The Memberships Repository provides information about different memberships and their financial statuses within the database. Columns can be added or removed to suit your preference. Names, member number and groups have searchable fields. Lists can be filtered by membership status and financial status.
Action buttons available:
Perform a bulk action for more than one member | |
Search for memberships | |
Add and remove columns | |
Search for batches of membership edits | |
Manage member updates |
Use the tabs across the top of the page to find specific information on different memberships and financial statuses. Each tab indicates how many memberships fall under that particular status.
TAB | DESCRIPTION | ACTION REQUIRED |
Current | All current memberships. A member assigned multiple memberships is listed for each membership group | |
Invoice Required | A membership edit required an invoice to be created | Create invoice or change status |
Credit Required | A membership edit required a credit note to be created | Create credit note or change status |
Unfinancial | All memberships linked to an outstanding invoice passed the defaulted date. Membership status is Inactive and Unfinancial | End or change memberships, or resign member record |
Waitlist | Members waiting to be added to a membership that has a maximum limit applied | Activate and invoice, remove or edit memberships |
Invalid | Membership restrictions are not met | Remove, change or edit memberships |
Additions | New memberships added | |
Changes | Scheduled membership changes | |
Cancellations | Memberships scheduled to end |
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