How to Renew a Client’s Membership with a New Date
Disable the Draft Invoices For Memberships Subscriptions
First, you must ensure that the membership invoices are issued directly and not as drafts by deactivating the option “Generate Draft Invoices For Memberships Subscriptions”.
Renewing an Expired Membership with a New Date
- From the main menu click on “Memberships“
- Click on “Manage Memberships“
- Click on the membership you wish to renew.
- Click on the button “Renew” on the top right of the screen.
- Specify the renewal info as follows:
- Package: Select the desired package for renewal from the dropdown list.
- For more details on how to add packages, please refer to the “Add Package” guide, or you can add it directly when adding a “New Membership.”
- Invoice Date: Select the invoice date for the membership payment from the calendar.
- As shown in the example in the following image, the invoice date is set to 01/12/2024, which will be the renewal date for the package.
- Please note that the invoice date will be the package renewal date once the invoice is saved and the payment process is added. The renewal will begin from the invoice date.
- Package: Select the desired package for renewal from the dropdown list.
- Click on “Save ” on the top right of the screen.
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Confirm the Payment Process for the Invoice Issued for the Membership.
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In the following image, we will notice that the membership expiration date has changed to the date corresponding to the expiration of the selected package.
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Also, through the “Renewals” field, we will notice that the start date is the invoice date that was selected when adding the renewal for the membership.
