Edit customer membershipsLast updated on 09/13/2022

Business Unit

The business unit the membership is assigned to

Tags

Click the field to add previously created tags to the membership. To learn more, see Manage tags.

Customer PO#

The PO the membership was sold on

From

Date the membership became active

To

Date the membership expires

Status

Status of the membership: Active, Suspended, Expired, Canceled, or Deleted

Note: Deleting a membership is not recommended. Canceling a membership, which retains the membership in your historical records, is the recommended best practice.

Cancellation date

The customer’s membership is canceled on this date. Use this field if the customer intends to cancel their membership in the future.

First billing date

If the membership has recurring billing, this field is set to the sold date on the invoice

Next billing date

If the membership has recurring billing, the next date the customer is billed

Preferred payment method

Payment method for membership billing. This payment method is automatically charged when you process membership billing.

Coverage Period

How the coverage period is displayed on the billing invoices.

Sold by

If your payroll is set up to pay out commission on this membership, the technician or employee who earns commission for the membership sale

Activated by

Name of the employee who sold or converted the estimate. No commission is paid. This field cannot be edited.

Apply member pricing

If the membership discount should be applied to all service locations, select all locations.

If you want the membership discount to apply to one service location only, select the service location.

Billing template

Click Edit to change items on the membership billing template if the customer has specialized billing needs. Changing the billing template only affects the customer’s membership and not the membership type.

Memo

You can enter an internal memo on the membership. The memo does not appear on the customer invoice.

Initial Deferred Revenue

Used for imported memberships, to set their starting deferred balance.

Renew membership with

This is the renewal membership task in your pricebook. This task is automatically added to the renewal estimate, but it can be changed on the estimate.

Billing Preference

Whether the customer receives a printed or emailed invoice

Add recurring services to

This sets where recurring services occur for this membership.

• all locations—The membership recurring services are applied to all of the customer’s service locations.

• the following location—The membership recurring services are applied to this service location only.

Recurring Services

The recurring services included with the membership. The customer is not charged for these services. To update:

• Click the Trashcan icon to remove a service.

• Click Add Recurring Service and select a service from the drop-down list to add a new one.