Considerations
Please note the following when using Upgrade/Downgrade
§ If you have already generated renewals for the upcoming renewal year you will also need to
process the same Upgrade/Downgrade on the Upcoming Renewal Invoice. Cancelling the
Upcoming renewal invoice and attempting to generate a new renewal invoice based on the
upgraded renewal billing will not work.
§ This utility is available for benefit rate setups with a single annual installment only and does
not support multiple installment rates.
§ If you are changing only the rate, join date, or quantity, do not use Upgrade/Downgrade.
§ The Current Join Date entered should always be the first day of a month. It represents the
effective date of the change and is used to calculate the number of months used under the
original benefit. It is used again to establish the cycle start date for the new benefit based on
the setup of the new membership benefit.
§ Charges for the new benefit are calculated in the same manner as those for a new
membership. If the new benefit is anniversary-based, charges are not prorated. If the new
benefit is calendar-based, the charges might be prorated.