Change Group - During the Membership Year

Modified on Fri, 12 Jul at 9:06 AM

Process a membership group change during the membership year (between the membership group start and end dates)

Quick Guide

Step 1 - Navigate to the member record Memberships page

Step 2 - Select Change Group option from the Membership Action drop menu 

Step 3 - Enter the change Effective Date

Step 4 - Select the new membership Group

Step 5 - Select Change Group

Step 6 - From the Membership Change Taskbar select Create Membership Invoice, OR click the Invoice Required link

Step 7 - The system will open the Other Memberships window and prompt you to credit the old membership group and invoice the new one; 

  • Select Combine Documents to combine the credit and the invoice into one document
  • Select No Thanks to raise these as two (2) separate documents

Step 8 - Review the membership change invoice (dates and charges), then Save



Step by Step Guide


Step 1 - Navigate to the member record Memberships page





Step 2 -  Select the Change Group option from the membership Action drop menu; on the membership to be changed




Step 3 - Enter the change Effective Date


Step 4 - Select the new membership group from the Changing To membership groups list





Step 5 - Select the Change Group button




Step 6 - From the Membership Change Taskbar select Create Membership Invoice, OR click on the Invoice Required link for the new membership. 






Step 7 - The system will open the Other Memberships window and prompt you to credit the old membership group and invoice the new one; 

  • Tick the membership check boxes and select Combine Documents to combine the credit and the invoice into one document
  • Select No Thanks to raise these as two (2) separate documents
  • Before saving the invoice or credit note you can; consolidate lines, delete charges or adjust charge amounts





Step 8 - Review the membership change invoice (dates and charges), then Save



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