How to Use Offset Charge Feature

Modified on Thu, Nov 21 at 3:25 PM

Offset- Default (Yes/No) is a setting when viewing active billing types that allows a user set a Billing type to a default option charge

Navigate to the ACCOUNTING tab
Under the Collect column
Select Billing Types

Select the Organization that you want to work with
Select the billing type that you want to have the offset charge, the card for that billing type will be expanded( for example, if you want to control the billing type offset for initiation fee, you will click the initiation fee folder

Default offset charge field can be defaulted to Yes/No

SETTING OFFSET CHARGE TO READ-ONLY

Read-only (Yes/No) is a setting when viewing active billing types that allows the user to set a Billing Type Offset to Read Only or Not.

If the Read-Only offset charge field is set to Yes, the offset charge cannot be edited by the user.
If the Read-only offset charge field is set to No, the offset charge can be edited

PROCESSING THE OFFSET CHARGE on the Payments/Account Adjustments window

Navigate to the Accounting tab
Under the collect folder, click Payments/Account Adjustments
Select the organization that you want to work with

From the roster, select a member
On the selected member’s profile, click the +Add billing type button

From the drop down, select the billing type that was previously selected. Example (initiation fee).
Enter an amount and try changing the default setting. It will automatically revert to the previous setting

The default offset charge should not automatically default to the previously setting. For an example, if the default setting was set to yes, it should be able to navigate between yes/no