Filter Recurring Member Payments

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The recurring member payments list can be filtered for a few different reasons. One is to narrow down the list by criteria to find specific records. Another is to give you a count and dollar value of recurring member payments, based on your selected criteria. 

As an example, if you wanted to know how many recurring member payments you have that recur on a monthly basis, you could filter the list by Recurring Frequency and choose "Monthly". Click the "Filter List" button. You will see the total records label above the list has changed and gives you a total count and dollar amount of all recurring member payments that happen monthly. The list has also changed and displays only the recurring member payments that happen monthly.

To get started, select either General Financials or Membership > Recurring Member Payments - from the main menu on the left hand side of the screen.

 
 

This will open your Auto-Scheduled Recurring Membership Fees list. To filter the list, click the "Filter List" button.

 
 

The Filter List panel will open above the auto-scheduled recurring membership fees list...

 

 

Choose criteria to filter the list. Use as many of the filters as you need, you can choose one or many items depending on how you would like to narrow your results. Recurring membership payments can be filtered by:

  • Member ID
  • Department/Chapter
  • Membership Level
  • Member Payment Category
  • Fund
  • Account
  • Payment Type
  • Payment Point of Entry
  • Recurring Frequency
  • Last Scheduled Payments Made Date Range
  • Payment Amount ($) Range

Click the "Filter List" button and the list will display only the recurring membership payments that meet the selected criteria.