When a member requests to leave the club, you need to update the database to reflect that they are no longer an active member. This knowledge base explains how to add them to a Resigned Exclusion as well as how to cancel any future payment plans and direct debits.
To close an account, you need to:
Set an exclusion
Remove any payment plans/direct debit agreement
Zero an account
Set an Exclusion
Navigate to the exclusions page on the selected member’s detail page
Select add an exclusion and input the exclusion type and effective from date
Once the information has been input, select ok to save.
There are two different tasks in the next step so we will break them down a little further:
Cancelling the Payment Plan
Navigate to the accounts receivable module
Select payment plans
Input the member number into the member number field shown below, this will bring up all payment plans on the member’s account
Select the payment plan to cancel, then select cancel to remaining payment plans
Confirm the date you want to cancel on and select Yes
Cancelling the Direct Debit Agreement
Make sure you are in the Membership module and have the Member you want to cancel up
Navigate to the Agreement window under the Direct Debit Tree. This will show all agreements under the member
Select the edit icon to pull up the Agreement’s details
Enter in an end date and click Ok
Now all these steps have been completed, all that is left is to balance the member’s account. If you have any questions, please email email@example.com.
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