About Benefits Renewal
All Benefits configured to "Renew Annually" will be set to automatically renew when the member has renewed by paying a Dues Invoice. Because of the many ways a member "renewal" can be applied, this process is run once each evening, to update all Benefits for members who renewed that day. The auto-renew system looks for two key criteria:
- The member's benefit Expiration Date has passed, and
- The 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 until it is manually marked as inactive or manually 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 inactivated benefit.
Renewing Benefits for Multiple Profiles
Follow these steps to manually force renewal for multiple profiles:
- Go to Profiles > Benefit Management (or scroll to the Benefit Management section in the browser version).
- se the Search or Advanced Search tools to find and select the Profiles whose Benefits you want to Renew.
- Check the selection box next to the name of the Profile, or check the Select All box to check all boxes at once.
- Select Renew Benefits from the Drop Down menu.
- Check the boxes for the Members you want to renew benefits for (1 or several).
- Click the Execute button. The Confirmation window will appear.
Watch a Training Video:
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This feature is included or available for purchase with the following MC Trade packages.