What is causing deactivated memberships to show up in the automatic billing rules selection screen?

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Problem

When creating automatic billing rules, both active and deactivated memberships are showing up for selection.

Solution

Update Membership Name

You can change the deactivated membership name to indicate that it is inactive and should not be used.

  1. Go to the navigation bar and click Settings > Invoicing > Membership Types.

  2. Use the Status filter to filter for inactive memberships. Use the Status filter to filter for inactive memberships

  3. Click Edit for the inactive membership you want to update.

  4. On the Edit Membership screen that opens, click Basics > Name click Basics > Name

  5. Change the name of the membership to indicate whether it is inactive or deactivated.

When you're finished, click Save & Next. You don't have to make any additional changes, so you can exit the Edit Memberships screen.

Create a recurring billing rule

  1. Go to the navigation bar and click Accounting.

  2. From the Accounting screen, click Recurring Billingclick Recurring Billing

  3. On the Recurring Billing screen that opens, click Automatic Billing Rules.

  4. In the Apply this rule to the following membership types dropdown, both active and inactive membership types are shown. This allows for a comprehensive view of all memberships, regardless of their status. By changing the deactivated membership name to show that it is inactive/deactivated, you know you can avoid choosing these membership types. Automatic Billing Rules