What caused a customer to be charged for a membership task when they didn't have a membership set up?

Problem

A customer was charged for a membership task, but the customer does not have a membership. An employee added the membership sale task to the invoice, causing the charge.

Solution

If a customer has an active membership they will be billed based on the membership type billing setup. You need to check the following details:

1. Check the customer's membership type

2. Check and update the sale task on the membership type in Settings

3. Remove the accidentally created membership from the customer profile.

Check the customer's membership type

1. Go to the customer profile and go to the Membership section.

2. Look at the membership type that was accidentally created.

Check and update the sale task

1. Go to Settings > Invoicing > Membership Types.

2. Edit the membership type in question.

3. Under Billing, look at the membership sale task added and edit it if it is not the right sale task.

4. Click Save & Next.

For more, see Create new sale and renewal tasks.

Remove the accidentally created membership

1. Go to the customer profile and go to the Membership section.

2. Click the membership you want to edit.

3. Click the Pencil icon.

4. Edit the membership Status to Cancelled.

For more, see Cancel and delete customer memberships.