Create batch of recurring epayment transactions

Epayments can be manual or automatic. The setup is a bit different between the two options, but the monthly task of creating the batch with their billing transaction(s) is a single task that handles both types.

Definitions:

Manual epayments mean that the financial transaction is done using a 3rd party or other outside financial institution. You are using ChamberMaster / MemberZone to create the billing transactions (usually an invoice and automatic applied payment)

Automatic epayment using an epayment profile means that creating the batch actually charges the debit/credit card or the bank account using the epayment profile that is assigned to the fee on the members’ account.

Setup and assign either manual and/or automatic epayments fees based on your billing situation and then create the batch:

Setup and assign manual epayment fees

Setup and Assign automatic epayment fees

Create the recurring monthly epayment batch (for both manual or automatic epayments)