Have you encountered cases where you need to bill a member again because they wanted a different membership type? Read our steps below on how to do so in iMIS 20.3.
1. Go to the member’s profile in staff site.
2. Click the Membership tab.
3. Edit the Membership panel by clicking the pencil and update the member’s member type to the new member type.
4. Delete any existing Paid Through, Billed through, Renewed Through dates.
5. Click ‘Save’.
6. Click ‘Actions’ > Generate renewals.
7. Select the new billing cycle that applies to the new member type.
8. Select the new effective date. For example, 1/1/2020 if you have annual dues that start January.
9. Click Generate bills.
You are now able to make changes to your members’ member types if they choose to do so. Check out our how to video for a complete walk through.
Note, if you are a customer who has recently moved to iMIS 20.3 from iMIS 20.2, you may need some items added to your site to complete the steps above. Please click here for assistance and a Support Analyst will get back with you shortly.
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