Remove a Scheduled Group Change

Modified on Thu, 17 Jul at 10:26 AM

A scheduled (future dated) group change is displayed on the member's memberships page. If this scheduled change has been invoiced it can only be removed by reversing the unpaid invoice.


Refer to other Change Group solutions in this knowledge base to manage scheduled group changes with paid invoices or renewed memberships.


Step by Step Guide


Step 1 - Reverse the membership invoice

  • Navigate to the member's subscription (or membership) account
  • Click the Invoice Reference Action Button and select Create Reversal
  • Enter the reversal Issue and Accounting Dates (the accounting date must be the same or dated after the accounting date on the invoice that is being reversed)
  • Click the Reverse Invoice button




Step 2 - Delete the scheduled membership Group change

  • Navigate to the member's memberships page. Click the Member Action button and select the Memberships option
  • On the membership scheduled to start on a future date: click the Group Action button and select Delete


The process is complete. Refer to other solutions in this knowledge base for steps on how to process a new Group Change or End memberships.







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