Link Paying Member

You are able to determine a PAYER relationship between two or more direct debit members.

1. Create all memberships as normal with the same payment method.

2. On the membership that is nominated as the PAYER go to the profile screen and click on Link Members and then Add New.

Find the husband/wife/child/employee that is being linked and select a relationship.  When you click on the Link button a second selection will appear.  Choose the PAYER from the list and click SAVE.

You will be presented with an option to automatically increase the payer's billing amount OR manually adjust the billing amount.  Indicate YES and the process will be complete.

A banner will now display on the PAYER to indicate that they are paying for another member.

You do not need to do anything to the other member record.  You will see that their profile will now display the relationship and that their payment method has been removed.

The PAYER'S change history page will now show the automatic adjustments that the system has made for you.

3.  If you have chosen ''manually adjust''  remember to Adjust the PAYER member billing amount to reflect the sum of member 1 + member 2 amounts.