To modify a customer type and status
Note: Perform the following procedure for a single customer type you want to modify. If you have more than one customer type to modify, perform the procedure as many times as necessary.
- From Billing, select Manage expired members to open the Manage expired members window.
- Click Edit.
- Enter the customer type you want to modify in the Old Member Type field or click the lookup icon to select a value.
- 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 customer types who have a Paid Thru date that matches or precedes the date you enter in this field.
- (Optional) Enable the Include Blank Paid Thru option if you want the system to find those customers from whom no payment was ever received.
- (Optional) Enter the customer type you want to assign to the customers in the New Member Type field or select the lookup icon and select a value.
- (Optional) Enter the New Status.
- Click OK.