Existing and New Subscription/Membership Payment and Expiring Old This document outlines new functionality on expiring old subscriptions when a new one is set up. This is a common...
Assign a Payment to a Regular Subscription If a source code is set up to always have a regular payment associated with it (Setup > Payments >...
Giving all (Active) Subscribers/Members a Role Code You have the option to give all Active Subscribers/Members a Role Code (as set up under Setup > Client >...
Automated Email on New (or Renewed) subscription Profiler has the ability to send a pre-defined email on new or renewal of subscription/membership, including merge fields. You can...
Reporting Expiring/Expired Memberships and Subscriptions There is some expiry reporting options that are available for subscription centre that is available on Regular > Subscription Centre...
Subscription/Membership Renewals for a Date Range You can send out Electronic and Paper (post) reminders for subscriptions due over a date range using the subscription Centre....
Setting Subscription (and Membership) source codes In Profiler, all payments need to be allocated a Source Code. These tell Profiler, operators and various reporting what payments...
Pre-Defined Regular Payment/Subscription types When creating a regular payment (Client > Regular Payment) which could be a regular gift, subscription or membership, you can...
RAPID Subscriptions/Memberships effective start dates When processing a membership or subscription via the RAPID integration, we provide the option now for the effective start date...
Creating a Task during RAPID membership (MEM) processing You can set up that when all new (or existing) MEM payments are created via RAPID, a task or task...