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Renewal Rules

Renewal rules should be entered by admin instead of hard coded.

How to Renew a Membership​

  1. Open the member membership record.
  2. Check the current active end date.
  3. Start the renewal after the existing active period ends.
  4. Review the renewal amount and payment schedule.
  5. Generate the invoice.
  6. Renew access after payment requirements are met.

Rule Types​

TypeMeaning
Fixed amountRenewal uses a fixed currency amount
PercentageRenewal uses a percentage of the membership price

Renewal Date Range​

Renewal screens should show the date range clearly without using disconnected boxes. Finance and admin users should be able to understand:

  • Current membership end date
  • Renewal start date
  • Renewal end date
  • Billing amount
  • Payment schedule

Payment Requirement​

For manual membership renewal, the recommended flow is to invoice first and only apply the new active period after payment requirements are met.

This keeps membership access aligned with finance records.