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Manually renew a membership and request payment

Use this when you need to renew a membership on behalf of a member.

Written by Lisa Shaw

Please note: this process is for memberships within the grace period - see here

1. Renew the membership

  1. Find the member and open Membership.

  2. Open their current or previous membership.

  3. Select Actions > Renew membership.
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    This will instantly renew the membership, creating a future plan if the renewal date has not yet been reached.

2. Request payment

The payment request is automatically sent using the Renewal Membership communications configured in your automated actions.

The communication may include a link to sheepApp (depending upon how your template is set up), where the member can pay by card if Stripe is connected or follow the payment instructions on the invoice. A direct debit payment plan can be added if there is an active mandate.

To check your templates and automated actions go to Settings: Automated-Actions | SheepCRM Help Centre

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