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 tab
  • PEOPLE sub-tab
  • Click on the CLIENT name

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
when replacement is used

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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