Standing Membership Order
You use standing membership orders as templates to create the actual membership orders. The membership order is then invoiced, and any payments are processed against it. You can then re-use the standing membership order to create a new membership order for the next membership period.
The below illustrates the process workflow:
To add a standing membership order for a member:
1. Click the Members - All link from the Main Menu. The Members | All screen opens.
2. Select the member for the standing membership order.
3. Right-click and select Edit. The Edit Account or Edit Contact screen opens.
4. Select the Legacy Membership Orders tab.
5. Click the Add button. The Add Standing Membership Order screen opens.
6. Enter the necessary information:
• Description - Name for the standing membership order.
• Price List - Price list for the standing membership order.
• Period Cycle - Length of membership for the standing membership order.
• Period - Beginning and end date for the standing membership order. The end date
defaults based on the start date and selected Period Cycle.
• Billing Date - Date for billing the standing membership order.
• Billing Cycle - Frequency for billing/invoicing the membership.
• Account - Account for the standing membership order.
• Contact - Contact for the account for the standing membership order.
• Order Status - Status for the standing membership order.
• Order Date - Date for the standing membership order. Defaults to today's date.
• Terms - Payment terms for the standing membership order.
• Department - Department for the legacy standing membership order.
7. Select the Items tab.
8. Enter the desired quantity into the Units column for the desired membership item(s).
9. Click OK. The Edit Standing Membership Order screen opens.
Cancel a Standing Membership Order
1. Click the Membership Orders link from the Main Menu. The Membership Orders screen opens.
2. Select the standing membership order to cancel.
3. Right-click and select Tools -> Cancel. The Cancel Order(s) screen opens.
4. Select the cancellation status from the Status drop-down.
5. Click Continue. The order updates to the cancelled status selected in step 4.