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 - On the membership that is to be changed, from the Membership Action drop menu select Change Group

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

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 - From the Membership Action drop menu select Change Group; on the membership that is 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 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