Changing a membership group with a payment plan - end plan method

Quick Guide

Step 1 - Navigate to the member's payment plan page

Step 2 - End the current payment plan

Step 3 - Navigate to the member's Subscription account

Step 4 - Create a Credit Note against outstanding invoice using the action button on the invoice. Note: the Credit Note total amount should be the same as the total

                 owing amount on the invoice. Add Member Note and/or Admin Note as required.

Step 5 - Navigate to the member's Membership page

Step 6 - On the membership that is to be changed click the Action button then Change Group

Step 7 - Select Effective Date, the new membership group and then click Change Group

Step 8 - On Ended membership group click the Action button then Credit Note Not Required. The Credit Note was created on this membership in Step 4.

Step 9 - Create Membership Invoice for new group - click on either Create Membership Invoice button at top of screen or Invoice Required in Document Status column.

                 Note please check charges and remove any charge lines (i.e. levy & affiliation fees) that have already been paid by member. Add Member Note and/or Admin Note

                 as required.

Step 10 - Email Invoice or Print Invoice for member

If the new Membership Invoice is to be added to a payment plan please also complete the following steps:

Step 11 - Navigate to member's Subscription account, click action button on new invoice and select $ Add to Payment Plan

Step 12 - Create Payment Plan - complete the 4 steps in the Wizard 

Step 13 - Email Invoice or Print Payment Plan for member

Step by Step Guide

Step 1 - Navigate to the member's payment plan page

Step 2 - End the current payment plan

Step 3 - Navigate to the member's Subscription account

Step 4 - Create a Credit Note against outstanding invoice using the action button on the invoice. Note: the Credit Note total amount should be the same as the total owing amount on the invoice. Add Member Note and/or Admin Note as required.

Step 5 - Navigate to the member's Membership page.

Step 6 - On the membership that is to be changed click the Action button then Change Group

Step 7 - Select Effective Date, the new membership group and then click Change Group

Step 8 - On Ended membership group click the Action button then Credit Note Not Required. The Credit Note was created on this membership in Step 4.

Step 9 - Create Membership Invoice for new group - click on either Create Membership Invoice button at top of screen or Invoice Required in Document Status column. Note please check charges and remove any charge lines (i.e. levy & affiliation fees) that have already been paid by member. Add Member Note and/or Admin Note as required.

Step 10 - Email Invoice or Print Invoice for member

If the new Membership Invoice is to be added to a payment plan please also complete the following steps:

Step 11 - Navigate to member's Subscription account, click action button on new invoice and select $ Add to Payment Plan

Step 12 - Create Payment Plan - complete the 4 steps in the Wizard

Step 1 - Select Invoices

Ensure invoice/s to be on payment plan are showing in the Invoices on Plan box then click Next.

Step 2 - Create Plan

Select Payment Plan Template then click Apply Template.

After clicking Apply Template edit the Start Date and/or Number of Instalments to match how many payments are left for the remainder of the membership year then click Next.

Step 3 - Configure Instalments

Check details of the payment plan and make any changes to dates or amounts as required. To view the instalment breakdown tick Show Instalment Breakdown box. Click Next when all details are correct.

Step 4 - Confirm Plan

Do a final check of payment plan then click Save.

Step 13 - Email Payment Plan or Print Payment Plan for member