Please follow the steps
mentioned below incase of the scenario(s) where the manual status change is
required.
New
member sign-up for online membership and do not make a payment. System is
showing the membership status as "Pending
Payment" and member's status 'Inactive'.
If member comes to office
and want to pay, then:
- Go to Memberships > Memberships of required type > List All Membership Transactions
- Search
for the member's record. The new membership's status will be shown as 'Pending
Payment' in Membership Status column.
- Click
on '$' sign in the right most column
for the membership's record to make payment.
- As an
admin you can edit the amount of membership fees to offer discount. Please
refer to the article How to offer membership fee
discount.
- Select
Payment Option (check/cash/credit card) and proceed with payment.
On successful payment of
membership fee, the system will change the membership's status from 'Pending
Payment' to 'Enrolled' and member's status from 'Inactive' to 'Active'.
Note:
On Memberships > Membership of Required Type > Members
You
can change the status of a member by clicking on the “Activate Member” and
“Deactivate Member” icon in the Action column too.