Understand the membership subscription process

This article explains what happens when a new member joins or an existing member renews their subscription. 

When a new member joins

  1. A new member completes an online joining form.
  2. A confirmation email is sent to the new member (and a separate notification is sent to all administrators).
  3. If the new member does not already exist in the database, a new contact is created. 
  4. A new membership subscription is added to the contact. 
  5. The first subscription invoice is created.
  6. The renewal date is set in the future depending on the billing frequency of the plan.
  7. If the subscription is set to be paid by Direct Debit then payment will be taken automatically in the next 5 days and the invoice marked as paid.
    If the subscription is set to be paid Manually the invoice will need to be marked as paid manually by an admin once payment has been received via a different method. 

When a membership subscription renews

  1. If enabled for the plan, a reminder is sent to the member 14 days before the renewal date informing them that their renewal date is approaching and explaining any action required. 
  2. On the renewal date an invoice is created and the renewal date is set in the future depending on the billing frequency of the plan. 
  3. If the subscription is set to be paid by Direct Debit then payment will be taken automatically in the next 5 days and the invoice marked as paid.
    If the subscription is set to be paid Manually the invoice will need to be marked as paid manually by an admin once payment has been received via a different method.
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