We are using Manager for our club / Men’s Shed accounting; everything is good except one little issue, managing Subscription / Membership renewals. It would be easy to manage Subscription / Membership renewal notices using recurring sales quotes renamed to Subscription / Membership renewal notices. At the moment I need to either create individual renewal notices using sales quotes or use recurring invoices which create a debt for each member.
If I send an invoice and a member chooses not to renew their membership / subscription I then need to cancel / reverse the already invoiced transaction.
Sending Renewal Notices using recurring sales quotes would have no impact upon accounts until a member accepts and renews their subscription and payment is received.
3 Likes
Added to the latest version (22.8.23)
1 Like
Thank you very much Lubos. I wasn’t expecting such a quick response.
Greatly appreciated.
Regards
Don
1 Like