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 both the new member and 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 new member selected Direct Debit payment, the invoice will automatically be marked paid and the payment will be taken within the next 5 days. 
    If the new member selected Manual payment, the invoice is marked unpaid and listed in Reports > Unpaid invoices

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 Direct Debit payment, the invoice will automatically be marked paid and the payment will be taken within the next 5 days.
    If the subscription is set to Manual payment, the invoice is marked unpaid and listed in Reports > Unpaid invoices
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