Renew Member Benefits Manually

Introduction

Benefits can be set to renew automatically when the member pays a Dues invoice. The auto-renew system looks for two things:

1. The member's benefit Expiration Date has passed, and
2. There are no DUES invoices with a balance due for the profile.

If the member benefit does not meet the requirement above, the benefit will not be renewed. It will remain active until either the member is dropped (at which point the benefit will be inactivated with the membership) or it is manually marked as inactive or renewed.

Upon renewal, the previous year's benefit will be marked as inactive, and a new benefit will automatically be created, using the same settings, with an expiration date one year later than the deactivated benefit.

Renewing Benefits for a Single Profile

Follow these steps to manually force renewal for a single profile:

1. Open the Profile and scroll to the Benefit Management section.
2. Select Manage Benefits.
3. Select Renew All Benefits at the top right corner.

When Renewing All Benefits, only active benefits with the Renew Annually checkbox checked will be renewed. Inactive benefits show on this page for historical reference only, and cannot be renewed using the Renew All Benefits button.

Renewing Benefits for Multiple Profiles

Follow these steps to manually renew benefits for multiple profiles:

1. Go to the Profiles menu > Benefit Management.
2. Select the Search or Advanced Search tools to find and select the Profiles with Benefits to be renewed.
3. Check the selection box next to the name of the Profile, or check the Select All box to check all boxes at once.
4. Select Renew Benefits from the drop-down menu.
5. Check the boxes for all Member profiles that require Benefit renewal.
6. Select the Execute button. The Confirmation window will appear.
7. Select Confirm.