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 standing membership orders are used 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 re-use the legacy standing membership order to create a new legacy membership order for the next membership period.
In this article:
Add a Legacy Standing Membership Order
To add a legacy standing membership order for a member:
- Navigate to the Members - All page and select the member for the legacy standing membership order.
- Right-click and select Edit. The Edit Account or Edit Contact window opens.
- In the Legacy Membership Orders tab, click Add. 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. This will default to today's date.
- Terms: Payment terms for the legacy standing membership order.
- Department: Department for the legacy standing membership order.
- In the Items tab, enter the quantity for the membership items in the Units column.
- Click OK. The Edit Standing Membership Order window opens.
- Check the details of the Standing Membership Order you have created.
- Click OK to close the window.
To process a legacy standing membership order into a legacy membership order, see Legacy Membership Orders.
Cancel a Legacy Standing Membership Order
To cancel a legacy standing membership order:
- Navigate to the Legacy Membership Orders page and select the legacy standing membership order to cancel.
- Right-click and select Tools > Cancel. The Cancel Order(s) window opens.
- In the Status drop-down, select the cancellation status.
- Click Continue. The order updates to the selected cancelled status.
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