How do I stop a member subscription?

You can stop a member subscription in two ways:

• Manually by clicking on the ‘Stop Now’ icon () on the member subscription maintenance screen, this will allow you to confirm or omit a pro rata charge/credit
• Automatically in the future by clicking on the ‘Edit’ icon () on the member subscription maintenance screen and manually modifying the Stop Date

When manually stopping a Member Subscription, there is an option to automatically calculate a Charge or Rebate.  When stopping a subscription you will be asked for the actual Subscription End Date.

• Select the reason for the subscription ending from the Stop Reason Drop Box.
• Put in the actual Subscription End Date
• If there are no charges/ credits pertaining to the Member Subscription choose the None radio button, otherwise select Credit or Invoice and click on ‘Calculate Pro Rata Credit or Invoice’ button
• If the Credit or Invoice radio button is selected and a negative amount is displayed in the Amount and Tax fields a negative invoice will be placed into pending Transactions with the same account code as the Subscription so this will then  “offset” any charges created for this Subscription against a member.
• You can also override the amount and tax, the default description and date range for the Invoice or Refund period.
• Click the Stop Subscription button. When a Subscription is stopped manually it moves the Member Subscription to the Member Subscription history.

Invoices/Credits will not show against the Member until the Pending Transaction has been processed. This also works with Renewal Invitations as any invoice/credit calculated will go into the Subscriptions category in Pending Transactions