Waiving or Unwaiving a Payment

What happens when I waive a payment?

When you waive a payment, the status of the payment changes to Waived. Waived payments cannot be manually paid until they are unwaived.

Will a client accrue a package if a payment is waived?

If you waive a payment and the membership's Recurring Fee is configured to accrue a package, you have the option to generate the accrued services.

Which payments can not be waived?

The following cannot be waived:

A past payment on a frozen membership
A past payment that was Paid
A payment in a Pending state
A payment on the same day that it went into an Error state
Any payment on an Expired/Terminated membership
A past payment that was refunded

What happens when I unwaive a waived payment?

Unwaiving a payment changes the payment status back to Not Billed. If any package items were accrued as a result of the waive, those accruals are reversed. Note the following:

A payment can only be unwaived on the same day it was waived.
A payment cannot be unwaived if an associated accrued item was already redeemed.

To waive a payment

Locate the client in Membership Manager.
Select the Payments tab.
Select a membership to view from the drop-down. The payment details for that membership appear in the Membership Recurring Payment Schedule section.

Note: The Fee fields are informational only and cannot be edited in this screen. Membership fees can be edited via the Membership definition, but note that changing a fee in the definition does not change the fee for memberships that were already sold.

In the Membership Recurring Payment Schedule section, select the payment's row. The action buttons above become enabled.
Select Waive. A confirmation message appears.
Select Yes, and then enter a Reason for waiving payment.
If the membership is configured to accrue services on recurring payments, a confirmation message asks you if you'd like to generate these accrued services. Select Yes or No as desired.
When finished, select Save.

To unwaive a waived payment

In the Membership Recurring Payment Schedule section, select the payment's row. The action buttons to the right become enabled.
Select Unwaive. A confirmation message appears.
Select Yes to unwaive the payment.