How To Adjust Renewal Invoices?

1. Navigate to the billing system and search for the member record.
2. From the search results, click on the member record.
3. Locate the invoice in the "Timeline/Transactions" section and click the "chg" button beside the invoice.
4. To update the invoice due date, choose a new date from the date picker menu.
5. (Optional)Unchecking the "Is this a Renewal?" box will convert the invoice to a new-member invoice.
6. To update the invoice effective date, click on the "chg" button under "Renewal Terms Included".
7. (Optional)To modify the membership plan listed on the invoice, choose a plan from the dropdown. Note that this change won't permanently alter the member's actual plan.
8. To modify the effective date of the invoice, choose a new start and end date from the Effective and Expiration date pickers.
9. (Optional)To add additional features to the invoice, admins can simply check the boxes in the selection area. However, this change won't affect the member's actual plan. If you want to add the add-on to future invoices, please modify the member's plan settings under the Member Information tab > Email/Plan tab.
10. Click Submit.
11.  Click Submit again to apply changes.

1. To view invoice change history, click "chg" beside the invoice.
2. Click the "view changes" link from the bottom of the page.

The page displays the updated record (Renewal Record or Invoice Date), the date of the change, the previous and current invoice amounts, and the person who created the invoice.