Membership installments are the intervals you bill the membership. For instance, a membership installment that bills monthly for a period of a year creates 12 membership orders for the membership to represent each installment.
Add a Membership Installment
- Click the Membership Installments link from the Main Menu. The Membership Installments screen opens.
- Click the Add button. The Add Membership Installment screen opens.
- Enter the necessary information:
- Description - Name for the membership installment.
- Code - Unique alphanumeric code.
- Default Billing Date - Billing date to use on the membership:
- No Default - Defaults to no billing date.
- Order Date - Defaults the first billing date to the date the order is placed.
- Period Start Date - Defaults to the membership period start date.
- Bill Installments Every - How often the installment is billed. Enter a numeric value into the first field and select the time (Year(s), Month(s) or Week(s)) from the drop-down. For example, to bill for a membership quarterly, you can enter 3 into the numeric field and select Month(s) from the drop-down.
- Discount Per Installment - If needed, discount amount for the installment. Enter the numeric amount into the first field and select if it's a percentage (Percent) or a fixed amount (Dollars) from the drop-down.
- Click OK.
Change a Membership Installment
You can change the information for a membership installment after you have created it. When you change the information for a membership installment, it does not update existing memberships where the installment is used; it only changes for memberships that use the installment moving forward.
- Click the Membership Installments link from the Main Menu. The Membership Installments screen opens.
- Select the membership installment to edit.
- Right-click and select Edit. The Edit Membership Installment screen opens.
- Update the necessary information.
- Click OK.
Inactivate a Membership Installment
If you no longer use a membership installment but want to keep record of it for reporting or other purposes, you can make it inactive. When you make a membership installment inactive, it is no longer available for selection for membership periods.
- Click the Membership Installment link from the Main Menu. The Membership Installments screen opens.
- Select the membership installment to make inactive.
- Right-click and select Edit. The Edit Membership Installment screen opens.
- Uncheck the Active check box.
- Click OK.
Delete a Membership Installment
If you no longer use a membership installment and don't want to keep a record of it, you can delete it. You cannot delete membership installments assigned to membership periods. You cannot undo the delete process.
- Click the Membership Installments link from the Main Menu. The Membership Installments screen opens.
- Right-click on the membership installment to delete.
- Select Mark for Delete.
- Click the Save button.
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