What is it?
- This process simply puts the profile in its renewal period (making the profile eligible for renewal) and creates an open invoice - this action alone does not complete the renewal
- Once this process has begun, there is no way to undo the action, so be sure you have selected the appropriate profile(s)
- For any profile belonging to a Member Type whose dues are $0, the system will automatically close out the generated invoice as paid and advance the expiration date of those profile(s)
How to Access

Once you have clicked "Renew", a popup box will appear asking if you would like to send a renewal notification to the member. This option is great for a member who has requested a renewal invoice. Note: The notification will be sent using the verbiage from the New Invoice Email configured in the Invoice Template assigned in Member Type settings. You can edit this notification by going to Financial->Invoices->Invoice Templates->hover over the template in question, then click the edit button that appears out to the right.
Once you have clicked "Renew Profiles" the system will put the profile(s) into the renewal period, generate the dues invoices, and send notifications to members if that selection was made.
To put profiles in renewal period from within an individual profile:
How to Access
Navigate to a member's profile. From inside the profile, click on the Actions drop-down and select the option to Renew.
Renewing on behalf of a user
After clicking on the Renew button, a modal window with the member's renewal options will display.
At the top, the member's Member Type will appear in a greyed out drop-down. The Member Type pulls in straight from the profile, so you'll want to edit the Member Type if necessary before choosing to Renew.
Choose the Membership Duration. Depending on the options configured within the Member Type, 1 period or multiple periods may display.
Under Invoice Options, choose how to handle this invoice.
- Create an Open Invoice: This option will create an Open invoice "silently" - without sending an email to the member being renewed. This would be useful if you have a one off case where you want to give a member the ability to renew early.
- Create and Email an Open Invoice: This option will create an Open invoice and send a notification to the member being renewed. The notification will be sent using the verbiage from the New Invoice Email configured in the Invoice Template assigned in Member Type settings. This option is great for a member who has requested a renewal invoice.
- Create and Pay Invoice Now: This option will create the invoice and take the Admin right to the Open invoice so that a payment may be applied.This would be helpful if a member renewed in person at an event, and you didn't want to confuse them by sending a confirmation email.
Video
Here's a short video of the process. In this video, we demonstrate renewing the profile using the Create and Pay Invoice Now option.
Comments
7 comments
Does this only apply to your new system? My profiles don't look like your screen shot.
Hi Lori - This article does only apply to the new system, and it looks like you're using MemberClicks Classic. The announcement featuring the link to this documentation was intended to show up in the new product only, so I'll be sure and let the team know that it's showing up in Classic too. Sorry for the confusion!
Sorry, this is probably the wrong place, but where can I find info on how to convert from Classic to the new product? Thanks!
Hi Stephen - I've included some info here that will help!
First, our President and CEO recorded a walk through with background information on *why* we created the new product, along with a high level demo of the new system here.
We've created a New Product FAQs page to address questions about pricing, what is and is not included in the new product, Early Adopter info, the process and timeline for upgrade, etc.
For existing customers who want to learn more about the benefits and specifics of the new product, we recommend checking out our 5 recorded Deep Dives, which showcase the new product via an in depth comparison to Classic features and functionality.
If you'd like to sign up to learn more about the new product as we release future enhancements, you may do so here. If you are ready to sign up as an Early Adopter of the new system, do so via this page and our Upgrade Team will reach out to you about scheduling your upgrade!
how do you change the revenue account for renewals?
Hi Crystal - The revenue account associated with renewals is housed in the Member Type itself. To update it, navigate to Database > Member Types > click Edit Settings next to the Member Type. Inside the Member Type, scroll down into the "Renewal Payment Settings" section. You can update the Revenue Account tied to renewals there.
My day is made! I just set up a new organization, linked their 4 people. Then in 2 clicks ... just 2 clicks ... renewed them all and invoice was emailed itemizing all 4 names being renewed. That would have been a half hour (or more) of work previously. Just this one convenience makes the upgrade worthwhile for us!
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