About Benefits Renewal
All Benefits configured to "Renew Annually" will be set to automatically renew on a yearly basis. 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
- 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 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 deactivated benefit.
Renewing Benefits for a Single Profile
Follow these steps to manually force renewal for a single profile:
- Open the Profile and scroll to the Benefit Management section.
- Select Manage Benefits.
- Select Renew Benefits from the drop-down menu.
- Check the boxes for the Members renewing benefits.
- Select 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.