These steps can be applied to any and all subscriptions used in Keap. (*) indicates something to be mindful of.

  1. Add the order from the internal form.
  2. Change the price of the billing amount on the subscription if needed and save 
    1. *Must be completed at this step for the price change to apply to the invoice
    2. *Some people change the billing amount (Price of the membership offered to the member) to the amount being charged which is incorrect. 
      1. Example: making a payment of $1000 towards the $15000 membership. They will change the billing amount on the subscription to $1000 instead of $15000. Then they will add the payment of $1000 to the billing amount (total amount due) which is now $1000. The system will see the order as paid off and will activate the membership.
  3.  Invoice the subscription
  4. Change the End Date under current status and save. 
    1. *If the date is changed before the subscription is invoiced, there is a chance that the end date will change to today’s date and the membership will go inactive the day after you added it.
    2. *Date can be anything from today onward (cannot be in the past).
    3. *If you miss changing the date at this step and already paid off the order you will need to ask support to fix the issue. Until a solution can be provided for you to fix it.
  5. Add the payment to the invoice.

 

 

****** If a member tried to make a payment from an online order form and the payment failed. DO NOT add a payment to the failed order. Create a new subscription from an internal form and process the payment from the member.