Select the "Withdraw - Membership Fee" transaction type. The next page asks for specific information on the transaction, and looks like:
Complete the first section as shown above with the following information:
Using the above image as an example, all Gold members who join will be charged $29.95 for their first month ($19.95 membership fee + $10 setup fee), and $19.95 every month thereafter. Since the force payment field is set to no, the membership fee will be withdrawn from the member's current balance. If the balance doesn't cover the fee, the member will be physically charged the needed amount.
The next section of this page allows you to define the transaction name and description, and looks like:
In these fields you can enter any name and description you would like. The transaction name is displayed when viewing a list of all transactions on a member's account (similar to a bank statement). The description is displayed when viewing full details on a transaction. The values of these fields do not make any functional difference, and can be anything you wish.
Once done, submit the form to create the membership fee transaction. Continue creating one membership fee for every member type that requires a fee to join. If you offer free memberships, do not create a membership fee for that particular member type. When a new member joins, xFlow will automatically charge them the appropriate membership fee, depending on what member type is being created.
If you're using a third party payment processor (eg. PayPal, INTGold, etc.), the new member will be immediately redirected to the appropriate payment server after submitting the signup form on your server. Once the new member has sent payment, xFlow will instantly approve the membership fee transaction, without any manual work involved.
4.8.1 Create Membership Fee Triggers
The following is not required, but typically, you should create two triggers to handle membership fees. One that activates a member's account once their first membership fee is approved, and one that deactivates a member's account if their membership fee is ever declined.
To do this, go to the Setup->Trigger Settings menu, and create a 'Transaction Type Added' trigger with the following information:
With the above trigger, every time a new member joins and their first membership fee is approved, their status will be immediately changed to Active, giving them full access to the Member's Only Area. Now we need to create a trigger that automatically deactivates a member when their membership fee is declined. To do this, create another 'Transaction Type Added' trigger through the Setup->Trigger Settings menu with the following information:
With the above setup, members will be automatically charged the appropriate fee immediately when the fill out the signup form on your server. If needed, the member will be redirected to the appropriate payment server (eg. INTGold, PayPal, etc.) to submit payment. Once payment has been submitted, their membership fee will be instantly approved.
When the first membership fee been approved, the first trigger created will execute and activate the member's account, giving them full access to the Member's Only Area. If any membership fee ever declines, the second trigger created will automatically execute and deactivate the member.