How do I set up an ongoing deduction for a member

To set up an ongoing deduction without an end date, you only need to enter the value and the applied date. No additional information is required. Simply follow these steps:

1. Access the Member Profile:

   • Log in to your account and navigate to the member's profile.

2. Select the Deductions Section:

   • Within the member profile, find the "Deductions" section.

3. Add New Deduction:

   • Click on the "Add Deduction" button.

4. Enter Deduction Details:

   • Input the deduction amount.

   • Select the applied date (start date).

   • Leave the end date field blank.

5. Save Changes:

   • Save the changes to apply the ongoing deduction without an end date.

Q2: Can I edit or remove an ongoing deduction once it's set up?

A2: Yes, you can edit or remove an ongoing deduction at any time. Follow these steps:

1. Access the Member Profile:

   • Log in to your account and navigate to the member's profile.

2. Edit or Remove Deduction:

   • Within the member profile, locate the "Deductions" section.

   • Find the ongoing deduction you wish to edit or remove.

   • Select the appropriate action (edit or remove).

3. Save Changes:

   • Save your changes to update the deduction information.

Q3: Are there any limitations to setting up ongoing deductions without an end date?

A3: While you can set up ongoing deductions without specifying an end date, it's essential to regularly review and update member profiles to ensure accuracy. Changes in member status or organizational policies may require adjustments to deductions.

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