How do I move existing members onto card subscriptions without extra charges?
Move members onto card subscriptions without an extra prorated charge — void a debit-order member's forward-dated invoices, then keep their billing date.
Moving an existing member onto a card subscription can accidentally create an extra prorated charge if it isn't done in the right order. (Card subscriptions cover all recurring packages, not just billing-cycle ones.)
1. Void any forward-dated invoices first (debit-order members only)
Only debit-order members have invoices generated ahead of time (around 45 days in advance) — members on other payment types don't, so this step only applies to debit order. Void the forward-dated invoices before switching them over:
- One invoice: Accounts >> Invoices >> Actions >> Void Invoice.
- In bulk: Accounts >> Invoices >> select the invoices >> Bulk Actions >> Void Invoices (accept the warning).
2. Change the member to a card subscription on their existing billing date
Go to Members >> Manage, select the member, and open Billing — or select several members and use Bulk >> Change Payment Type.
Why this avoids extra charges: matching the member's existing billing date means the system doesn't generate a proration, so they aren't charged an extra partial amount for the days before their next cycle.