Find the desired agreement and go to "Subscription". Here, you will find "+ Extra Payment" in the lower right corner under "Payments".
By default, the purpose accounting code and amount will be the same as on the agreement, but you have the option to change them. The charge will be processed as soon as possible, depending on the payment method linked to the agreement.
Remember documentation for the extra payment
Always remember to document the charge of an extra payment. It is always the organization's responsibility to be able to document the basis for the extra charge:
- For memberships: Check the bylaws and terms. Also remember to consider the member's experience and loyalty. It is good practice to inform the member that their dues are missing and that a charge is therefore on its way outside the normal schedule. Some members cancel informally simply by letting the payment fail.
- For donations: You must always be able to document the donor's explicit consent for the extra amount.
Therefore, only use this feature when you have clear documentation showing why the amount may be charged.