The Goal: Use the Adjust Membership action to change a member’s existing membership — its details and its fees — without changing the membership type.
Before You Begin:
- The Adjust Membership action works on a member’s existing membership. If the member is moving to a different membership type, use Upgrade a Membership or Downgrade a Membership instead.
- Changes made here only impact billing on a go-forward basis. Any fees that have already been invoiced will not be changed.
- When an adjustment is made to fees, the old billing schedule is ended and a new billing schedule is started. This is visible on the contact’s Billing tab.
Step-by-Step Instructions
- On the member’s Overview tab, scroll to the Memberships section.
- Click the Actions icon for the membership you wish to adjust and select Adjust Membership.
- The Membership screen is displayed.
- Make the desired changes.
- Click Done. A note indicating that the membership was adjusted is automatically logged on the Communication tab.
Related Membership Changes
- Upgrade a Membership
- Downgrade a Membership
- Reactivate Membership
- Drop A Membership
- Add a Join Reason to an Existing Membership
Common Pitfalls
- Expecting an invoice already sent to change: Adjustments only affect billing going forward. Fees that have already been invoiced stay as they are — correct those on the invoice itself.
- Using Adjust Membership for a type change: Adjusting edits the membership the member already has. Changing which membership type they hold is an upgrade or a downgrade.
- Not expecting a new billing schedule: Adjusting fees ends the old billing schedule and starts a new one. Check the contact’s Billing tab afterwards to confirm the new schedule looks right.