Membership Recurring Charges report
Review upcoming membership recurring charges, payment methods on file, and how many charges remain for each enrollment.
Purpose of this report
Use Membership Recurring Charges to see upcoming automatic dues for everyone enrolled in a membership season: the next charge date, amount, how many charges are left, and which card or bank account will be charged.
These charges come from each session's recurring billing settings. They do not appear under Scheduled Payments.
The report appears under Reports → System Reports in the Money group only when you have at least one season marked as a membership season, and when your account includes finance reporting. See Memberships.
Run the report
Open the report
- Go to Reports → System Reports.
- Under Money, open Membership Recurring Charges.
- Confirm the page title is Membership Recurring Charges.
Choose a membership season
- In the Season panel, use Membership season.
- Leave All membership seasons selected, or pick one membership season.
The summary cards and Upcoming charges table refresh for that choice.
Review the summary
When there are upcoming charges, three summary cards appear:
- Next charge run - the next date any enrollment will be charged.
- Charges on that date - how many enrollments charge on that date, with the total amount.
- No payment method on file - how many enrollments would be skipped for want of a card or bank account. When every enrollment can be charged, the note says Every enrollment can be charged.
Columns in Upcoming charges
Each row is one enrollment with an upcoming recurring charge.
| Column | What it shows |
|---|---|
| Next Charge | The next date this enrollment will be charged. |
| Family | The guardian or primary contact, linked to their profile when available. |
| Member name | The enrolled person (uses your camper or member singular label), linked to their profile. |
| Membership | The membership session or product. |
| Season | The membership season. |
| Amount | The recurring charge amount. |
| Schedule | How often the charge runs (for example monthly on a day of the month, or weekly). |
| Charges Left | How many charges remain. An open-ended schedule can show a count with +. |
| Total Left | Remaining dollar total, or Ongoing when there is no end date. |
| Payment Method | The card or bank account on file, or None on file. |
| Last Charge | The most recent charge date and status (Paid, Declined, and similar), or Not charged yet. |
Empty states
- You have no membership seasons. Recurring charges only apply to sessions in a season marked as a membership season. - Mark a season with Membership season set to Yes, then configure recurring billing on a session. See Memberships.
- No upcoming recurring charges. Either nobody is enrolled, or recurring billing is turned off or has ended for these memberships. - Check enrollments and each session's recurring settings.