This section outlines how to manage your membership renewals once the renewal notices have been generated and sent to members.
| Info |
|---|
🎥 Video tutorial: Manage renewals |
This information is applicable, regardless of whether the renewal was automatically or manually generated.
To view a list of renewals, from the menu on the left select Membership Renewals > Manage Renewals.
In the View Membership Renewals screen select the relevant Period, then from the dropdown select the relevant Renewal Status option and click the View Renewals button.
Pending Renewal - displays a list of all pending renewals
Pending Cheque - displays a renewals awaiting confirmation of payment where the renewal was completed online and the cheque payment option was selected
Renewal Complete - displays a list of all completed renewals
The list of profiles is displayed on the screen.
...
The search box in the top right can be used to find a specific profile, the renewal invoice number, member/profile number and name can all be used as search terms.
...
Clicking the Actions button will display a list of options:
Edit renewal status - this allows you to manually change the status of a renewal, eg. if the member has paid by EFT, marking it as paid and the renewal complete
View Profile - this will open the profile in another tab or window
Membership certificate - view the membership certificate in a separate tab
Open invoice - view the renewal invoice in a separate tab
Manually process renewal - allows administrators to complete the renewal process on the member's behalf, including processing a credit card payment online
Click the Export Renewals button to export a list of pending or completed renewals to Excel.
...
| Table of Contents | ||||
|---|---|---|---|---|
|