Resign a Member

*To resign a member record from your database. 

*This process does not delete the member record. 

*Resigned member records can be reinstated.

Important: for resignation to take effect all membership groups must be ended and account balances zero

If membership groups are not ended and / or account balances are not cleared, continuing to resign the member will set the status of the member record to "resigning". Once actions to the membership groups and accounts balances have been completed, the member must be resigned again. A list of Resigning and Resigned members can be found in the Member Directory.

Quick Guide

Step 1 - Use Quick Search to find the member

Step 2 - From the Member Action drop menu select Memberships

Step 3 - From the Membership Action drop menu select End (Membership Type) Membership 

Step 4 - Enter the Effective Date and select Continue

• Effective dates can be set to a future date. For example, the last day of the current membership period

Step 5 - Balance all member accounts to $0.00 

• Reverse invoices, allocate any credits to outstanding invoices, refund/write off any account credits 

Step 6 - From the Member Action drop menu select Resign Member

Step 7 - Select a Reason for the resignation from the drop menu (Explanation is optional)

Step 8 - Enter the resignation Effective Date, then select Save Reason

Step by Step Guide

Step 1 - Use the Quick Search field to find the member by typing in their first name or surname, or member number

Step 2 - From the Member Action drop menu, select Memberships

Step 3 - From the Membership Group Action drop menu, select End (Membership Type) Membership 

Step 4 - Enter the Effective Date (to end the membership), then select the Continue button

• Effective dates can be set to a future date. For example, the last day of the current membership period

Step 5 - Balance all member accounts to $0.00

• Reverse invoices, allocate any credits to outstanding invoices, refund/write off any account credits
  
• To write off account credits: raise an invoice in the account using the charge that is specific for this purpose for the same amount the account is in credit. Create a new charge in configuration if one is not already available in the invoice charge list
• Membership groups that are inactive and unfinancial can have their document status changed to Not Required

Step 6 - From the Member Action drop down menu, select Resign Member

Step 7 - Select a Reason for the resignation from the drop menu

Type in an explanation for the resignation (optional)

Tip: New resignation reasons can be created in Configuration > Members > Resignation Reasons

Step 8 - Enter the resignation Effective Date, then select Save Reason 

The resignation Effective Date MUST be the day after the primary membership's effective end date entered in Step 4. This is required to display "previous primary group" on the resigned members report. For example, if the membership end date was 30/6/2023, the resignation effective date will be 1/7/2023