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- From the Contact's record, go to Memberships on the related list and select the ABI's subscription number. This will take you to the subscription record.
- On the Subscription record, select the Renew button in the upper right. This will take you to a sales order record.
- On the sales order record, hover over the sales order lines to review the sales order items, (if you need to adjust anything, you can select the sales order line and edit as needed). When you are finished with your review, select Ready for Payment button in the upper right. This will close the invoice and allow you to process the payment now or send an email to the customer with a link so they can pay on their own.
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