How do I use the 'Raise Subscriptions' function?

To Raise Subscriptions:

• Hover the mouse over the ‘Administration’ tab
• Hover the mouse over the ‘Accounting’ section and Click on the ‘Raise Subscriptions’ option.
• You will then have the option to filter out the subscriptions that you wish to raise. Filter the selection by Subscriptions (individually or by Subscription Group), Subscription Frequency (defaults to All) and optionally Members through Member code, Branch and Payment Method(s).
• Once you have selected your criteria, you can now Click on the ‘List Subscription Codes’ button
• You will be presented with a list of the Subscription Codes included based on the filter from Step 1. You are able to exclude individual subscriptions if you wish by un-ticking those you wish to exclude. Once completed select the button ‘Accept Subscription Codes’.
• You will now be asked to enter the Subscribed Until date range. You will usually leave the Date From as defaulted. Put the date up to which you wish to run your renewals in the Date To field.
• If you have multiple subscriptions against a member you will now have the option to create separate invoices for each member. If you leave the Create Individual Invoices flag blank it will combine multiple subscriptions for the same member on the same invoice.
• Click the ‘Prepare’ button and you will be presented with a summary page that informs how many Subscriptions will be raised for each of the Subscription Codes selected.
• To continue press Generate. This will ask you to confirm a pop up screen. This will reconfirm the total number of Transactions generated with a button to proceed to Pending Transactions to be able to review the subscriptions in detail and to process.

Important Notes:

There are other places in the system where you can affect a Subscription update:

• Raise Subscriptions can also be activated for a single Member by using the Raise Subscriptions button located on the Members Profile page – under Subscriptions > Edit > Member Subscriptions page.
• Also you can effect a Subscription upgrade in Manual Invoicing and Payments under Manage Transactions in the Members section. This is where you may receive payment from a Member prior to issuing the Invoice (this will always be the case with Renewal Invitations). This process will create the invoice and roll forward the subscription dates as well as allocate the payment received to the invoice.
• You can modify the member subscription manually within Member Subscriptions.
• Members can renew online if you have the Member Self Service module installed.

To complete the Raise Subscription process, click on the Go To Process Pending Transactions button. See Pending Transactions section of this User Guide for further information.