> 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/membership-setup-overview/configure-program-billing.md).

# How to Adjust Billing for a Membership Program

### Before you begin (Prerequisites)

* **Permissions**: You must be an **Administrator**, **Supervisor**, **Manager**, **Support**, or **Account Rep**. See: [How to Manage Users and Permissions](/products/control-panel-overview/admin-overview/manage-roles-permissions.md).
* **Membership Program**: The program must already exist. See: [How to Create a Membership Program](/products/control-panel-overview/membership-setup-overview/create-membership-program.md).

This article covers adjusting billing on an existing program. For initial program setup, see: [How to Set Up Billing for a Paid Membership](/products/control-panel-overview/membership-setup-overview/setup-paid-membership.md). To push rate changes to existing subscriptions, see: [How to Batch Update Membership Rates for Current Members](/products/control-panel-overview/membership-setup-overview/batch-update-membership-rates.md).

### Instructions

1. Navigate to [**MEMBERS > Manage Membership Programs**](https://control.peoplevine.com/admin_membership_list.aspx).

> **Note (Pro Dash):** Navigate to **REWARD > Manage Membership Programs**.

2. Click **EDIT** next to the program.
3. Adjust billing settings in the **Billing for this Membership** section:

| Field                                            | What It Controls                                                                                                                                                                       |
| ------------------------------------------------ | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Monthly / Quarterly / Semi-Annual / Annually** | Recurring dues amount per frequency. Enter amounts for each frequency you offer; leave others at 0.                                                                                    |
| **Initiation Fee**                               | One-time fee charged at enrollment                                                                                                                                                     |
| **Service Fee**                                  | Credit card processing surcharge as a percentage (e.g., 3 for 3%). See: [How to Set Up a Service Fee](/products/control-panel-overview/membership-setup-overview/setup-service-fee.md) |

4. In **Settings**, configure expiration:
   * **Auto Expire Type** (hours, days, months, years) + **Auto Expire In** (number). Set to 0 for indefinite memberships.
5. In **Taxes**, assign **Tax Groups** to each billing line item (Dues, Initiation, Application, Fees). See: [How to Configure Tax Groups](/products/control-panel-overview/admin-overview/configure-tax-groups.md).
6. Click **UPDATE MEMBERSHIP**.

> **Note**: Price and billing changes take effect for new enrollments immediately. Existing members retain their original billing terms unless updated individually or via batch. See: [How to Batch Update Membership Rates for Current Members](/products/control-panel-overview/membership-setup-overview/batch-update-membership-rates.md).

### Subscription status reference

Each enrolled member has a subscription record under [**SELL > View Subscriptions**](https://control.peoplevine.com/subscriptions). These statuses control billing:

| Status             | Billing Effect                                                       | Member Access                |
| ------------------ | -------------------------------------------------------------------- | ---------------------------- |
| **Active**         | Charges on schedule                                                  | Full access                  |
| **Pending/Paused** | Charges on next billing date; access blocked until payment processed | No access until reactivated  |
| **Failed**         | Auto-set when payment fails; system retries payment                  | No access                    |
| **Suspended**      | No future charges until reactivated                                  | No access                    |
| **Upgraded**       | Old subscription marked; new subscription on higher tier             | No access                    |
| **Downgraded**     | Old subscription marked; new subscription on lower tier              | No access                    |
| **Expired**        | No future charges                                                    | No access                    |
| **Cancelled**      | No payments beyond cancellation date                                 | No access after cancellation |
| **Archived**       | No billing; hidden from customer view                                | No access                    |

> **Note**: An Upgraded or Downgraded status deactivates that membership. The member must be enrolled in the upgraded/downgraded program with Active status to continue access.

> **Note**: Only **Active** and **Pending/Paused** subscriptions with a future next billing date are processed by the billing engine. See [Status Codes Reference](/status-codes-reference.md) for complete details.

### Best Practice

Use **Pending/Paused** for seasonal holds instead of cancelling. It pauses both billing and access without creating a cancellation record, and the member can be reactivated by switching back to Active.

### What Happens Next

* **On the system side**: Changes take effect for future enrollments immediately. Existing members retain their original billing terms unless updated individually or via batch.
* **Next step**: To apply rate changes to existing members, see: [How to Batch Update Membership Rates for Current Members](/products/control-panel-overview/membership-setup-overview/batch-update-membership-rates.md). To configure house account billing, see: [How to Configure House Account Billing](/products/control-panel-overview/admin-overview/configure-house-account-billing.md).

*Last updated: 2026-05-24*


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