Membership Renewal Process Overview

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    Jeanine Stathopoulos

    If offline payment is selected for "Renewal Payment" settings, then will members get an invoice in the first renewal notice?  We selected offline payment because we wanted to force members to take the membership form again (because we wanted them to consider making a voluntary donation that wasn't included in their membership dues).  So, I want to make sure that they are forced to take the form instead of just paying the invoice when they get their first renewal notice.

     

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    Kinsey Mahan

    Jeanine - If Offline Payment is selected, renewal reminders will still include an invoice (there is not a way to turn that off) but the invoice will NOT be payable online with a card. The member would either need to take a renewal form to pay, or print out the invoice and mail in a check. I hope that helps!

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    Aaron Marks

    If I use the "silently create an open invoice" option for renewals, does that mean that the member will never receive any reminder notifications at all for the invoice? Or does it mean that the member will not receive an initial email when the invoice is created, but will receive reminder notifications afterward?

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    Kinsey Mahan

    Hi Aaron - I set up this test scenario in my demo site to confirm whether the regular renewal reminders will still send if you 'silently' open an invoice. My testing confirmed that the renewal reminders set up for each Member Type (under Database > Member Types > Edit Notifications) will still to send on schedule even if the invoice is silently opened. It's also worth mentioning that for Renewal invoices, the reminders inside the invoice template don't apply (under Financial > Invoices > Invoice Templates), as the renewal reminders set up for the Member Type override them. I hope that helps!

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    Jeanine Stathopoulos

    Kinsey -

    We have a free member type that only lasts for one year.  During our first renewal process recently, all of these free members were automatically renewed as the same free member because the invoice generated was for $0 and therefore immediately indicated as paid.  How can I ensure that free members are not automatically renewed and instead must take the membership form (that is subject to the renewal paths all leading to paid memberships)?

    Thanks,
    Jeanine

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    Jay Fitzmaurice

    Hello Jeanine! I've gone ahead and created a ticket for you with our Help Team so they can best address this set-up for you. We'll be in touch!

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    Carolyn Huntington

    How can we find out who the renewal notice is/was sent to? When I look at the message history per the organization profile, there is a copy of the message but not who it was sent to.  The only way I can think to find out is to weed through the Reporting > Messages but that would take too long based on the number of renewals sent on the particular date. There has got to be an easier way. Thanks!

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    Jay Fitzmaurice

    Hey there Carolyn! For Organization/Client Member Types, the renewal notice is sent to the email that is in the Organization's profile.

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