Updating a Current Member's 'In Arrears' status & 'Arrears Amount'

Video for 'Past Members' list but process the same

Description

If a current member is 'In Arrears', this can be recorded at any time, not just when their membership status changes (e.g. resignations or cessations). Their 'In Arrears' status can be changed at any time and the value updated at any time, so if they were to pay off all, or some of, their outstanding arrears this can be updated quickly and easily.

Step by Step Instructions

Step 1: Open the 'Member Details' screen for the relevant member

Step 2: Click the 'Update' button within the 'Membership' region of the 'Personal Details' tab

Step 3: Amend the 'In Arrears' dropdown to the relevant value ('Yes' or 'No')

Step 4: Specify the correct 'Arrears Amount'

Step 5: Click 'Save'

Step 6: Upon reading the confirmation message, click 'OK' to confirm the change

Additional Information

•  There is no need to amend the 'Membership Status' or set an 'Effective Date' if simply amending a member's arrears.

• When entering 'Arrears Amount', the currency should be that which the unit uses, and as a result, no currency symbols are displayed.