Renew a Membership

Renew a Membership

Click here to download pdf version

Step-by-step guide

  1. Locate contact record

  2. Review information in the Membership section by scrolling down

  3. Click on Related tab to review additional information

    1. Review Term End Date

  4. At the top of menu on right side of screen, just below the pencil select down arrow

  5. Select Generate Bundle

  6.  

  7. Wait for pricing Bundle to be created, will see messaging that the Sales Order was created

  8. View Sales Order Lines

  9. Review total pricing

  10. Select Process Payment

  11. Apply a payment





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