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titleHow do I change the date that GoCardless instalments are taken?

When a member pays for a Subscription by instalments, the payment date is always centred around when the first payment is made. This isn’t always ideal for the member based on their personal finances, so they might want to change their payment date. This can be done by an admin:

  1. Navigate to the Subscription for which that you wish want to change the Renewal ChainGoCardless instalments for. This can be via a member’s profile, through Subscriptions > Browse Subscriptions, or Subscriptions > Manage Subscriptions.

  2. Click “Action” > “Edit Repeating Payment”.

  3. Scroll down to “Amendments”.

  4. For “Type of Change” select “Dates and Amount”.

  5. Change the “Next Payment Date”.

  6. Click “Apply Changes”.

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titleHow do I correct an overpaid Subscription?

Sometimes a Subscription is over paid by accident. This can be from a miscommunication or a discount that wasn’t applied before payment. An admin can fix this very easily:

  1. Navigate to the Subscription that has been overpaid. This can be through the member’s profile page, Manage Subscriptions, or somewhere else.

  2. Click Action “Action” > Edit“Edit”.

  3. Adjust the cost to the amount that the Subscription should be.

  4. Enter a reason explaining the change.

  5. Uncheck “Send Notification Emails”.

  6. Click “OK” to save.

  7. A refund for the difference between what was paid and the new cost of the Subscription will be created.

  8. Follow the instructions in this guide to process the refund: Refunds

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titleHow do I change when a Subscription offer expires?

Subscription offers can be set to expire after a certain number of days. This can reduce clutter of those who don’t reject their offer when they leave the club, as well as allow others to join if membership places are limited.

To change the default offer expiry date:

  1. Navigate to Admin “Admin” > Settings “Settings” > General “General Club SettingsSettings”.

  2. Click on the “Membership” tab.

  3. Scroll down to the “Membership Application Workflow“ section.

  4. Subscription Offers Valid For Duration: Enter the number of days after a Subscription is offered that it will expire. If left blank, or set to 0, Subscription offers will not expire.

  5. Click “Save Changes“ at the bottom of the page.

  6. Any Subscriptions existing Subscription offers that are currently in an offered state that have passed the duration set will expire overnight.will not be affected

To change an individual offer expiry date:

  1. Navigate to the Subscription that has been overpaidyou want to change the expiry date for. This can be through the member’s profile page, Manage Subscriptions, or somewhere else.

  2. Click Action “Action” > Edit“Edit”.

  3. Offer Expiry Date: Enter the last day that the Subscription can be accepted.

  4. Enter a reason explaining the change.

  5. Uncheck “Send Notification Emails”.

  6. Click “OK” to save.

  7. If you entered a date in the past, the Subscription offer will expire overnight.

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