Editing an Individual or Group Membership Cost

You are able to edit the cost of an individual's membership without having to change the cost of the whole package. This is useful if you want to offer a discount to a particular individual or group.

Please note: This needs to be done before sending a payment request or before manually adding payments.

Step 1: Go to the Membership module in the Admin area on the left hand side.

Step 2: Find the individual or group's membership record, via the membership package or the 'View all members' tab in the top right. Click on this to open up the membership record. 

Step 3: When you are within the individual or group's membership, click on 'Edit' button next to the balance of the membership. 

Step 4: Enter the full or monthly cost depending on what need's changing. Remember to tick the box confirming you want to change the cost. Then select the blue 'Confirm' button.

Step 5: You will see a message flash on the screen letting you know the update has been successful.

When you send out the payment request, the edited price is what the member will see and be asked to pay. 

Please note: If a payment has already been added manually (cash, cheque or other) you will need to 'Refund' the payment.

Add the amount to refund and change the membership status to 'Cancelled'. Tick the box to confirm changes and then select 'Confirm'.

You will then be able to edit the membership cost for that member.

Add the new cost of the packages for this particular member/ group: 

You can then send a payment request/ add a manual payment depending on what is needed. This payment will feature under a new section as shown below, with the new cost appearing in the 'Current period' section.