Remove a scheduled membership change that has been invoiced

If a member is changing groups in the future a scheduled change will be displayed on the memberships page. If this membership has been invoiced you can not remove the change without first unlinking the invoice. Follow the following steps on how to unlink and remove the scheduled change.

Example of when you would need this:

At renewals time, a junior must change from an U18 group into an adult playing category. The member is renewed and invoiced for the coming membership period as a 4 Day member. The member contacts the club after receiving their invoice and would like to be a 6 Day member instead of the 4 Day membership that he was renewed into.

Quick Guide

1. Navigate to a member's Memberships page.
2. The scheduled membership change will display in a highlighted panel at the top of the memberships table
3. For the new membership that is due to start Select 'Unlink Invoice' (take note of the invoice number)
4. From the Scheduled Membership Change panel use the action button to "Remove Change
5. Navigate to the members invoices or subscription account.
6. Find the invoice number noted in step 1. From the action menu > 'Reverse Invoice'. Check Accounting date is correct.
7. Change current membership to correct new membership
8. Invoice membership

Step by Step Guide

1.   Unlink the invoice from the new group

• Navigate to the member's Memberships page. 
• The scheduled membership change will display in a highlighted panel at the top of the memberships table that you can open to view the change details. This panel will tell you what membership group the member is changing from and which membership group the member is changing into.
• In the membership table find the group the member is changing into (it may have a membership status of Starting on dd/mm/yyyy), and from the action menu select "Unlink Invoice". 
• From the invoice list select the invoice created for the membership change, then from the action menu select "Unlink Invoice". Take note of the invoice amount and the invoice number.

2. Remove the scheduled Membership change

• From the schedule change panel select Remove Change from the action menu.
• You can also use Delete membership from the action menu in the memberships table.

3. Reverse the invoice (matching the accounting date with the accounting date of the invoice)

• Navigate to the member's subscription account
• Find the invoice you unlinked in step 1 and go to Actions > Create Reversal (make sure the accounting date matches that of the invoice)
• Note - Create Reversal is the preferred option (instead of Delete) as this leaves an audit trail.

4.   Complete the group change on the current (active) group

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

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 account, due and defaulted date of the invoice this should be the same as the renewal run invoices