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Test my Setup

Test Setup of Member Manager Plugin

Membership Renewal

You do not need to create an invoice for your members to renew. You can simply send them a link to the renewal form when it is time to renew or setup automatic renewal reminders.

If you prefer to send an invoice manually, you can test your setup as follows:

  • Create a test Business, be sure to enter a billing email address under billing information.
  • Create a new invoice, be sure to connect the invoice to your test Business.
  • Click on ‘View Invoice’ (top of screen) to see the invoice as your member will see it.
    • Update Invoice ‘From’ Field: Go to Chamber Dashboard >> Member Manager Options.
    • Update Invoice ‘To’ Field: Edit the Business billing information.
  • Go back to editing your invoice, use the ‘email invoice’ option on the right hand side to send a link to to your new invoice to the billing email from the Business listing.
Send email notification

Automatically Lapse Overdue Memberships

The Member Manager can help you keep your Directory up-to-date by automatically marking overdue members as lapsed and hiding overdue listings until they are current again.

To test this process:

  • Go to Chamber Dashboard >> Member Manager Options, check ‘Automatically Lapse Memberships’.
  • Create a test Business, set the status as ‘current’.
  • Create a new invoice. Set the Invoice Due Date for today.
  • Connect your new invoice with your test Business.
  • Tomorrow the Business will be marked as ‘lapsed’ and your invoice will be marked ‘overdue’.
  • Keep your directory current by selecting ‘Hide Lapsed Members’ under Member Manager Options as well.

NOTE: If it takes more than 1 day for the Business to be marked ‘lapsed’, you may want to update your timezone. From your dashboard, go to Settings >> General to set the timezone for your WordPress website.

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