Oct 23, 2023
3509
The Adjust Membership action allows you to adjust a member's existing membership.
- On the member's Overview tab scroll to the Memberships section.
- Click icon for the membership you wish to adjust and select Adjust Membership. The Membership screen will be displayed.
- Make the desired changes. The changes made here will only impact billing on a go forward, any fees that have already been invoiced will not be changed.
- Click Done.
A note indicating that the membership was adjusted will automatically be logged on the Communication tab. Additionally, when an adjustment is made to fees, the old billing scheduled will be ended, and a new billing schedule started. This is visible on the contact's Billing tab.