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Overview
Need to update the billing amount on a client’s membership? Whether it’s a one-time adjustment or a full schedule change, CORE gives you the flexibility to edit individual invoices or apply a new rate across all future payments.
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Prerequisites
Before you begin:
- You must have admin or billing access to the Clients section
- The client must have an active membership
- Know whether you want to change just one invoice or the full billing schedule
Step-by-step instructions
Step 1: Open the client’s membership
- Go to the Clients tab
- Search for and open the client’s profile
- Scroll to the Memberships section
- Click the eye icon 👁️ next to the Active membership
Step 2: Change a single invoice amount
- In the Payment Schedule, find the invoice you want to update
- Click the pencil icon ✏️ next to that invoice
- Enter the new amount (e.g., $85)
- Confirm the update
Tip: Use this if you’re only adjusting one upcoming payment, such as a one-time discount or special rate.
Step 3: Change the full payment schedule amount
- At the top of the payment schedule, tick the Select All checkbox
- You’ll now see a pencil icon next to the Edit Rate section
- Click the pencil icon ✏️
- Enter the new rate (e.g., $85)
- Confirm the changes
✅ This will update all future payments tied to that membership.
Expected outcome
The new amount will be reflected in either the selected invoice or the full recurring payment schedule, depending on your update — helping you quickly manage custom rates or price changes.
FAQs
Q: Can I change past invoices too?
A: No — this only affects current and future scheduled payments. Past invoices remain unchanged for reporting purposes.
Q: Will this affect the client’s membership access?
A: No — only the billing amount changes. Membership access stays active unless manually canceled.
Q: Can I change the amount back later?
A: Yes — repeat the steps and update the rate again if needed.
Still need help?
Reach out to our support team via [email protected]
