Processing a Renewal on the Admin Side

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7 comments

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    Lori Pettenger

    Does this only apply to your new system? My profiles don't look like your screen shot.

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    Kinsey Mahan

    Hi Lori - This article does only apply to the new system, and it looks like you're using MemberClicks Classic. The announcement featuring the link to this documentation was intended to show up in the new product only, so I'll be sure and let the team know that it's showing up in Classic too. Sorry for the confusion!

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    Stephen McConoughey

    Sorry, this is probably the wrong place, but where can I find info on how to convert from Classic to the new product? Thanks!

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    Kinsey Mahan

    Hi Stephen - I've included some info here that will help!

    First, our President and CEO recorded a walk through with background information on *why* we created the new product, along with a high level demo of the new system here.

    We've created a New Product FAQs page to address questions about pricing, what is and is not included in the new product, Early Adopter info, the process and timeline for upgrade, etc.

    For existing customers who want to learn more about the benefits and specifics of the new product, we recommend checking out our 5 recorded Deep Dives, which showcase the new product via an in depth comparison to Classic features and functionality.

    If you'd like to sign up to learn more about the new product as we release future enhancements, you may do so here. If you are ready to sign up as an Early Adopter of the new system, do so via this page and our Upgrade Team will reach out to you about scheduling your upgrade!

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    Crystal Anderson

    how do you change the revenue account for renewals?

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    Kinsey Mahan

    Hi Crystal - The revenue account associated with renewals is housed in the Member Type itself. To update it, navigate to Database > Member Types > click Edit Settings next to the Member Type. Inside the Member Type, scroll down into the "Renewal Payment Settings" section. You can update the Revenue Account tied to renewals there.

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    Wendy Stoneberger

    My day is made! I just set up a new organization, linked their 4 people. Then in 2 clicks ... just 2 clicks ... renewed them all and invoice was emailed itemizing all 4 names being renewed. That would have been a half hour (or more) of work previously. Just this one convenience makes the upgrade worthwhile for us!

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