Membership Management

Memberships can need to be modified for a variety of reasons - maybe someone no longer has the qualifications required to retain a membership and need to move to a different tier, or they need to cancel half way through. Whatever the reason, you can easily manage and adjust constituent memberships by using our standard features, or you can customize and create new processes to suit your needs.

Membership Term Override

Staff can select a date on which to end a membership, without the need to cancel or issue a refund. The selected date can also be used to extend a membership, if the date is in the future. The End Date Override feature has no financial or accounting implications. It only affects the End Date and Status of the membership record on which it is set. Constituents can still renew their membership, it will just have a Start Date beginning on the date following their last membership. 

Override Logic

• If the End Date Override is specified for the last day of a month, the End Date is updated to that day.
• If the End Date Override is specified within the first month of a membership, the End Date is updated to last day of the month—since a membership term must be a minimum of one month—which is when the membership will end.
• If the End Date Override is a date between the Start Date and the end of the grace period, the End Date will update to the last day of the month prior to the date selected and the membership may be terminated immediately.
• If the End Date Override is today or within the current month, but not the last day of the month, the End Date will update to the last day of the month prior and the membership will be terminated immediately. 
• If the End Date Override is in the future, the End Date will update to the last day of the month prior to the date selected.

Things to Keep in Mind

• Populating the End Date Override does not cancel the order tied to the membership and will not make any accounting entries.
• Populating the End Date Override does not cancel the membership itself.
• Dates changed as a result of using the End Date Override can only be undone manually.
• Populating the End Date Override does not affect any custom membership fields. 

Set a Membership to Not Renew in the Next Cash Billing

Staff can set a membership to not renew the next time cash billing occurs. This is helpful in instances where a constituent has chosen not to renew or is deceased.