Changing a group before the start of the membership that has been paid

Modified on Thu, 8 Jun, 2023 at 11:48 AM


Your membership period runs from Jul 1 to Jun 30

You send your renewal invoices out at the end of May due before Jul 1. A member contacts you after paying their invoice and wants to change group.

NOTE: Contact support to go through these steps

Quick Guide

  1. Unlink Invoice from Membership (take note of the invoice number)
  2. Delete Membership
  3. Change expiring membership to correct new membership
  4. Invoice membership - take care to use the correct accounting date.
  5. Credit the Invoice that was paid from the incorrect group - take care to use the correct accounting dates (check the invoice number noted at step 1)
  6. Allocate the credit to the new invoice.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article