Change Membership End Date

To reduce or extend the membership period for an individual membership.

User security level to unlink invoices may be required. Contact your manager to enable access.

Quick Guide

Step 1 - Navigate to the member's Subscription account

Step 2 - Select Unlink Invoice option from the Invoice Action menu

    - This must be the invoice linked to the membership that requires the date change

    - The Unlink action will change the membership document status to Invoice Required 

    - This step is not required if no invoice is linked to the membership (i.e. the membership has no charges)

Step 3 - Navigate to the member's Memberships

Step 4 - Select Change Date from the Membership Action menu

Step 5 - Enter the new End Date, select Continue

Step 6 - Select Change Date and Yes

Step 7 - Select Link Invoice from the Membership Action menu

Step 8 - Select the invoice to re-link to the membership, click Link Selected

    - Select the same invoice originally unlinked in Step 2

Step by Step Guide

Step 1 - Navigate to the member's Subscription account

Step 2 - Select Unlink Invoice option from the Invoice Action menu, click Yes to confirm

    - This must be the invoice that is linked to the membership that requires the date change

    - The Unlink action will change the membership document status to Invoice Required

    - This step is not required if no invoice is linked to the membership (i.e. the membership has no charges)

Step 3 - Navigate to the member's Memberships

Step 4 - Select Change Date from the Membership Action menu

Step 5 - Enter the new End Date, select Continue

Step 6 - Select Change Date and Yes to confirm date change

Step 7 - Select Link Invoice from the Membership Action menu

Step 8 - Select the invoice to re-link to the membership, click Link Selected

    - Select the same invoice originally unlinked in Step 2