1. Check Account status, payment history, etc to understand when payments have been made or stopped

  2. Follow Manual invoice process to send new invoice–allows them to enter new payment info, restart membership, etc.

  3. Send canned response IF APPROPRIATE--otherwise, reply as required


Manual invoice process

  1. Edit membership - set “Pending - Renewal”

  2. Set membership renewal date one month forward

  3. Click “Generate Invoice”

  4. Fill out “internal info” on why you are generating 

  5. Select “Email” on generated invoice