• Resolved Nik

    (@nikbond)


    Hi there

    Scenario: Site is new site for an existing club where members pay on an annual basis from 1st May one year to 30th April the following year.

    Some members have already paid for the year 2018 – 2019 whereas others have not.

    As the new site is just about to launch, ideally I would like to manually add all users to the single annual membership and create an invoice for them (for the current year) so that Admin can then mark which ones have already paid and which have yet to pay.

    Ideally, in future years, options for members to pay could ideally be manually, single payment OR they could set up recurring payments.

    Trouble is… I just can’t work out the best way to handle this!

    If I set up a recurring membership, it seems that there is no way of specifying a start date so it will always be fixed time period from the day they sign up (or are manually added). Is there any way of changing (or editing) this so that time period starts from 1st May?

    If I set up “one payment for date range access” (ie. 2018 – 2019), there’ll be no option to extend their membership, not to mention the fact that the invoice created seems to be dated for the END of the membership not the start!

    I really hope this makes sense… as you can probably tell, I’m somewhat confused and would really appreciate any suggestions you may have. I’m more than happy to manually edit the database if that’s what’s required but the serialized data makes it a little tricky to work out exactly how best to do that.

    With many thanks in advance and really hoping you can help… I’m almost about to give up on this altogether 😉

Viewing 15 replies - 1 through 15 (of 20 total)
  • Plugin Support Laura – WPMU DEV Support

    (@wpmudev-support8)

    Hey @nikbond,

    Hope you’re well.

    I am a little not sure am I understand the problem correctly. But if you want to change one user start/expire subscription date you can do that from subscription details. Let me show you with screenshots. First, you need to go to Membership 2 > All Members and click “Subscription Details” for the related user;

    Then you can click start or expire boxes to change the date;

    Is that what you are looking for?

    Cheers,
    Oguz

    Thread Starter Nik

    (@nikbond)

    Thank you for your reply but unfortunately this does not work. Steps to recreate the problem –

    Create Membership type with recurring payments on a 1 yearly basis
    Add user to this membership manually
    Dates are automatically set from 15th May 2018 to 15th May 2019
    Save
    Then click on Subscription details and change dates to 15th May 2017 to 15th May 2018 and save again
    Initially dates appear to have been corrected but when I re-check that membership a little later, the start date is still amended to 15th May 2017 but the expiry date has reverted to 15th May 2019!

    I have tested this over and over with slightly different scenarios but there just doesn’t seem to be any reliable way of changing dates once a membership has been assigned and I really can’t begin to follow the logic(?) of how Membership 2 actually handles these things.

    Any thoughts?

    Plugin Support Dimitris – WPMU DEV Support

    (@wpmudev-support6)

    Hello @nikbond,

    hope you’re doing good today and don’t mind me chip in here! 🙂

    I think that you could surpass this, by using two separate memberships.
    First, create a Standard Membership level with “One payment for date range access” and specific dates (15/5/2018 to 15/5/2019). This will be the membership that you will manually add your users. When this membership ends, you should change them into another level with a 1-year recurring payments.
    First level: https://monosnap.com/file/A2l2gLM95AN2otQyw8icAKf3xmJDq7
    Recurring level: https://monosnap.com/file/zgRDd5foVaksmmREybH9bXFjiDtWWD

    By doing so, you shouldn’t have any issues assigning your initial members and creating invoices where needed.

    Warm regards,
    Dimitris

    Thread Starter Nik

    (@nikbond)

    Thank you Dimitris. That’s quite close to what I’d decided to do anyway. When they get switched to the new membership at the expiry of the old one, will an invoice automatically be generated for the new membership? And which email notification should I use to send them to a link where they can make their payment?

    Warm regards
    Nik

    PS. Also is there any way of making your recurring membership run fro 365 days instead of 366 ie. one year seems to run from 1st May 2018 to 1st May 2019, which means the next year will start on 2nd May, rather than 1st May each year?

    Plugin Support Laura – WPMU DEV Support

    (@wpmudev-support8)

    Hey @nikbond,

    Hope you’re well.

    While you are switching membership of a member to something else you need to click “Create Invoice” checkbox too.

    Then the invoice will be created automatically for new membership. And the “Subscription – Completed with payment” email should be sent the member which includes invoice link. The title and content can be confusing but invoice will be unpaid until the user actually pay or you mark it paid.

    You can’t change the date count of a year while creating a recurring payment. But instead of yearly recurring, you can set to days recurring and set how many days you want.

    Cheers,
    Oguz

    Thread Starter Nik

    (@nikbond)

    Hi Oguz

    Thank you for your reply HOWEVER as you’ll see above, what @wpmudev-support6 was suggesting was that the initial membership would switch to the “recurring membership” upon expiry.

    Assuming this will happen automatically, my query was whether an invoice will also automatically be generated for the recurring membership when the switch takes place?

    Regards
    Nik

    Plugin Support Laura – WPMU DEV Support

    (@wpmudev-support8)

    Hey @nikbond,

    Hope you’re well.

    If you change settings like Dimitris suggested yes it can change membership automatically but can’t create an invoice for new membership. Also, it’s sending “Subscription – Completed with payment” email.

    Cheers,
    Oguz

    Thread Starter Nik

    (@nikbond)

    Hi Oguz

    If you change settings like Dimitris suggested yes it can change membership automatically but can’t create an invoice for new membership. Also, it’s sending “Subscription – Completed with payment” email.

    Thank you but… this makes no sense… didn’t you just say in your previous message that the “Subscription – Completed with payment” email INCLUDES an invoice link?

    Regards
    Nik

    Plugin Support Laura – WPMU DEV Support

    (@wpmudev-support8)

    Hey @nikbond,

    Hope you’re well.

    Yes, you’re right and invoice link part looks like going empty. It looks like there can be some kind of bug. I inform the developers about that and I will inform you when I got more information about this.

    Cheers,
    Oguz

    Thread Starter Nik

    (@nikbond)

    Hi Oguz

    Ah that’s interesting…

    Ideally what I would LIKE to happen is that when someone is automatically switched to a different membership (ie when their previous membership expires), a new invoice is automatically generated for the membership they’ve been switched to.

    This would also seem logical since otherwise they’re automatically getting signed up to a membership without being prompted to pay for it!

    I really hope this can be done as if not, I really don’t see a way of making Membership 2 work for my needs and even after all this time, may have to switch to a different plug-in.

    Hoping to hear from you very soon.
    Regards
    Nik

    Plugin Support Laura – WPMU DEV Support

    (@wpmudev-support8)

    Hey @nikbond,

    Hope you’re well.

    Looks like the email has the bug because of the invoice not creating while automatic switch. It’s not creating invoice because this is how that feature designed, that can be feature request but it’s (not creating an invoice) not a bug.

    So if you need to create the invoice, you should do switch manually rather than automatic way. I understand that can be frustrating. But looks like the only way is this for the current version.

    Cheers,
    Oguz

    Thread Starter Nik

    (@nikbond)

    Thank you Oguz although I am really disappointed to hear this.

    My requirements are really very basic ie.

    I have some 200 existing members who are signed up to an annual membership which runs from 1st May one year to 30th April the following year, and will then have the option to renew for the next year (again running 1st May to 30th April).

    Are you really telling me the only way to achieve this is to sign them all up for a membership which will run until 30th April 2019 (and issue them all an invoice individually)… then on 1st May 2019 I have to issue them all another invoice individually?

    If that’s the case, I really don’t see a practical way of using your plug-in and will have to look for an alternative. If you had better documentation, perhaps I would have been able to work this out sooner – as it is, I’ve wasted months of trying to figure out what is/isn’t possible only to find that what I can only imagine is a very common and basic requirement can’t be fulfilled.

    I’m very disappointed to say the least.

    Regards
    Nik

    Plugin Support Laura – WPMU DEV Support

    (@wpmudev-support8)

    Hey @nikbond,

    Hope you’re well.

    Unfortunately, for the automatic switch, the only options are those ones. But when I read your first message in this thread, I just realize you are just trying to give members some option about renewing;

    …single payment OR they could set up recurring payments…

    So what I think is; create three membership, one for 2018-2019, one for 2019-2020, one for recurring. Everything looks like okay for 2018-2019. Then you can set up email notification before 1 week from expiring date or at the expiry date. And in the email, you can give a link to members like “please renew your membership with one of these options”. So members can go to memberships page and choose new membership “one-time payment for one more year” or “recurring payment”.

    Not automatic but users can choose and everything will be fine with the invoice. How is this option looks like?

    Cheers,
    Oguz

    Thread Starter Nik

    (@nikbond)

    Hi Oguz

    Thank you for the thought you have put into this.

    I think handling renewal for 2019-2020 should work as you’ve described (I will have to test) but am I correct in thinking that recurring memberships cannot have a fixed start date ie. they would start on whatever date the member chose to pay? So for example if they paid on 27th April, that is when their membership would run from ie. until 27th April the following year?

    Regards
    Nik

    Plugin Support Laura – WPMU DEV Support

    (@wpmudev-support8)

    Hey @nikbond,

    Hope you’re well.

    I am afraid yes, you are right about that. You can’t set custom dates for recurring payments. Users will use until next year the same date when payment set 1 year recurring.

    Cheers,
    Oguz

Viewing 15 replies - 1 through 15 (of 20 total)

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