Resolving a Membership Suspension

Millennium suspends a client's membership if the client's issuing bank declines a dues payment.  There are two ways to resolve an account suspension.

Method 1

Enter the details for a different credit card/bank account in the client's profile and send the payment to Element for reprocessing.

• Instructions

  1. Click on the toolbar.

  The Appointments for window displays.

  2. In the Client field, type the client's name in "lastname,firstname" format and press Enter, or double-click in the field and locate the client's profile using the Quick Search window.

  The client's details display.

  3. Right-click on the client's name and select Edit View/This.

  The client's profile displays.

  4. Click Edit.

  5. Click Membership.

  The Membership Maintenance window displays.

  6. Click CC/ACH Info.

  The EFT Payment Information window displays.

  7. Click Change.

  8. Enter details for the new credit card/bank account.

  9. Click Save.

  Tip:  Click OK if a notification displays about creating a new account in PASS.  This notification only displays if you have the Do Not Store Credit Card Numbers in Millennium option selected on the Business Information window.

  10. Click Ok.

  11. Click Save.

  12. Select Management > EFT Control Panel.

  The EFT Control Panel displays.

  13. Complete the following:

  1. Select Memberships.

  2. Select the billing date for the declined payment in the Date Range fields.

  3. Select "Suspended" in the EFT Filter field.

  14. Click Get Matching EFTs.

  A list of clients with a suspended membership displays.

  15. Select the X check box next to the client with the payment you want to reprocess.
  16. Click Re-Process Selected EFTs.
  17. Click Yes.

  The Millennium Membership and Billing Service sends the payment to Element for processing.

  18. Monitor the status of the payment using the EFT Control Panel.

  Important:  If the client's issuing bank declines the payment again, contact the client to arrange an alternative form of payment.

   

Method 2

Process a manual payment through the Register.

• Instructions

  1. Click on the toolbar.

  The Appointments for window displays.

  2. In the Client field, type the client's name in "lastname,firstname" format and press Enter, or double-click in the field and locate the client's profile using the Quick Search window.

  The client's details display.

  3. Right-click on the client's name and select Edit View/This.

  The client's profile displays.

  4. Click Edit.

  5. Click Membership.

  The Membership Maintenance window displays.

  6. Complete the following based on the scenario:

  • Client has one suspended dues payment

    1. Select the suspended payment.

    

    2. Click Pay EFT.

    The Manual EFT Payment window displays.

    3. Select an employee in the Sold By field.

    4. (Optional) Select Print Receipt to print a receipt for the payment.

    5. Click Ring-up.

    The Payment Types window displays.

    6. Collect payment for the balance due as normal.

    Once you finalize the transaction, the status of the payment changes to PAID.

    

    7. Click Ok.

    8. Click Save.

     

  • Client has multiple suspended dues payments

    1. Select the last suspended payment.

    

    2. Click Pay EFT.

    3. Click Yes.

    The Manual EFT Payment window displays.

    4. Make sure you have the correct payments selected and adjust if necessary.

    5. Select an employee in the Sold By field.

    6. (Optional) Select Print Receipt to print a receipt for the payment.

    7. Click Ring-up.

    The Payment Types window displays.

    8. Collect payment for the balance due as normal.

    Once you finalize the transaction, the status of the payments changes to PAID.

    

    9. Click Ok.

    10. Click Save.