How do I undo billing rate change for a customer?

You need to have the Customers > Manage Payment > Change Billing rate site permission to change the customer's membership billing rate. See User and Roles.

A. Undo billing rate changes from the Memberships tab

The Undo Rate Changes option is visible only when:

• The customer's membership status is Active or Active with Billing Issues.
• The customer's membership status is NOT Future, Expired, Cancelled, or Suspended.
• The customer's membership has a pending rate change. For example, you have changed a customer's future membership billing rate and the effective start date to a future date and you need to revert the changes back to the original state so that a new rate and date can be applied again.

The Undo Rate Changes option allows you to remove a customer's future membership billing rate and have the rate reverted back to the current rate. 

1. In the customer's page, select the Memberships tab.

2. For the membership that you wish to change, select the More Actions button and then select Undo Rate Changes.

   

3. A confirmation prompt appears.

4. Enter the Note section if applicable.

5. Select Save Changes.
   
   

B. Undo billing rate changes from a Future debit in the Payments tab

You can only undo the billing rate changes of future debits in the Customer's record > Payments tab that have not been processed.

1. In the Payments tab of the customer's page, select a direct debit billing amount in which the status displays Future.

2. In the Debit Details pop-up window, select Undo from the rate changed message. See example.

   

3. A confirmation prompt appears.

4. Enter the Note section if applicable.

5. Select Save Changes.
   
   

The system would automatically generate and prorate the necessary payments when there are changes made to the membership's billing rate. A confirmation message appears at the top of the customer's page. All activities are recorded in the Timeline tab.

Related article

• How do I change the billing rate for a customer?

Last updated on 1 Apr, 2015