Hold Set-Up for Accounts Drafting on 15th
Hold Set-Up for Accounts Drafting on 15th
Alert! This is a workaround to accomodate our old date-to-date holds
functionality for memberships drafting on the 15th of the month. This process includes an extra preliminary step to allow facility access during the first two weeks leading up to the hold without dues generating.
Alert! If you have already completed the standard process to schedule a hold using 15th dates (e.g. 11/15 - 12/15), you must first release this hold, then complete the steps below.
1 For this example, we're looking to set up a hold from 11/15 - 1/15.
We need to start by preventing dues from processing in November, so we'll push out the next process date to the month the membership will reactivate.
2 Edit Next Process Date to January and enter a reason noting the hold period.
3 Now we'll go back and enter the hold.
4 Click "PUT ON HOLD"
5Add a note that this membership drafts on the 15th and you've already pushed the next process date so they can access the facility through 11/15 without a charge.
Set the hold dates from 11/15 - 12/31. We DO want this account to generate dues on 1/1 because they'll be scheduled to charge on 1/15. Technically, this will allow them to scan after 1/1 (although they won't know that). Again, this is a
workaround, and not an ideal standard practice.
6 Review and finalize the hold.
7Now you'll see the hold beginning on 11/15, however since the Next Process is set to January, no dues will be generated for November, allowing them facility scan acces through the 15th without the fee.
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