How to replace a membership

You can replace a Membership from the invoice in the customer's account. To do so, the replacement feature must be activated beforehand in the Memberships tab. 

PLEASE NOTE:

  • The replacement has to be enable for it to be offered. For more details, click here.
  • If promotions are tied to the membership to be replaced, they will cancel automatically.
  • If promotions are applicable on the new membership they will not apply automatically.
  • Replacing a membership will not void the sale of any merchandise and / or memberships required to purchase the original membership.
  • If merchandise is required to purchase the new membership, they will not be offered.

FIND THE MEMBERSHIP TO REPLACE:

Search for the client:

CLENTS TAB :

  • CLIENTS PEOPLE
  • Search for the client. 

MEMBERSHIPS TAB :

  • MEMBERSHIP tab
  • Click on the number of members vis-à-vis the MEMBERSHIP to access the list of members
  • Click on the CLIENT name

MAKE THE REPLACEMENT:

  • Access PURCHASES sub-tab to find the membership to be replaced
  • Click on INVOICE vis-à-vis the MEMBERSHIP TO REPLACE. You will be automatically redirected to the INVOICE tab

  • Click on  to open the INVOICE
  • Click on the link REPLACEMENT

NOTE :

If REPLACEMENT is not enable, you will not have a list of membership to choose the replacement membership.

  • Select the MEMBERSHIP to replace
  • Select REPLACING MEMBERSHIP

NOTE :

The list of REPLACEMENT MEMBERSHIPS available is based on the replacement criteria established for the membership.

  • Carefully read the WARNINGS, they will help you make decisions about promotions, products and service fees

  • Check the DETAILS of the replacement by clicking on DETAILS
  • If SERVICE FEES are charged, you can adjust the amount

  • It is possible to ADD A REBATE or INVOICE MANUALLY, so you can make the adjustment to the new bill if that is necessary to obtain the desired BALANCE
  • Select the MAIL checkbox to send the client an email of the replacement invoice, uncheck if you do not want to send an email

SAVE

RESULT
REPLACE MEMBERSHIP:

  • Replacing creates a credit note (replacement) in the customer's account
  • The participant will not be a member of the original membership

REPLACEMENT MEMBERSHIP:

  • Replacing creates an invoice (replacement) in the customer's account
  • The participant will be a member of the new membership
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