Change Group - After Renewals Prior to Membership Start

Process a membership Group change after renewals have been run (invoiced) and prior to the membership Group Start Date. 

This solution is only for members that have an unpaid invoice (full owing amount). 

Please contact MiClub Support to change a group for members with a paid invoice.

Step by Step Guide

Step 1 - End the payment plan on the renewing membership invoice.

Skip to step 2 if the renewal invoice is NOT on a payment plan (the invoice status is Outstanding or Defaulted).

If the renewing membership invoice has been added to a payment plan you must first end this payment plan.

• From the member profile, select from the member action button Financials > Payment Plans.
  
  
• Find the future payment plan, select from the plan action button End Plan.
  
  

Step 2 - Navigate to the member's subscription account.

Step 3 - Reverse the renewal invoice.

• Find the recent renewal invoice and select the invoice action button (next to the Invoice reference number).
  
  
• Select Create Reversal.
  
  

Important notes: 

• Ensure the reversal accounting date matches the accounting date on the original renewal invoice.
  
  
• The Document Status for all membership Groups that had charges on the reversed invoice will change to 'Invoice Required' - no action is required.

Step 4 - Delete the renewing membership group (future starting group).

• Navigate to the member's current memberships page.
  This can be done by clicking on any of their membership group tiles (top right of members profile).
  
  
• Select Delete from the group Action drop menu for the future dated renewing membership.
  It will display "Starting on" in the Membership Status column.

Step 5 - Complete the group change on the current (active) group.

• Select the Change Group option from the group Action button on the current active membership.
  
  
• Set the Effective Date to the start of the new membership year.
  
  
• Select the New Membership Group from the Changing To membership groups list.
  
  
• Select the Change Group button.

Step 6 - Invoice the new Membership Group.

• From the blue taskbar select Create Membership Invoice, or click on the Invoice Required link on the new membership (document status).
  
  
• Create the invoice for the new membership group, and combine membership documents where charges for secondary memberships i.e. storage and hire facilities, were included on the original renewal invoice reversed in Step 3.
  
  
• Check the Accounting, Due and Defaulted dates on new the invoice. Update as required.

• Click Save to finalise the new invoice.