Cancelling to Keep All Money

If your organization’s policy is to cancel the membership and keep all the money, you can set the order line to “Terminate at End” so that it does not renew. In this manner, the person will be considered a member until the end of the membership. As of 7.5.2, you can change the status of a MBR order line from Proforma or Active to Terminate-at-End.

As of 7.4.2, when you change the status of a MBR or SUB product order to "T", the system sets the Grace Date for the order to the Cycle End Date.

1.    Right-click the order line and select Show Full Line Item Details.

2.    From the Fulfill Status drop-down, select “Terminate-at-End”.

3.    Click Save.

The member will continue to receive member pricing until the end of the membership.

If there is a subscription member benefit that the customer no longer wants to receive when cancelling a membership, you can click Edit Membership Subscriptions from the Order Entry task menu and opt out of or remove the benefit. Removing the subscription member benefit will remove it from this year’s order, but not next years. Opting out will remove the benefit from next year's renewal, as well as this years.