Membership Transaction History - Profile

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When a user logs into a site and goes to their profile, they will see a Transaction History item in the left hand navigation on the profile page.  This link will display three tabs for Events, Donations and Memberships (if enable for your site).  Expanding the Memberships tab will show a list of Active memberships and a list of Expired or Canceled memberships.  If the member has no Active, Expired or Canceled memberships then verbiage will display letting them know they have no memberships.

Active memberships are displayed in chronological order by expiration / renewal date with the lifetime memberships at the bottom sorted alphabetically among themselves.  The active memberships will include the membership name, the membership level and the expiration or renewal date with scheduled payment amount and date if applicable or auto-renewal amount if applicable.  A lifetime membership will have Lifetime in place of the expiration or renewal date. 

If the member has inactive memberships, they are displayed under the Expired & Canceled header in reverse chronological order by expired or canceled date.  These memberships will include the membership name, the membership level and the expiration or canceled date.

 The membership name for the active and expired or canceled memberships will link to a more detailed view of the memberships.

Membership Transaction History Details

The transaction details for memberships provides the member with more details on the payment information for the membership and gives the member options to cancel a membership, change a membership level, cancel a membership auto-renewal or the option to resend a confirmation email.  The details that are provided and the options that are available depend on the details of the membership purchased.

Membership details on an active term membership with no scheduled payments or auto-renewal

If a member has an active membership with no scheduled payments or auto-renewal, when they click on the membership name under the active header they will be taken to a details page that is broken out into membership details and payment history with the following:

Details:

  • A link back to the membership list that will take the member to the page that breaks out their memberships into a list of active memberships and memberships that have expired or have been canceled.
  • The membership name with a link to cancel the membership.
  • The membership level with a link to change the membership level.
  • The membership expiration date.
  • A status of Active.

Payment History:

  • The payment date of the membership.
  • A note to give the member more information about the membership.  In the initial purchase of the membership the note will say "Purchased Membership - Membership Level."
  • The amount paid for the membership.
  • The Credit Card type that was used for the payment with the last four digits of the card.
  • The authorization code for the payment
  • An option to resend the confirmation email.  (Assuming a confirmation email was sent in the first place.)

Membership details on an active term membership with no scheduled payments but is scheduled to auto-renew

If a member has an active membership with no scheduled payments that is scheduled to auto-renew, when they click on the the membership name under the active header they will be taken to a details page that is broken out into membership details and payment history with the following:

Details:

  • A link back to the membership list that will take the member to the page that breaks out their memberships into a list of active memberships and memberships that have expired or have been canceled.
  • The membership name with a link to cancel the membership.
  • The membership level with a link to change the membership level.
  • The membership fee which is the cost of the membership that the member will be charged when it auto-renews.  It is not necessarily the price that was paid for the membership initially, because promo codes are not applied.
  • The membership renewal date with a link to cancel the auto-renewal.
  • The credit card type and last four digits of the card that is on file to charge when the membership is renewed.
  • A status of Active.

Payment History:

  • The payment date of the membership.
  • A note to give the member more information about the membership.  In the initial purchase of the membership the note will say "Purchased Membership - Membership Level."
  • The amount paid for the membership.
  • The Credit Card type that was used for the payment with the last four digits of the card.
  • The authorization code for the payment
  • An option to resend the confirmation email.  (Assuming a confirmation email was sent in the first place.)

Membership details on an active term membership with scheduled payments and is not scheduled to auto-renew

If a member has an active membership with scheduled payments that is not scheduled to auto-renew, when they click on the membership name under the active header they will be taken to a details page that is broken out into membership details and payment history with the following:

Details:

  • A link back to the membership list that will take the member to the page that breaks out their memberships into a list of active memberships and memberships that have expired or have been canceled.
  • The membership name with a link to cancel the membership.
  • The membership level with no link to change the membership level.  Encompass does not allow a member to change the membership level when they have scheduled payments on the membership.
  • The membership fee which is the cost of the membership.  It is not necessarily the price that was paid for the membership initially, because promo codes are not applied.
  • The membership expiration date.
  • The next payment date and the next payment amount.
  • The payment frequency and the number of payments remaining.
  • The credit card type and last four digits of the card that is on file to charge for the next scheduled payment
  • A status of Active.

Payment History:

  • The payment date for each scheduled payment that has been received for the membership in reverse chronological order by payment date.
  • A note to give the member more information about the membership.  In the initial purchase of the membership the note will say "Purchased Membership - Membership Level."
  • The amount of the first scheduled payment for the membership.
  • The Credit Card type that was used for the payment with the last four digits of the card.
  • The authorization code for the payment
  • An option to resend the confirmation email.  (Assuming a confirmation email was sent in the first place.)

Membership details on an active term membership with scheduled payments remaining and is scheduled to auto-renew

If a member has an active membership with scheduled payments remaining that is scheduled to auto-renew, when they click on the the membership name under the active header they will be taken to a details page that is broken out into membership details and payment history with the following:

Details:

  • A link back to the membership list that will take the member to the page that breaks out their memberships into a list of active memberships and memberships that have expired or have been canceled.
  • The membership name with a link to cancel the membership.
  • The membership level with no link to change the membership level.  Encompass does not allow a member to change the membership level when they have scheduled payments on the membership.
  • The membership fee which is the cost of the membership.  It is not necessarily the price that was paid for the membership initially, because promo codes are not applied.
  • The membership renewal date with the option to cancel the auto-renewal.
  • The next payment date and the next payment amount.
  • The payment frequency and the number of payments remaining.
  • The credit card type and last four digits of the card that is on file to charge for the next scheduled payment
  • A status of Active.

Payment History:

  • The payment date for each scheduled payment that has been received for the membership in reverse chronological order by payment date.
  • A note to give the member more information about the membership.  In the initial purchase of the membership the note will say "Purchased Membership - Membership Level."
  • The amount of the first scheduled payment for the membership.
  • The Credit Card type that was used for the payment with the last four digits of the card.
  • The authorization code for the payment
  • An option to resend the confirmation email.  (Assuming a confirmation email was sent in the first place.)

 

Membership details on an active term membership with scheduled payments that have completed for the first year membership and is scheduled to auto-renew with scheduled payments

If a member has an active membership with scheduled payments that have completed for the first year membership that is scheduled to auto-renew, when they click on the the membership name under the active header they will be taken to a details page that is broken out into membership details and payment history with the following:

Details:

  • A link back to the membership list that will take the member to the page that breaks out their memberships into a list of active memberships and memberships that have expired or have been canceled.
  • The membership name with a link to cancel the membership.
  • The membership level with no link to change the membership level.  Encompass does not allow a member to change the membership level when they have scheduled payments on the membership.
  • The membership fee which is the cost of the membership.  It is not necessarily the price that was paid for the membership initially, because promo codes are not applied.
  • The membership renewal date with the option to cancel the auto-renewal.
  • The next payment date and the next payment amount for the scheduled payments that will be applied when the auto-renewal occurs.
  • The payment frequency and the number of payments remaining for the auto-renewal.
  • The credit card type and last four digits of the card that is on file to charge for the next scheduled payment
  • A status of Active.

Payment History:

  • The payment date for each scheduled payment that has been received for the membership in reverse chronological order by payment date.
  • A note to give the member more information about the membership.  In the initial purchase of the membership the note will say "Purchased Membership - Membership Level."
  • The amount of the first scheduled payment for the membership.
  • The Credit Card type that was used for the payment with the last four digits of the card.
  • The authorization code for the payment
  • An option to resend the confirmation email.  (Assuming a confirmation email was sent in the first place.)

Lifetime Memberships with no scheduled payments

If a member has an active lifetime membership with no scheduled payments, when they click on the membership name under the active header they will be taken to a details page that is broken out into membership details and payment history with the following:

Details:

  • A link back to the membership list that will take the member to the page that breaks out their memberships into a list of active memberships and memberships that have expired or have been canceled.
  • The membership name with a link to cancel the membership.
  • The membership level with a link to change the membership level.  
  • The membership fee which is the cost of the membership.  It is not necessarily the price that was paid for the membership initially, because promo codes are not applied.
  • The membership expiration date with Lifetime listed.
  • A status of Active.

Payment History:

  • The payment date of the membership.
  • A note to give the member more information about the membership.  In the initial purchase of the membership the note will say "Purchased Membership - Membership Level."
  • The amount paid for the membership.
  • The Credit Card type that was used for the payment with the last four digits of the card.
  • The authorization code for the payment
  • An option to resend the confirmation email.  (Assuming a confirmation email was sent in the first place.)

Lifetime Memberships with scheduled payments

If a member has an active lifetime membership with scheduled payments, when they click on the membership name under the active header they will be taken to a details page that is broken out into membership details and payment history with the following:

Details:

  • A link back to the membership list that will take the member to the page that breaks out their memberships into a list of active memberships and memberships that have expired or have been canceled.
  • The membership name with a link to cancel the membership.
  • The membership level with no link to change the membership level. Encompass does not allow a member to change the membership level when they have scheduled payments on the membership.
  • The membership fee which is the cost of the membership.  It is not necessarily the price that was paid for the membership initially, because promo codes are not applied.
  • The membership expiration date with  Lifetime listed.
  • The next payment date and the next payment amount for the scheduled payments that will be applied when the auto-renewal occurs.
  • The payment frequency and the number of payments remaining for the auto-renewal.
  • The credit card type and last four digits of the card that is on file to charge for the next scheduled payment
  • A status of Active.

Payment History:

  • The payment date for each scheduled payment that has been received for the membership in reverse chronological order by payment date.
  • A note to give the member more information about the membership.  In the initial purchase of the membership the note will say "Purchased Membership - Membership Level."
  • The amount of the first scheduled payment for the membership.
  • The Credit Card type that was used for the payment with the last four digits of the card.
  • The authorization code for the payment
  • An option to resend the confirmation email.  (Assuming a confirmation email was sent in the first place.)

Free Memberships

Free memberships will be displayed in the membership transaction history list with membership name as a link to the details, the membership level and the expiration or renewal date.  When the member clicks on the membership name they will be taken to a details page that is broken out into the membership details and the transaction history.  The membership details will show the same information as any other one time payment or auto-renew membership.  The payment history will show the transaction date, a note to give the member more information about the membership ("Purchased Membership - Membership Level."), the amount of $0 and an option to resend the confirmation email (assuming a confirmation email was sent in the first place.).  There would be not credit card information, since a credit card was not entered.

Skipped Billing

If a member gives an admin a check for the cost of the membership and the admin enters the information into the membership system and selects the Skip Billing option, then the membership will be displayed in the members active membership list.  When they click on the membership name under the active header they will be taken to a details page that is broken out into membership details that shows the details for the skipped billing membership purchase and the payment history that would show the purchase date, a note to give the member more information about the membership ("Purchased Membership - Membership Level."), the amount of the of the membership and an option to resend the confirmation email (assuming a confirmation email was sent in the first place.).  There would be not credit card information, since a credit card was not entered.

Membership purchased multiple times

In the system, we allow a member to purchase a membership via a one time payment and then purchase the membership again via a one time payment or scheduled payments.  If the member does purchase a membership twice, we extend the length of the membership.  When they click on the membership name under the active header they will be taken to a details page that is broken out into membership details that shows the details for the last membership purchase and the payment history that would show the first purchase date and the second purchase date for the membership.

Canceling a membership

If the site is configured to allow members to cancel their memberships, then when the member is viewing the membership details for an active lifetime memberships, one-time membership, a membership with scheduled payments or a membership set to auto-renew there will be a 'cancel membership' link next to the membership name.  When a member selects this link, a message will be displayed confirming that the member wants to cancel their membership.  If they select OK they will be returned to the membership details page and the status of the membership will change to 'canceled' and a new link will appear to 'renew your membership'.  If the member cancels out of the confirmation message, they will be returned to the membership details page and the membership will remain active.

Expired Memberships

When a membership expires, it is moved from the Active membership list to the Expired & Canceled membership list.  The expired membership will show the Membership Name as a link to the detailed page, the membership level and the expiration date.  When they click on the membership name they will be taken to a details page that is broken out into membership details that shows the details for the expired membership with a status of 'Expired on ##/##/####' with the 'renew membership link' and the payment history that would show any payments made toward the expired membership.

Renewing a Membership

The option to Renew a membership is an option available on the membership details page for expired and canceled memberships.  A link will appear next to the status.  Selecting the Renew your membership link will take the member to the form to allow them to purchase a new membership.

Changing a Membership Level

Selecting the change membership level next on the membership details page, will take the member to the membership form.  On the form they will see all the possible levels with a 'Current Member' note next to the level they currently purchased.  

Selecting another level and proceeding through the form will require the member to purchase another member and will extend the length of the membership.  Encompass does not do any refunds for the the first membership level.  

Canceling an Auto-Renewal

When the member is viewing the membership details for any membership set to auto-renew there will be a 'cancel auto renewal' link next to the renewal date.  When a member selects this link, a message will be displayed confirming that the member wants to cancel their auto renewal for the membership.  If they select 'OK' they will be returned to the membership details page and the renewal date will change to an expiration date.  If the member cancels out of the confirmation message, they will be returned to the membership details page and the membership will remain as an auto renew membership.

Visit Membership Page

If the site is configured to show the CMS center buttons for memberships, then an additional 'Visit Membership Page' link will be displayed on the membership transaction history details that takes the member to the membership details page for that specific membership.  If the site is not configured to show the CMS center buttons, then the link will not appear.

 

Imported Memberships

Imported memberships will display in the membership transaction list and will show the details for the membership.  The payment history for imported memberships will not show the amount and will not include credit card information.

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