Replacement Wizard - Change In Member's Recurring Club Dues

This section will walk you through the fields that need to be updated when an account has a payment that is invoiced, but the amount needs to be adjusted.

Note: If the payment is NOT invoiced yet, the account does not need to be replaced. Adjustments can be made through Member Profile > Membership Tab > Change Bill Date and Payment Amount (located in the top right corner).

If the Membership Dates and the Billing Information are not changing or being modified in any way, select Next.

Payment Cycle: Select the Payment Cycle even if it is not changing. This will help assist in other fields that need to be adjusted.

Recurring Payment Amount: Enter the correct recurring payment amount.

First Payment Due Date: The begin date has not been changed, so this section is referring to the agreement’s first due date, and does not need to be adjusted.

Number of Received Payments: Adjust this value if the Next Payment Due Date is showing incorrectly. This example does not require a change in the due date, so the Number of Received Payments is accurate. Verify the Next Payment Due Date is displayed correctly.

Once this is completed, select Next.

Adjust the renewal terms if needed. If not, select Next.

Replacement Reason: Description of replacement that can be referenced at a later date.

Example: Removed secondary member from account and needed to adjust invoiced recurring club dues to reflect accordingly.

Review all information to ensure accuracy. If anything needs to be adjusted, select Back and make the necessary changes prior to submitting the replacement.

After you select Submit, you can review and print the new agreement. Once your finished reviewing the agreement please select Save Account on the top of the screen.

Once you press the Save Account button the Manage Account Contract screen will appear where you will be able to Print Contract, Email Contract (to the member with valid email address) Add Another Member (to the existing Primary account),Record a Body Measurement or Close This Window and go back to the Club Advantage Splash Screen.