Change Membership Type and Create New Invoice

Modified on Fri, 03 Aug 2018 at 03:17 PM

Change a member's Membership Type and create a new invoice. In this example the data base Pro Rata feature is enabled.

Step-by-Step Process

Search for the member
Select Membership tab
Select new Membership Type from the Membership Type drop down menu
- Select Yes, are you sure you want to change Membership Type

Select previous Membership Type from the Expired Type drop down menu
Click on the update charges icon (white and green circle arrow, located right of screen)
- This will update the members default charges to their new Membership Type
Select Yes to update charges

Select the member's Account (Invoice) tab
Select Create invoice icon
- Set the invoice start and end dates for the period you want to invoice
  - To create a pro rata invoice, ensure you tick the pro rata check box as this will adjust the $ amount for the period being invoiced
- Enter any notes to describe the reason for the new invoice i.e. Transfer Membership Type from 7 Day to 6 Day
Select Create invoice

Note: If the member has paid a full year subscription for their original membership type you may need to create a pro rata Credit Invoice

Select the Create Credit Invoice Icon
Select Ad-hoc Credit Invoice

Set the credit invoice start and end dates for the same period as the invoice
Select Membership Type from the drop menu that is to be credited (the members original Membership Type (expired type)
Select the Add Charges button
From the drop menu select Subscription/Membership Fee
- Ensure the Amount entered matches the full year subscription amount for the original Membership Type
Select Create

The Credit Invoice balance will appear in the members Unapplied Credits, which can then be applied to the invoice
- Select the invoice you want to apply the Uapplied Credit to
- Select the Payment button
- Select Yes
- Select OK