The Membership Renewal Queue will display information connected to any Batch Membership renewals that you run internally. These batch renewals can be created on the Memberships grid and allow you to filter for existing membership transactions and then have them automatically generate renewal transactions based on the settings you enter. The grid on the Membership Renewal Queue will display some of these setting selections and other details of the batch. Below are the descriptions of the fields displayed.
Trash Can icon - Can be used to delete a renewal queue record.
Membership Name – The membership page selected for desired membership level renewal.
Membership Level – The membership level selected for renewal.
Renewal / Run Date – The date the new membership transaction will be created and what will show as the date of the transactions.
Expiration Date – The Exp date that will show on each of the membership transactions for when the membership will expire and become inactive.
Status – Displays if the batch has been run yet. Executed means yes the batch renewal has been generated and Queued means no, the batch renewal is just scheduled but has not been processed yet.
Generate Invoice? – Asks if invoices will be automatically generated based on this transaction. A checkmark means YES an invoice will be (or was) generated. No checkmark means no invoice will be automatically generated.
Batch ID – The software will automatically assign an ID to each batch; the number will go up sequentially for each batch starting at 00001.
Included Memberships – Clicking the View text link will launch a filtered membership grid that displays which membership transactions are included in this batch renewal (example shown below.)
Date Created – Shows what date the batch renewal was set up.
