Manage a membership period, payment, or card

Review the member’s record before changing their subscription, payment, or membership card.

Steps

1. Open Membership management → Members, find the person, and open their profile.
2. Review Entitlement, Subscription, Payment, Valid from, and Valid until, together with the payment and audit history.
3. Choose the permitted Membership action, such as Suspend membership, Reinstate membership, Cancel at period end, or Change plan at renewal.
4. For a received offline payment, choose Record offline payment, select the plan and amount, then enter Payment method and Payment reference / evidence.
5. For a refund, choose Refund payment and the Purchased period to refund. Review its amount and policy.
6. Enter an Audit reason, confirm the selected action, and check the updated status and history.
7. Use Reissue card when the member needs a replacement. The previous card’s QR credential stops validating.

A cancellation at period end and a refund are separate actions. Confirm returned funds from the recorded refund status.