Membership Grid and Purchases

How do I acknowledge a Membership transaction?
After a Membership transaction has been submitted, you can generate a Mail Merge letter to acknowledge it. This Mail Merge letter can allow for specific inf...
Thu, 3 Feb, 2022 at 11:53 AM
How do I enter payment on an unpaid Membership?
How to enter a payment on an unpaid Membership will depend on whether there is an invoice that is connected to that Membership Transaction. If the answer is...
Fri, 4 Feb, 2022 at 9:03 AM
How do I edit a Membership?
On the Membership Summary or Default grid, you will see a blue Pencil and Paper icon on each transaction row on the far left. When clicked, this icon will a...
Fri, 4 Feb, 2022 at 9:07 AM
How do I renew a Membership?
Renewing a Membership can be done in several ways and doesn’t require any special action. A member or internal user can simply launch the Membership form an...
Fri, 4 Feb, 2022 at 9:13 AM
How do I generate a Batch Membership Renewal?
If there are multiple memberships you need to renew, you may consider running a batch renewal. On the Membership Summary grid, you will filter the grid down...
Fri, 4 Feb, 2022 at 9:14 AM
How do I process a Membership on behalf of a constituent?
If you need to process a membership internal on behalf of a constituent, there are two ways to go about it. The first option would be to launch your current...
Fri, 4 Feb, 2022 at 9:16 AM
How do I delete a Membership?
If you need to remove a Membership transaction, you can delete it by clicking the Trashcan icon that appears on the Membership grid on the same row as the t...
Fri, 4 Feb, 2022 at 9:18 AM
How do I remove a constituent from an existing group Membership?
After a Membership has been purchased/submitted, you are unable to remove the primary or purchasing Constituent from the Membership Transaction. If you need...
Fri, 4 Feb, 2022 at 9:27 AM
How do I find which Memberships are about to expire?
On every Membership transaction, there is an Exp Date that can be used to determine when that specific transaction will expire. You will also find a column ...
Fri, 4 Feb, 2022 at 9:34 AM
What is the difference between the Current Expiration Date and the Expiration Date?
Expiration Date or Exp Date will always display the date for the specific transaction you are viewing. Current Expiration Date will always display the date ...
Fri, 18 Aug, 2023 at 3:55 PM