Remove a Scheduled Group Change

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 unlinking the invoice. Follow the process outlined below.

Example:

At renewals time, a junior must change from an U18 group into an adult playing membership group. The member is renewed and invoiced for the coming membership period as a Weekday member. The member contacts the club after receiving their invoice and requests a change to Full membership instead of renewed Weekday membership.

Quick Guide

Step 1 - Navigate to the member's record Memberships page

Note: the Scheduled Membership Change is displayed in the highlighted panel above the memberships table

Step 2 - Unlink the invoice from the Group with the scheduled membership change

Step 3 - Remove the scheduled membership Group change

Step 4 - Reverse the original renewed membership invoice

Step 5 - Change Group on current membership

Step 6 - Invoice new membership Group change

Step by Step Guide

Step 1 - Navigate to the member's record Memberships page

Step 2 - Unlink the invoice

• In the membership table find the group with the scheduled membership change (Membership Status is Starting on dd/mm/yyyy), and from the action drop menu select Unlink Invoice
• From the invoice list select the invoice created for the scheduled membership change, and click Unlink Selected button. Take note of the invoice amount and the invoice number.

Step 3 - Remove the scheduled membership Group change

• Expand the Scheduled Membership Changes panel
• Click the Action menu for the Change Type Change, and select Remove Change

Step 4 - Reverse the original renewed membership invoice

• Navigate to the member's subscription (or membership) account
• Find the invoice you unlinked in Step 2
• Select Create Reversal from the Invoice Reference Action menu

Important notes: 

• Ensure the reversal accounting date matches the accounting date on the original renewal invoice
• Create Reversal is the preferred option as this leaves an audit trail
• The Document Status for all membership Groups that had charges on the reversed invoice will change to 'Invoice Required' - no action is required until Step 6 below

Step 5 - Change Group on the current (active) membership group

• Navigate back to the member's record Memberships page
• Select the Change Group option from the Action drop menu on the current active membership
• Set the change 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 new membership Group change

• From the Membership Change Taskbar select Create Membership Invoice, OR click on the Invoice Required link for the new membership
• Create the invoice for the new membership group, and combine membership documents where charges for secondary memberships i.e. storage and hire facilities, were itemized on the original renewal invoice reversed in Step 4
• Remember to double check the accounting, due and defaulted date of the invoice