request payment from.
Step 2: When the contacts you wish to request payment from are ticked, hover over ‘Actions’ and click on ‘Request payment’.
Step 3: A pop-up will then appear asking when you would like to schedule your payment for. You can select:
- Schedule payment request(s) now
- Schedule payment request(s) later
- No payment request(s) required
When you have decided which option is most appropriate, click the circle next to the option on the left-hand side and then click ‘Next’.
Once you have followed the above steps you will have successfully requested payment for a membership category.