Status Settings

Status settings should be defined and then become possible to assign to a membership. The internal status settings are fixed and include the Draft, Active, On hold, Inactive, and Canceled entry statuses.

The user can create variations of these statuses, for example to represent different company specific handling, but the core internal status settings might be the same towards the system handling.

To access the Membership Status Settings page

  • From the Role Center or
  • Click the icon, enter Membership Status Settings, and select the relevant link.

The table below lists and describes the fields on the page.

Field Description
Code Unique ID to reference and present the status.
Description General description of the status setting.
Set Status Apply this internal status to the membership.
  • Draft - Initial status of membership entry. Makes the entry editable.
  • Active - The membership entry is active and a valid membership.
  • Non-Active - When a membership expires, it is assigned this status.
  • Cancelled - The membership is canceled for further subscription charges.
  • On Hold - The membership is temporarily on hold for subscription charges.
Automated Emails Send the member email when status is changed.
Client Email Template Specifies the template to use for the content of the member or client email.
Automated Printing Print a report when this status is assigned. The value Membership Type Report prints the contract report assigned on the relevant membership type, while Specific Report prints according to the setting in the Print Specific Report No. field.
Print Specific Report No. See the Automated Printing description.
Task Handling Issue or cancel tasks assigned to the membership type.
On Hold Duration Date calculation value. Specifies the length of the On hold period, if the internal status setting is On Hold. 

Example: The value <2M> would put the membership on hold for 2 months. If the membership is a subscription, charges are withheld during the period, and if the membership has an expiration date, the date is prolonged for the same length of time.
Issue Initial Invoice Only valid for status Activate and is set if the system creates an initial invoice at activation, based on the "issued date". The issued date is compared to the period already being invoiced through the membership subscription process and creates an invoice for the dates which have not been invoiced.

If the status is re-activating membership entry and the issued date is not changed manually, then no initial invoice is created, regardless of this setting.