Create Member Ezidebit Account and Invoice

Modified on Tue, 29 Mar 2022 at 05:54 AM

Create an Ezidebit account for a member, apply payment plan and raise invoice

Step-by-Step Process

Search for the member
Select Membership tab
Set Payment Method i.e. Direct Debit or Ezidebit
Set Payment Plan
Set Payment Plan Type
Add any default Charges that apply i.e. Direct Debit Fee

Select the Ezidebit Reference icon
- Clients with XClub Version 1.0.27+ will find the Ezidebit Reference icon located under Account Information tab
Select Add to Ezidebit
Enter member bank details, select Update

Select Account (Invoice) tab
Select Create Invoice icon
Set invoice dates
Tick Create Payment Plan check box
Select Create
Invoice will be created with the payment plan