How to Create Custom Charges

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This article will take you through; 

  1. What are custom charges?
  2. How to create a custom charge
  3. Next steps and additional support

What are custom charges?

A custom charge is a once-off charge for a client, which is not related to a particular service or membership. There are many reasons why custom charges might be useful; you can reduce the cost of a membership, offer a special discount or add in a bank transfer log to a client's profile. 

How to create a custom charge

To add a charge to a member, follow the steps below:

  1. Use 'Global Search' to search for the client you would like to add a custom charge to and click into their profile or locate the client from the 'Client' tab
  2. Click the 'Custom Charge' button
  3. Add the amount the charge should be and select the payment method: cash, card, bank transfer, etc
  4. Add a description to your custom charge e.g. Late payment fee, locker.
  5. Click 'Charge'

Member_CustomCharge.gif

This charge will be visible under the 'Transactions' tab of your member's profile, for future reference and will be visible in your 'Transaction' report. 

Next steps and additional support

For more information on payment processing click here; 

For additional support reach out to support@glofox.com and we will be happy to assist you. 

 

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