The membership bulk cancel feature allows you to cancel RPIs from non-paying members in bulk - this will stop payments from being collected in the future.

The membership bulk cancel feature works with the membership status update feature - i.e. you

• Create one or more Membership Status Update rules which assigns the status of 'To be Cancelled' to memberships.
• Can use a membership lists to review the memberships that will be bulk cancelled by filtering the list on Membership Status of 'To be Cancelled'
• If you are happy with the membership that are marked as 'To be Cancelled'  use the membership bulk cancel feature to cancel the RPIs - you choose the reason for cancellation - the process will then update all RPIs by setting the
  • Payment Status and the Membership Status of the RPI to Cancelled - which will prevent future payments from being collected
  • Cancel date to the current date
  • Cancel reason to the reason choosen 
  • Comments to indicate the RPI was bulk cancelled 

Memberships is a Professional-only feature. Essential subscribers, please contact us to find out more about upgrading.

The Donorfy Academy features a learning course for Memberships - enrol here