Change Group - After Renewals Prior to Membership Start

This solution walks through how to change a member's group after renewals have been run prior to their membership start date.

This solution is only for members that have an unpaid invoice (full owing amount) wanting to change group at membership renewal time - For any members that had paid please contact support.

Quick Guide

Step 1 - Unlink the invoice from the renewing group

Step 2 - Reverse the invoice (matching the accounting date with the accounting date of the invoice)

Step 3 - Remove the renewal/Delete the renewing group (Future starting group)

Step 4 - Complete the group change on the current (active) group

Step 5 - Invoice the new group (remember to check the Accounting, Due and Defaulted date of the invoice)

Step by Step Guide

Step 1 - Unlink the invoice from the renewing group

- Navigate to the member in MiMembership and go to their membership page

- Action the membership that is currently showing as renewing and unlink the invoice (Unlink anything that is linked there)

Step 2 - Reverse the invoice (matching the accounting date with the accounting date of the invoice)

- Navigate to the member's subscription account

- Action the renewal invoice and create reversal (make sure the accounting date matches that of the invoice)

Note: Create Reversal is the preferred option as this leaves an audit trail

3.   Remove the renewal/Delete the renewing group (Future starting group)

- Navigate back to the member's memberships page

- Here you can either drop down scheduled changes and remove the renewal change, OR action and delete the unwanted renewing membership

Step 4 - Complete the group change on the current (active) group

- Now you'll notice only the current active membership will be showing (unless facility groups are renewing like locker or cart storage - they can be ignored)

- Action the current active membership and complete the group change as at the new membership year

Step 5 - Invoice the new group (remember to check the account, due, defaulted date of the invoice)

- The group will now be invoice required

- Create the invoice for the new group now (Combine documents if there are renewing facilities like locker, buggy storage etc)

- Remember to double check the Accounting, Due and Defaulted date of the invoice this should be the same as the renewal run invoices