Learn how to generate membership renewal estimates from the office. Open the Follow-up page, filter to Expiring Memberships, then use Renewals → Build Estimates to create single invoices or Renewals → Print Estimates for multiple ones at once.
To renew memberships from the office, what you want to do is generate a membership renewal estimate. You would need to go into the follow up page and click on Expiring Memberships. So currently within this date range I have one membership due to be renewed. Keep in mind that you can also filter this by business unit, membership type and any opportunity status whether you've attempted to renew this membership before or not. Before you generate the renewal estimate, you want to take note of the information in the Renewal Opportunities column. You want to make sure that there is a membership listed here. If it's not in there, you'll need to open up the customers membership and add a renewal task.
To add that renewal task, you'll want to open up their membership. Click on the pencil icon to edit the record. Scroll all the way down to the Renew membership with and you want to make sure you select the the Renewal task here and be sure to save.
So then what you want to do is check the box for the customer who you want to generate a renewal for. Click on the Renewals button and select Build Estimates that will generate the Renewal estimate invoice. You can preview this renewal estimate invoice simply by clicking on that and clicking on the Print icon. From here you can print this invoice.
However, another way to send the renewal estimate is by way of email. To do that you would need to click on the email icon on this page. The email option is only accessible from this Renewal Estimate page and will email one renewal estimate at a time.
If you have several customers whom you're generating a renewal estimate for, what you want to do is check the box for the customer or if you have a long list you can just select all and then back in this Renewals button you want to select Print Estimates that will pull up another tab with all the Renewal estimate invoices and from here you can select the Print option at the top right corner and that is how you generate a membership renewal estimate from the office.
