Renew a member after they've canceled

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allison
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Joined: 10/04/2010
Status: 
Answered

Leighton, André here posting for Allison.

We have a customer with a quarterly recurring membership whose credit card didn't go through and her membership was cancelled. Somehow her country was set to Afghanistan, but that's not terribly important because it could have been an expired CC that caused the cancellation.

I've reviewed:
https://www.moneyscripts.net/forums/support/2011/03/6/recurring-membersh...
https://www.moneyscripts.net/tutorials/membership-suite/what-difference-...

and would like clarification on one point.

Even if I turned on "Show Purchase Membership Links in User Account?" that wouldn't help because once her membership is cancelled, she can no longer get into the site.

There seems to be two ways to handle renewing a cancelled member:
1. always have an admin step in when this sort of thing happens. Drawback: the system is asking for the user's CC info again so this is a minor hassle
2. place the user in a role that allows her at least to renew the membership.

Is it possible in situation #1 to say (as admin) to the system, "Renew with existing CC info?"
AND
Is #2 possible?

Thanks,
André

Leighton Whiting
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Joined: 06/02/2009
Andre, Is it possible in

Andre,

Is it possible in situation #1 to say (as admin) to the system, "Renew with existing CC info?"

It depends on the Payment gateway that you used. I think Authorize.net may be the only gateway that supports renewing the membership with the existing billing information, but the user would probably have to initiate it (from their user page) not the admin.

2. place the user in a role that allows her at least to renew the membership.

This is actually the recommended way to set it up. Just let authenticated users have the 'renew own membership' permission and they can renew it from their user account. Blocking the user from the site when their membership expires doesn't work well.

Sincerely,

Leighton Whiting

allison
Offline
Joined: 10/04/2010
We are using Authorize.net

We are using Authorize.net but the system still showed the Billing Info page when I clicked renew as the administrator.

Also, the "renew own membership" was turned on and the user account didn't see the Renew link. I had to be the administrator to see that.

I'm going to set up a test harness to get this sorted out. Stay tuned.

allison
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Joined: 10/04/2010
I now understand things a bit

I now understand things a bit better.

I tested the two role system and that worked well. Took off the role with real permissions and the remaining role allows the user to enter the site.

Discovered that the "Show Purchase Membership Links in User Account?" checkbox has to be on otherwise the /user/xx/member-info page won't show, which makes sense.

This installation also doesn't have a menu pointing to member-info so that's going to need to be corrected.

In any case, I got to see the Renew link after all that and when I renewed it gave me the option of using the credit card on file. I have some errors coming up on the member-info screen but I'll start a separate thread if I can't quickly fix them.

Thanks!

-André

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