LegFi HQ: Scheduled Charges (How-to)

Schedule invoices to send to selected chapters, with the total calculated based on their members' Membership Types and the chapters' member counts as of a specific date. 

How to set up HQ Scheduled Charges: 

1. Log into LegFi as a LegFi HQ User. 
2. Navigate to the Invoices page.
3. Select Manage Charges > Scheduled Charges. 
4. Click New Charge. 
5. Enter the Charge Title and Charge Description.
6. Select the Ledger Account and Deposit Account from the drop-downs. 
7. Enter in the Amount Per Member that will be charged to the chapter(s). 
8. Choose the Charge Date and Active Date. 
9. Add a Late Fee and an Early Payment Discount if necessary. 
10. Choose the Membership Type that will be used to calculate the per-member charges.
11. Select the chapters that should be charged. 
12. Click Submit. 

How to manage HQ Scheduled Charges: 

Future Scheduled Charges

1. Log into LegFi as a LegFi HQ User. 
2. Navigate to the Invoices page.
3. Select Manage Charges > Scheduled Charges > Scheduled. 
4. Select the 3 dots under Actions. 
   • Click Delete to cancel the Scheduled Charge. 
   • Click Edit to update any of the charge criteria. 

Past Scheduled Charges

1. Log into LegFi as a LegFi HQ User. 
2. Navigate to the Invoices page.
3. Select Manage Charges > Scheduled Charges > Past.
4. Select the 3 dots under Actions. 
   • Click View to see all of the charge details. 
   • Click View Charges to see which chapters were charged, how much each chapter was charged, the chapter member counts, and per member cost. 
   • Click Clone to duplicate the scheduled charge.