Action Menus on Membership Card
This table lists and describes the actions on the Membership Card's action menus.
Menu | Action | Description |
---|---|---|
Home | Activate | To activate a subscription. Displays a list of all activate status options, if there are more than one. Single-sale memberships are normally activated through a POS sale, but can be activated here as long as the invoice has been created using the Create Invoice function. |
On Hold | Sets the membership on hold. | |
Non Active | Sets the membership as non-active. | |
Cancel | Cancels the membership. | |
Actions | Change Status | To get a list of status options to select and assign to the current membership entry. |
Create Invoice | Creates a standard Business Central invoice for a single-sale membership. If the current customer to be invoiced already has a non-posted invoice open, the membership charge will be added to the existing open invoice. | |
Navigate | Member Card | Drill-down to the detailed member card. |
Customer Card | Drill-down to the detailed customer account card assigned to the membership entry. | |
Access | To see the current access settings for the member that is associated with the membership entry. | |
Comments | To view and edit the member associated comments. | |
Admission Tracking | To view the member's visit log. | |
Subscriptions | To view all member subscription charges that are in process or posted to the member account. | |
Transactions | To see all entries currently charged to the related customer account. | |
Activities | To see all activity entries associated with the member, both in the past and future ones. | |
Report | Print Contract | To print the membership contract (as defined in the associated membership type settings) for the current membership entry. |