End a Membership Term

Staff can select a date on which to end a membership, without the need to cancel or issue a refund. 

You should only follow these instructions if you want to end a membership without canceling the membership or issuing a refund. If you want to cancel or refund see The Order Process in Staff View.

  1. In the tab bar, click  App Launcher, or in Salesforce Classic, click  Nimble AMS, Staff View, Button, All Tabs
    .
  2. Click Accounts.
  3. Select a list view—like All Accounts—and click Go!
  4. Click Edit next to the account with the membership you would like to edit.
  5. In the Memberships related list, click Edit next to the membership that needs to end.
  6. In End Date Override, enter the date on which the membership should end.
  7. Click Save.


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