Manage member renewals

This section outlines how to manage your membership renewals once the renewal notices have been generated and sent to members.

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.

Open

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.

Open

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.