Why is there a membership cancellation invoice created?

Problem

A user updated the membership status from expired to canceled, which automatically generated a cancellation invoice.

Solution

1. Understand why the invoice is created. The system automatically generates a cancellation invoice when a membership status changes from expired to canceled. These settings can be changed in Membership Types settings.

2. Check the membership audit trail.        

   1. Go to the customer profile.

   2. Find the membership that the invoice belongs to.

   3. Review the audit trail by clicking View Audit Trail to confirm that the status change to cancel led to the invoice creation.

3. Review the cancellation invoice.        

   1. Locate the invoice created by the system.                

      Note: The invoice should be zeroed out due to the cancellation status, meaning no balance should be left.

4. Adjust membership cancellation settings (if necessary).        

   1. Go to Settings > Invoicing > Membership Types > Recurrences > Revenue Recognition.

   2. Find the question If a canceled membership has a leftover balance, what do you want to do?

   3. If you prefer not to generate a cancellation invoice, select Do not create a charge/refund invoice or Option to create a charge/refund invoice.

Caution: Be careful with the Do not create a charge/refund invoice setting if there's deferred revenue and a remaining balance. We recommend you select Option to create a charge/refund invoice instead. This lets you decide how to handle any leftover deferred balance.