Manual member renewal

Overview

• Wild Apricot automates membership renewals (see Member renewals automation) and allows your members to process membership renewals on their own (see Member - renew or change level)
• It is also possible for administrators to process the renewal manually, for example for members unwilling or unable to use online self-service for renewal. This page describes how to process a membership renewal manually.
• Note: Only Full Administrators or Member Managers can process membership renewals, see Managing site administrators

Processing a membership renewal

Find the member in question, go to the Membership tab and click on the [Renew] button.

The renewal button is only shown if the membership level renewal period is not "Never", and there is a specific renewal due date in the member record.

Updating Membership Information

When renewing a member manually you will need to provide the following details:

• New renewal date - You can specify the next renewal date using this option.
  • New status - The new status will automatically be set to 'Pending -Renewal' at this stage.
• Update Member Record - If any of the member data has changed, you can also update it at this point.

You can also select an option 'Send Notification' - system will automatically email member a notification about renewal (see screenshot below).

Membership Renewal Invoices

For paid memberships you will have the option to generate a renewal invoice or activate the member without an invoice.

• Activate without invoice - will apply the renewal without generating an invoice (choose this option if the renewal is free, or you do not plan to record payment in Wild Apricot) 
• Generate Invoice - will generate an invoice for the renewal (you have the option of recording payment on the invoice right away, or wait for member to make the payment)
• Cancel - will cancel the renewal (if you changed your mind for whatever reason!)

If you choose to generate the invoice, the member can view the invoice and make an online payment through their profile, see View account history and pay invoices

Once invoice is generated, you have an option to email it - the member will be able to view/pay the invoice online.

If you have already received a payment, you can record it on the invoice to close it off.