Membership Management FAQs

Why do my Membership Due Dates look inconsistent when I generate invoices?

First post and replies  | Last post by Admin, 2 weeks ago

If I delete a member record, can I be sure that all historic membership assignments and Receipt/Payment transactions will remain in my accounts?

First post and replies  | Last post by CT Support, 3 months ago

How Do I Record a Refund/Credit against a Fully-Paid Membership Billing Line?

First post and replies  | Last post by CT Support, 7 months ago

How do I Edit Members from the Member List views?

First post and replies  | Last post by CT Support, 1 year ago

How do I import or upload member records?

First post and replies  | Last post by CT Support, 1 year ago

How Do I Manage Trip Registrations and Payments for our Members

First post and replies  | Last post by CT Support, 1 year ago

How do I see all my members' Unallocated Payments?

First post and replies  | Last post by CT Support, 1 year ago

How can I cancel "One Time" (non-recurring) Membership Assignments and issue a refund.

First post and replies  | Last post by CT Support, 1 year ago

Why are prior-period Billing Lines appearing in my Billing Schedules and Member Invoices, Statements & Billing reports?

First post and replies  | Last post by CT Support, 2 years ago

How do I account for Membership Prepayments made in a Prior-Year?

First post and replies  | Last post by CT Support, 2 years ago