Memberships - FAQLast updated on 09/28/2022
When I book recurring service jobs (membership appointments), I see positive and negative tasks on the invoice. What’s the purpose of the + / - tasks?
When you book recurring service jobs (membership appointments), can extra services (non-membership items) be added to the invoice?
How far in the future can I book recurring events?
What’s the difference between Membership Savings and Potential Savings?
Customer Membership Status
Is it possible to restore a deleted membership?
What happens when membership gets suspended? How does a suspended status affect billing and recurring services?
If membership is canceled, is it expected for the recurring services and events to disappear?
How do we remove recurring events from the location profile if updating the membership status doesn’t remove them?
Why did the membership that I just sold disappear?
Why didn’t the customer’s membership tag disappear from their location profile after the membership expiration?
Is there a way to report on expired memberships that have not been renewed to either the same membership type or a different membership type?
Membership Type Discounts
Can I apply discounts to tasks through a membership type?
What if two discounts are set? For example, I have a member price set in the Pricebook and a membership type discount set. Which one will apply?
Why is the discount not showing up on the invoice?
Why are all my subcategories receiving discounts?
What does Do not discount if percentage is set to 0% mean?
What happens when I select Allow proportional markup of standard price on a $0 item?
If a customer has more than one membership with competing category discounts, how will I know which one they will get?
What happens when I deselect Show membership savings on customer-facing invoices?
Why can’t I enter a $0 amount in the Price field?
Why doesn’t the member price appear on the invoice?
What happens if there is more than one discount, which discount will get generated?
Discounts and Invoices
How will a task be discounted if a customer is a member before the task is added to the invoice?
What happens if I manually change the auto discount price of a task but we use percentage discounts in their membership types?
What happens if I manually change the auto discount price of a task but I have already set a member price for discounts?
Can I manually change the standard price in Pricebook even if I am using percentage discounts in membership types and member prices?
Why do both the standard price and my manually entered price show the member price on the printed invoice?
What happens if the standard and member prices are both less than $0?
Why doesn’t membership savings appear on an invoice?
Why are there no discounts visible on an invoice?
How does a technician add an estimate to an invoice?
Will the discounted items be affected if I have an existing membership and estimate with a sales task sold but I perform the work later?
Member Savings Configurations
If I enable the Show invoice member savings name configuration, will it affect the customer account?
If I enable the Show member savings on printed invoice configuration, will it affect the customer account?
If I enable both the Show invoice member savings name and Show member savings on printed invoice configurations, will it affect the customer account?
If I disable both the Show invoice member savings name and Show member savings on printed invoice configurations, will it affect the customer’s account?
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.