From Billing, select Manage expired members
Old Member Type
Enter an existing member type that you want to convert or select the lookup icon to select a value.
Expires on or Before
Enter the customer's Paid Thru date.
Include Blank Paid Thru
Check this field if you want the system to find those customers from whom no payment was ever received (resulting in a blank Paid Thru field).
Note: Selecting the Include Blank Paid Thru option may include your newly joined as well as your delinquent customers.
New Member Type
Enter the non-customer type that you want to assign to delinquent or expired customers or select the lookup icon and select a value. You can retain the existing member type designations and simply change their status. To retain the member type, leave the New Member Type field blank.
New Status
(Defaults to S, for Suspended) Enter a status or select the lookup icon to select a value.
To modify a member type or status
Note: Perform the following procedure for a single member type you want to modify. If you have more than one member type to modify, perform the procedure as many times as necessary.
1. From Billing, select Manage expired members to open the Manage expired members window.
2. Click Edit.
3. Enter the member type you want to modify in the Old Member Type field or click the lookup icon to select a value.
4. Enter the old expiration date to use as the basis of the conversion in the Expires on or Before field. The system finds all of those member types who have a Paid Thru date that matches or precedes the date you enter in this field.
5. (optional) Enable the Include Blank Paid Thru option if you want the system to find those customers from whom no payment was ever received.
6. (optional) Enter the member type you want to assign to delinquent or expired members or select the lookup icon and select a value. You can retain the existing member type designations and simply change their status. To retain the member type, leave the New Member Type field blank.
7. (optional) Enter the New Status or select the lookup icon to select a value. To retain the status, delete the default status of S (Suspended).
8. Click OK.