Upgrade/Downgrade
Membership
Once you’ve opened the line item, select
Upgrade/Downgrade Membership from
the ribbon, enter the new benefit and rate.
In the Current Join Date field, enter the
effective date for the membership upgrade
or downgrade. Be sure to use a date that is
within the current renewal cycle.
Please note!
Selecting a calendar-based benefit with
prorating will trigger prorate calculations as
if this is a new membership. (What does
this mean?)