Membership was rewritten in v30.97 to use a new process. For continuity purposes,
the previous Membership functionality remains available but is referred to as
Legacy Membership. In v30.97 and later, membership functionality is referred
to as Membership.
Legacy membership orders are created using legacy standing membership orders. The legacy membership orders are then used to record payments and represent the legacy membership history for the legacy member account or contact.
When a legacy standing membership order is processed into a legacy membership order, the legacy standing membership order is advanced to the next membership cycle so it is available for the next membership renewal.
In this article:
Create a Legacy Membership Order
To create a legacy membership order:
- Navigate to the Prepare Legacy Membership Orders page.
- Select the legacy standing membership orders to process into membership orders. Use Ctrl+Click or Shift+Click to select multiple orders.
- Right-click and select Tools > Prepare Orders. A confirmation message displays confirming you want to prepare the selected orders for invoicing.
- Click Continue. A legacy membership order is created for each selected legacy standing membership order. You can view the order on the Membership Orders tab for each member account or contact.
Copy a Legacy Membership Order
To copy a legacy membership order:
- Navigate to the Members - All page and select the member with the orders to copy.
- Right-click and select Edit. The Edit Account or Edit Contact window opens.
- Select the Legacy Membership Orders tab.
- Select the legacy membership orders to copy. Use Ctrl+Click or Shift+Click to select multiple orders.
- Right-click and select Tools > Copy. The Copy Orders window opens.
- In the Order Status drop-down, select the order status for the new order.
- To copy all the order items to the new order, check Order Items.
- To copy all the documents to the new order, check Documents.
- Click OK.
Comments
0 comments
Please sign in to leave a comment.