Change Group - membership on payment plan (add to plan method)

Only complete this process when a membership group change is processed mid-year and the current membership is on a payment plan. In this process we do not end the existing payment plan; the new membership group invoice is added to the existing plan, or the new membership group credit note is applied to outstanding payment plan instalments.

Step by Step Guide

Step 1 - Change membership group

• From the member's record click the Member Action button and select Memberships
• Click the Group Action button on the membership group to change and select the Change Group option
• Set the Effective Date for the membership group change to start from
• Tick the check box to select the Membership group to change to
• Click the Change Group button

Step 2 - Create the new membership group invoice or credit note

• Click the Create Membership Invoice button located in the change taskbar at top of screen
• Depending on the change you will receive a prompt to combine the documents for the group change. Tick the check box for each membership group and select the Combine Documents button
• Set the invoice or credit note Dates
• Use the Consolidate Lines button to remove any lines that have charges with equal debits and credits
• Click the red x to Delete other invoice lines that may not be applicable i.e. house levy charges
• Optional - enter additional information in the member or admin note
• Click the Save button

Step 3 - Allocate the credit note to outstanding payment plan instalments or add the invoice to an existing payment plan

Depending on the outcome of the group change in Steps 1 and 2 complete one of the following options:

Option 1: when the final result is a credit note 

• Click the Allocate Credit Note button located in the credit note taskbar at top of screen
• Tick the check box for each instalment to be paid by the allocated the credit note
• Click the Save button

Option 2: when the final result is an invoice

• Click the Add Invoice To Payment Plan button located in the invoice taskbar at the top of screen
• Select Yes to add the invoice to an existing payment plan
• Select the Allocation Type from the drop menu and click the + Invoice button
• Click the Save button on the payment plan to complete the process