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.
You use legacy standing membership orders as templates to create the actual legacy membership orders. The legacy membership order is then invoiced and any payments are processed against it. You can then re-use the legacy standing membership order to create a new legacy membership order for the next membership period.
To add a legacy standing membership order for a member:
- Click the Members - All link from the Main Menu. The Members | All page opens.
- Select the member for the legacy standing membership order.
- Right-click and select Edit. The Edit Account or Edit Contact window opens.
- Select the Legacy Membership Orders tab.
- Click the Add button. The Add Standing Legacy Membership Order window opens.
- Enter the necessary information:
- Description - Name for the legacy standing membership order.
- Price List - Price list for the legacy standing membership order.
- Period Cycle - Length of membership for the legacy standing membership order.
- Period - Beginning and end date for the legacy standing membership order. The end date defaults based on the start date and selected Period Cycle.
- Billing Date - Date for billing the legacy standing membership order.
- Billing Cycle - Frequency for billing/invoicing the membership.
- Account - Account for the legacy standing membership order.
- Contact - Contact for the account for the legacy standing membership order.
- Order Status - Status for the legacy standing membership order.
- Order Date - Date for the legacy standing membership order. Defaults to today's date.
- Terms - Payment terms for the legacy standing membership order.
- Department - Department for the legacy standing membership order.
- Select the Items tab.
- Enter the desired quantity into the Units column for the desired membership item(s).
- Click OK. The Edit Standing Membership Order window opens.
To process a legacy standing membership order into a legacy membership order, see Legacy Membership Orders.
Cancel a Legacy Standing Membership Order
- Click the Legacy Membership Orders link from the Main Menu. The Legacy Membership Orders page opens.
- Select the legacy standing membership order to cancel.
- Right-click and select Tools -> Cancel. The Cancel Order(s) window opens.
- Select the cancellation status from the Status drop-down.
- Click Continue. The order updates to the selected cancelled status.
Comments
0 comments
Please sign in to leave a comment.