Renewing a Membership from the Membership Profile

To renew an individual's membership, use the following steps:

1. Go to the Membership Profile.
2. Click the renew link in the Profile Information Panels. The Renew Membership form displays.
3. Select a source code, if applicable.
4. Select a renewal package.
5. Select the renew/rejoin check box.
6. Select the invoice batch.
7. The invoice date field populates with the batch date.
8. Select the invoice type (prepaid, terms, proforma).
9. If applicable, enter a purchase order number.
10. The individual's name automatically populates the bill to/paid by field. (This information can be edited.)
11. Select a payment method and enter any relevant payment information.
12. Click Renew Now. The Effective and Expire dates are updated with new dates.

Note: If the Rejoin link is used from the Membership Profile, NetForum will treat the record as a rejoined membership and will populate the rejoin date.

Technical Information

If the system option MembershipRejoinOnAdd is enabled, when a membership is added, netFORUM will check for previous memberships. If a previous membership is found, the join date field on the new membership record will populate with the join date from the previous membership.

If the system option is disabled, NetForum will treat adding a new membership as adding a new membership and the join date will default to the current date.

Note: If the Rejoin link is used from the Membership Profile, NetForum will treat the record as a rejoined membership and populate the rejoin date.