Memberships
Renew or cancel memberships. Set up financial periods, benefits and schemes.
By Cristiana1 author18 articles
- Renew MembershipsThis article explains the options available for membership renewal.
- Membership Direct Debit Payment not being takenThis article offers a list of possible causes for issues with Direct Debit Membership payments.
- Membership not renewingFollow the guidance in this article if a direct debit membership is not renewing.
- Change the DDI status of a membership or pledgeFollow these steps to edit the DDI status of a membership or pledge.
- Remove a credit line from a membershipOur Support team will be able to assist with removing a credit line from a membership.
- Convert membershipsFollow these steps to convert a membership.
- Cancel a membershipThis article explains how to cancel a membership.
- Renew lapsed membershipsFollow these steps to restart a lapsed membership.
- Pay a membership instalmentFollow these steps to correctly pay a membership instalment.
- Membership statusesThis article explains each membership status.
- Change a membership's expiry dateThis article explains how to change the expiry date on a membership.
- Switch lead member on a membershipYou can switch a membership's lead member by following these steps.
- Change direct debit details on a membershipThis article explains how to edit and verify the account details for a membership before saving the changes.
- Add additional members to a membershipLearn how to assign an additional membership type and add a new member to an existing membership band.
- Delete a new or pending membership periodYou can remove a new membership period either by deleting it before it starts or by cancelling if it has already started.
- Invoice a membership a specific amountInvoice a custom amount for a membership using the Pay options in Access Charity CRM.
- Memberships with too many instalmentsAccess Charity CRM will generate membership instalments automatically based on the settings of the membership. This article explains what to do if the instalments don't come out as you'd expect.
Schemes
Find out more about membership schemes.