This article will guide you through setting up a Fully Paid Agreement to Auto Renew. This could be a case where a member has gone Past Due on an Evergreen invoice, causing the Auto Renewal invoice to not populate once payment was taken.
1. Agreement Summary
To verify that the agreement is set to Auto-Renew, navigate to Members > Lookup the Member > Agreements Tab > Full Details next to the Agreement > Agreement Summary. From here, you will be able to adjust the Auto - Renew Evergreen, Evergreen Price (price that the invoices will generate as) and Evergreen Date (date that the generated invoice will be due).
2. Invoices
Once the settings within the Agreement Summary are configured, click the Invoices tab. From here, click Add A New Invoice to add a new Membership Invoice to the agreement.
After clicking Add A New Invoice, a pop up window will populate allowing you to configure the new invoice. Within this pop up, you will be able to adjust the following:
Tie To This Agreement dropdown - when adding the invoice, be sure that the invoice is tied to the agreement. The agreement will not auto renew properly if the invoice is not tied to the agreement.
Select Sales Package or Fee Type - within the list, click the Sales Package that you want this invoice to populate as. Once clicked, the name of the package will populate within the Enter Invoice Description box.
Assign Any Session Credits Now / Assign After Invoice Is Paid - if the Sales Package selected is setup to drop credits, you will be able to determine if the credits are available to the client once entered, or after the invoice is Paid.
Enter Invoice Description - the name of the Sales Package selected will populate here.
Enter Invoice $ Amount - after selecting the package, the invoice amount will populate based on the sales package's settings. You will be able to adjust the amount if need be.
Enter Payment Due Date - enter the date that you would like the invoice to be Due.
Enter An Optional Note - enter in an optional note that will populate under the Invoice ID.
