> For the complete documentation index, see [llms.txt](https://help.peoplevine.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.peoplevine.com/products/control-panel-overview/charging-payments-overview/charge-card.md). # How to Charge a Member ### Before you begin (Prerequisites) * **Permissions**: Administrator, Supervisor, Manager, Support, Waitstaff, or Account Rep. See: [How to Manage Users and Permissions](/products/control-panel-overview/admin-overview/manage-roles-permissions.md). * **Payment Processor**: A payment processor must be connected. See: [How to Link a Payment Processor (Stripe/GoCardless)](/products/control-panel-overview/admin-overview/link-payment-processor.md). ### Instructions > **Important:** Both options below create a **general transaction** — it is not itemized, so the member will see "General Transaction" on their portal statement without detail of what they were charged for. If the member needs to see what they were charged for, create an order instead — this produces an itemized receipt. See: [How to Create an Order](/products/control-panel-overview/charging-payments-overview/create-order.md). #### Step 1 — Find the person **Option A — From the global transactions page:** 1. Navigate to [**SELL > View Transactions**](https://control.peoplevine.com/transactions). 2. Click **CHARGE A PERSON** (top right). 3. Search for the person and click the radio button next to their name. 4. Click **USE THIS PERSON**. > **Note (Pro Dash):** In Pro Dash, use **SELL > TRANSACTIONS > Charge a Person** to navigate directly. **Option B — From the member's CRM profile:** 1. Navigate to [**CRM > View People**](https://control.peoplevine.com/customers) and open the member's profile. 2. In the left sidebar under **Subscriptions & Transactions**, click **Charge \[Name]**. #### Step 2 — Complete the charge form 5. Under **Charge Details**, enter the **Amount**. 6. Set the **Invoice Date** (defaults to today — change to backdate the charge if needed, e.g., recording a paper check received on an earlier date). 7. Set **Discount** and **Tax %** if applicable. 8. Optionally fill in **Invoice Number** (applied to QuickBooks if integrated), **Select Affiliate**, **Set Transaction Location**, and **Notes** (for internal use only). > **Note**: Notes on a general transaction are internal only — there are no external or member-facing notes. The member's statement will show no detail of what the charge was for. If the member needs to see a description, use an order instead. See: [How to Create an Order](/products/control-panel-overview/charging-payments-overview/create-order.md). > **Note (Tax)**: General transactions cannot be tied to a product, so individual **Tax Groups don't apply** here. Tax comes from the platform's **Default Tax Amount** (Settings & Tools > Platform Settings > MANAGE TAXES). If you need itemized tax control on this charge — for example, applying a specific Tax Group — create a product and charge it via an order in the Virtual POS instead. See: [How to Create an Order](/products/control-panel-overview/charging-payments-overview/create-order.md) and [How to Configure Tax Groups](/products/control-panel-overview/admin-overview/configure-tax-groups.md). 9. Under **Payment Information**, select a **Payment Processor** from the dropdown, then select the **Payment Type**: * ACH (eCheck), Credit Card, Wire, Cash, Paper Check, Voucher, Gift Certificate, Entry, or Invoice 10. Select a saved payment method from **Use a Payment on File** or enter new payment details. 11. Click **PROCESS CHARGE**. > **Note**: Selecting **Invoice** as the Payment Type does not charge immediately — it creates an invoice on the member's account, collected during the next auto-sweep cycle. ### Common use cases * **Day pass fee**: Charge a guest or non-member a one-off day pass fee. Register the person first under **CRM > View People > REGISTER PERSON** if they don't have a CRM profile, then follow the steps above. * **Backdated payment**: Use the Invoice Date field to backdate a charge (e.g., recording a paper check received on an earlier date). ### What Happens Next * **On the billing side**: The transaction appears in [**SELL > View Transactions**](https://control.peoplevine.com/transactions) with a **Processed** status. * **Next step**: If you need to reverse this charge, see: [How to Process a Refund](/products/control-panel-overview/refunds-adjustments-overview/process-refund.md). *Last updated: 2026-05-24* --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. 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