The Goal: Generate the membership scheduled billing for a contact whose active membership does not have a billing schedule (for example, because all fees were removed when the membership was originally added).
Before You Begin:
- This is a rare scenario. Normally, the system automatically creates a Membership Scheduled Billing when a membership is activated. Use this process only when no schedule was created.
- You are not performing a true upgrade — this process uses the upgrade workflow as a mechanism to pull in the fee schedule for the existing membership type.
Step-by-Step Instructions
- Open the contact’s record. On the Overview tab, in the Memberships section, click the ellipsis (•••) for the membership you wish to update.
- Click Upgrade Membership.
- The window opens as Edit Membership, with Change Type set to Upgrade. Choose any other membership type from the Type drop-down. Then, also from the Type drop-down, select the contact’s existing membership type. This action pulls in the fee schedule associated with the membership.
- Review the Next Bill Date for accuracy.
- Click Done.
Common Pitfalls
- Selecting only the other type: You must first select a different membership type, then reselect the contact’s existing type. Both steps are required to trigger the fee schedule import.
- Next Bill Date: Always review the Next Bill Date after completing the steps — it may default to an unexpected value.