Delete a Dues and Fees Item

If a Dues and Fees item no longer serves its purpose, delete it.

  1. Click on the “Payments” tab on the vertical Dashboard menu at the left side of the screen.
  2. Click on the “Dues and Fees” tab.
  3. In the “DUES and FEES” window that opens, locate the item you want to delete.
  4. In the “ACTIONS” column, click on the Edit icon (pencil).
  5. In the “EDIT DUES TIER” window that opens, set the “Would you like to activate this dues tier?” radio buttons to “No.” Click on the “Save” button to save your changes.
  6. In the “ONE-TIME CHARGES” window, activate the “Show Inactive Charges” toggle switch at the top right.
  7. Locate the item you want to delete. In the “ACTIONS” column, click on the “Delete” icon (blue trash can) to delete the item.
  8. In the “DELETE ONE-TIME CHARGE?” window that opens, click on the “Remove” button to complete the deletion.
  9. To exit the process without deleting a “Dues and Fees” item, click on the “Cancel” button, press the “Esc” key, or click on the “X” in the top right corner of the window.
    • Note that deletion of a Dues and Fees item cancels future invoices but does not affect existing invoices. (To learn how to delete existing unpaid invoices, see the “Delete Unpaid Invoices for Dues and Fees” item in these instructions.)