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Membership Actions - Managing Active links

Membership Actions

Add Charge – add a charge to a scheduled payment 1. While viewing member’s membership from Actions Column, click Scheduled Payments 2. Click on Add Charge adjacent to the current payment 3. Enter Charge Amount 4. Select (or Add New) Charge Type 5. Enter reason 6. Click Add Charge

To adjust a member’s Membership 1. While viewing a member’s membership in the Actions Column click on Adjust 3. From here you can adjust many items for the client owned Membership Displayed will be the ability to change the current;

  1. start date,
  2. term date,
  3. period rate,
  4. initiation fee,
  5. access control group,
  6. rollover membership type,
  7. rollover billing date of the month, and
  8. override rollover period rate. The ability to update Scheduled Extra Membership Charges such as,
  9.  
  • extra charge frequency,
  • extra charge type,
  • extra charge amount, and
  • extra charge date both month and day. A Reason will need to be added a for this adjustment. 5. Click Save

Cancel Membership 1. While viewing a member’s membership in the Actions Column click on Cancel. 2. The option to Clear Balance is displayed, choose Yes or No (this will clear the remaining balance and the open balance) 3. Enter reason in Reason field 4. Click on Cancel Membership 5. To confirm, repeat step 1 but change query to All Memberships and from Actions, click on Scheduled Payments

 

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