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Renewals

WebWorkstationMobile

Renewals apply to recurring memberships with a subscription period. One-time memberships do not renew; they either expire on their end date or never expire.

Permission Required

Viewing renewal history requires CRM memberships read access. Changing renewal behavior requires CRM memberships edit access.

Review Renewal Settings

  1. Open the contact's membership.
  2. Review Next Renewal, Auto Renew, Renewal Price, and Payment Method on the Overview tab.

The renewal date is based on the current subscription period. The payment method list comes from saved payment methods on the membership owner contact.

Change Renewal Behavior

On active recurring memberships, you can choose:

  • Until canceled to keep renewing.
  • A future Cancel date to stop at a renewal boundary.
  • Cancel immediately to end the membership now.

If the membership is past due, the overview can also show Pay on save with catch-up choices.

Past-Due Catch-Up Choices

ChoiceResult
Bill all missed periodsCharges every missed billing period and keeps the billing date
Bill current period (forgive gap)Charges one period and keeps the billing date
Start fresh today (forgive gap)Charges one period and moves the billing date to today

ZynoSuite asks for confirmation before saving and charging a card.

Renewal History

Open Renewal History to view period start, period end, amount, payment method, and paid date for completed renewals.

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