Cancelling a Membership

• You can cancel a membership and can remove it from the records.

1. The financial action will depend on your contract with the member. They may be liable for the full period in which case any ongoing charges such as Direct Debits would continue.
2. There may be a cancellation fee which should be collected.
3. If the membership is no longer to be valid, highlight the membership on the member's page then click on the Expire box. A small screen will open which allows you to set an expiry date and give a reason. If you want the membership record to be completely removed, tick the box. This will leave no record in the member file. Click on Ok to action cancellation.
4. If a refund is owing and you want this recorded in the member account the easiest method is to use the Account Adjustments function. This is located on the left hand side of the screen under Accounts > Make Adjustment. Make a negative adjustment if a credit adjustment is to be made. The refund itself would be put through Add Payments as a negative amount. Check end result in Member Account > Transactions afterwards.
5. If you wish to remove an expired membership from your records, unexpire it then expire and tick the Wipe Membership Completely box.
6. If you wish to remove the member from your records, open the member file and under Member on the top menu bar, choose delete. Normally you would not delete but leave the member file in your records in case there is a rejoin in the future.