Modifying membership fees

To modify fees for customer membership packages, first search for a customer and membership package and modify membership fees details. Take payment for the new membership, if necessary, to complete the transaction.

Note:

1. After membership fees are modified, two transactions are generated. One transaction deletes the original transaction and the other transaction is the new transaction. The original transaction type is changed to ”Amended to: Delete for Membership Fees Modification” and cannot be modified again. If staff users need to modify membership fees again, the modification can only be applied to the new transaction.

2. Regardless of membership package status, staff users can only modify membership fees for the following transaction types: Membership Sale, Membership Transfer In, Membership Renewal, and Membership Fees Modification (for example, a new transaction generated by membership fees modification).

3. Staff users cannot modify membership fees if: the membership package transaction has been cancelled; the membership package transaction is scheduled to be cancelled; the membership package transaction has been fully or partial refunded; the membership package has been transferred out; the membership package transaction has been voided.

4. If Third Party Billing is applied to the membership package transaction, then system users are not allowed to modify the membership fees.

Steps:

1. Go to Front Desk > Membership > Transfer.

2. On the Find Transaction section, enter criteria that you want to use to search for the transaction or a customer for which you want to modify membership fees.

   • If you know the Receipt Number of the transaction that you want to look up, enter it in the Receipt Number field.

   • If you only know the customer that the transaction belongs to, enter one or more of the customer's names. Try typing just the first few characters of the name if you are unsure of the spelling.

   • If you know the customer's Scan Card, ID number, Membership Pass Number, or Alternate Key type, enter it in the Direct Access by Customer section.

3. Click Submit or Search.

4. On the Select Transaction for Membership Fees Modification page, click the Description of the membership package that you want to modify.

5. On the Membership Fees page, specify the charges, notes, and/or custom question answers that are required for the new membership package fees.

   1. Click Include? for any charges or discounts that you want to apply to the package.

   Note: If you see an Override? checkbox, then you can click it to enable the corresponding Include? checkbox.

   2. Modify the Actual amount of the charge or discount, if different from the default amount listed.

   3. To configure a payment plan for the membership package:

   1. Click the Payment Plan Option section to expand it.

   2. Click Use Payment Plan.

   3. To choose a payment plan for the membership packages, select the Payment Plan option from the Use Payment Plan dropdown list.

   4. To show payment schedule details, click Schedule of Payments.

   5. To automatically charge scheduled payments for the membership packages:

   1. Click Automatically charge scheduled payments?

   2. Select the Payer.

   3. Choose one of the following payment methods:

   • To use credit card as the payment method:

   1. Click Credit Card.

   2. Enter the Card Number and the Card Expiration (MMYY).

   • To use electronic check as the payment method:

   1. Click Electronic Check.

   2. Select an Account Type.

   3. Enter the Account Number and the Routing Number.

   4. Enter any necessary Staff or Customer Notes.

   5. Enter answers for any Custom Questions, if applicable.

   6. Check any Checklist Items, if applicable.

6. Click Submit.

7. If the total amount of the transaction is the same, staff users are directed to generate a receipt.

8. If the total amount of the transaction is increased, staff users are directed to make payments.

9. If the total amount of the transaction is decreased, staff users are directed to refund or withdrew the transaction.

Modify membership fees for transactions with payment plans

When staff users modify membership fees, the system automatically adjusts the related payment plan to match the modified amount. Generally, the modified amount is evenly divided among each due date. If a payment schedule has been paid off, the new balance amount is added to the “not fully paid” due dates. System users cannot manually modify the payment plan while modifying membership fees.

If necessary, after the modify fee process, system users can go to Front Desk > Population > Customers > customer account function page > account balance to view and update the payment plan.

Note:

If the previous membership transaction has more than one linked payment plan, staff users are directed to the standard payment process.

Related topics

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