Raising and Applying Credit Notes

Modified on Tue, 7 Jul, 2020 at 10:31 AM

Sometimes it is necessary to raise a partial credit note for a member (medical suspension, etc)

Quick Guide:

1.  Setup Membership Status to suit:  (this step will only need to be done once)

   -  Configuration > Members > Membership Statuses

   -  Add Membership Status - choose if this status leaves the membership as active or not

2.  Raise Credit note for the amount relating to the suspension period

3.  If on payment plan, allocate credit note to instalments.

4.  Change Membership Status to the one required.  Note, changing status back to active will need to be managed manually.

Step by Step Guide:

Setup Membership Status

Raise Credit Note for amount required

* Navigate to member's memberships page - Action Dropdown - Create Credit Note

Add Item for credit and manually put in the credit amount as a minus, then save

Allocate Credit note to Payment Plan (If Required)

Select the 3 instalments that the credit note should be applied to  (select top line in purple only for each instalment)  then save

Final Step, change membership status to the one required:    

Navigate to member's membership page - Action Dropdown - Change Status

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