- This feature is for upgrading an account.
Existing active membership
- The expiration date will be automatically generated based on the membership plan, which would be one year or each fiscal year.
1. Click on "Contact Information" and select "Members".
2. Click on the ellipsis "⋮" at the end of the column and select "View Details".
3. Click on the ellipsis "⋮" at the end of the column and select "Renew Membership".
4. For paid memberships, select the payment method. For free memberships, it will automatically be displayed as free. Click on "Save".
5. After successful payment, the system will automatically generate a receipt. Choose "Print" or "Cancel" as needed.
6. Staff can search for relevant payments and receipt numbers in the "All Payments" column.
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