From within the member profile click on the Edit button on the Subscriptions line, then click the Add Subscription button.
On this page fill in the following details:
| Subscription | Select the name of the subscription code you want to add to the member from the drop down list. |
| Frequency | Select the frequency for the subscription code from the drop down list. Where your subscription code has only one frequency this will default to that value. |
| Pro Rata | If the selected subscription code is configured for pro rata the pro rata date is displayed. |
| Amount | The amount (ex tax) of the subscription. If the subscription code is configured for variable pricing per member it will be possible to edit this amount. |
| Tax | The tax amount on the subscription. If the subscription code is configured for variable pricing per member and the price edited this will be calculated at the rate set in Company Settings. |
| Invoice Extended Description | This free format field is added to the end of the invoice line description on the invoice document. Can be left blank. |
| Start Date | This is the date that the member started on this subscription. It is stored as an historic record of the date when the member started on this subscription and does not change when the subscription is renewed. |
| Previous Subscribed Until | For new subscriptions this will always display n/a. Once a subscription has been renewed this will display the subscribed until date prior to the last renewal. |
| Subscribed Until Date | This is the first day that the member is no longer paid up to for this subscription. If the member has never paid it is the start date (It will default to the start date when the start date is entered), if the member has paid this subscription for whatever reason (eg. as part of the joining process) then this date will be one period (as determined by the selected frequency) after the start date. This date is updated each time the membership is renewed. |
| Stop Date | Optional Allows for the subscripiton to be scheduled to be stopped on a specific date or after a number of occurences. This is used when a subscripiton is only available to a member for a limited time. |
| Succession Date | A Subscripiton code can be configured to be succeeded or followed on by another, Eg. a Student subscripiton may only be valid for a fixed period. If configure, enter the date or number of occurances before the subscripiton should be succeed. Not displayed if the selected subscripiton does not have a succeeeding subscripiton. |
| Price Review Period | Optional. A month can be set for reporting purposes that allows for you to review individual members subscriptions on an annual basis. |
| Invoice Parent | Used if Parent Invoicing is activated and the member has a parent configured. If selected subscription will be invoiced to the parent. Not displayed it not required. |
Click Add.
You may need to either raise the members subscription (if using subscription invoices) or renew the members subscription under manual invoices (if using renewal invitations)
See also Subscription discounts
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