How to apply membership dues waivers

Owned by Wanda Chambers (Unlicensed)
Last updated: Oct 30, 2020Version comment
3 min read

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  1. Locate Contact record
  3. Identify Sales Order to which dues amount waivers should apply
    1. Or if needed, Generate Bundle to create the Sales Order
  4. From the Quick Links view the list of Sales Orders
  6. Open the Sales Order list
  7. Select the applicable Sales Order
  8. Confirm the Sales Order Line items and Total amount
  10. Change the Status from Closed to Open and select Save
  12. From the Sales Order Lines box on the right side
  14. Select the dropdown arrow by each individual applicable Sales Order line, one by one
    1. Select Edit
    2. An Edit Sales Order Line Dialog Box will pop up
    3. In the Sales Price Field, delete the existing amount and type in the waiver amount
    4. Check the Price Override Box
    5. Select Save
  16. Once all applicable lines have been edited and saved, return to the Sales Order
  17. Select View All from the Sales Order Line box on the right
  18. Confirm that the individual line Sales Price is as expected
  20. Also confirm the individual line Totals are as expected
  21. Return to the Sales Order
  22. Confirm the Total amount listed for the Sales Order is  as expected
  23. Change the Sales Order Status from Open to back to Closed
  25. Add a note regarding the waiver by selecting Notes in the Quick Links
  27. Select New
  29. Type comments for the Note and Done
  31. Return to the Contact record and confirm that the Note was added