Overview
Edit the details of a customer’s membership to update a customer’s billing information, revise recurring services, or make other changes.
Who uses this feature
Administrators and office employees
Primarily for Residential Service and Replacement business types
Applies to all trades
Things to know
Editing a customer’s membership only affects their membership, not the membership type or any other customer’s membership.
On a customer’s membership record, click View Audit Trail to view all edits to a membership and a membership’s recurring services. This makes it easier to identify who made edits and to resolve customer issues.
Edit customer memberships
Search for the customer and click the record you want to open.
Under Membership, click the membership you want to edit. Memberships are listed from newest to oldest
Click Edit
icon.
4. Edit your membership settings:
Type | The membership type. |
|---|---|
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
|
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 to | 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.
|
Recurring Services | The recurring services included with the membership. The customer is not charged for these services. To update:
|
Click Save.