Demonstrate a direct debit payment
- Access your Memberbase dashboard.
- Navigate to “contacts”.
- Select a contact and click on “view”.
- Select a mandate.
- Ensure the mandate selected is active.
- Click the finance button and navigate to the contact’s invoice.
- Click on “view” to access the detail page.
- Click on the “settle invoice drop-down and select “charge invoice”.
- Input the required fields.
- Finally, click the “Yes, charge invoice” button.
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