How Do I Change the Payment Amount Or Next Due Date On the Member Profile?

There is a feature within Member Profile that will allow you to make changes to the NEXT PAYMENT DUE DATE or the PAYMENT AMOUNT. It will also generate a new contract displaying these changes. Below is an overview on how to use this feature.

DISCLAIMER: Please make sure before doing this that your member has $0 DUE and does not have any OPEN INVOICES. Making any changes here WILL NOT REMOVE OR CHANGE invoices pending.

Login in to the Club Advantage Software, navigate to and Click on the Membership link under Member Profile.

Search for the member you are looking for.

When the members name appears under the Search function please make sure to select the Primary member’s account.

Once you have the Membership tab open for the Member in question, Click on the Change Bill Date and Payment Amount link in the top right corner. This is where we will be able to make the adjustment.

The Edit Contract feature will open in a new window. You will see that there are two fields you can make adjustments for.

New Next Bill Date and New Payment Amount

To change the New Next Bill Date simply click on the Date and a Calendar will appear. You can Select the Month or Year Drop Downs as well to find the exact date you are looking for.

Once you have found the Exact Date you are looking for, click on that date and it will be reflected on the Edit Contract Screen.

(By Editing This, it will PERMANENTLY change the DUE DATE to that day. )

To change the New Payment Amount, simply click on the Amount Field and Delete the Old Amount and type in the New Amount you wish to charge the member.

If you have Sales Tax that amount will be properly shown according to your Tax Percentage off to the right of the Amount Field.

Once you have completed your changes. Select the EDIT CONTRACT button on the bottom of the Edit Contract Screen.

Then when saved you will see this Update Successful message appear

You will then be forwarded to the Contract Screen. The contract will reflect the changes that were made weather it was the due date, the amount or both.

If you have the signature pad you it will ask you if you would like the member to sign the new contract. If you do have the members sign, After the signatures have been collected, select Save Contract on the top.

You will then have the Manage Contract screen appear where you can either Print or Email the contract so the member can receive their copy.

This concludes the How do I change the Payment Amount or Next Due Date in Member Profile. If you run into any issues please feel free to call the Client Line at 877-772-3348.