Once you have imported your member Business Listings, you do not need to manually create invoices / orders for membership renewal.
- Member Manager plugin uses invoices to process payments.
- WC Payments uses orders to process payments.
Auto-Populate Membership Renewal Date
To auto-populate the Membership Renewal Date (MRD) in the Business record, you can simply send your members a link to your renewals form when it is time to renew. When an existing member completes payment via the renewals form, the MRD in their Business record will automatically be updated. You can then use the MRD as a reminder to send out future renewal notices.
NOTE: Also when a new member completes payment via the membership form, the MRD in the Business record is automatically updated.
Auto-Generate Renewal Reminders
If you are using the Recurring Payments plugin, be sure to enter an MRD AND billing email for all Business records.
The Recurring Payments plugin will automatically generate and send a renewal email including a payment link to your members when the MRD matches the notification time-frame you have selected. When the member completes their renewal payment, the MRD will be automatically updated.
Manual Invoices / Orders
If you do find a need to manually create an invoice or an order, we recommend that you use the membership or renewal form as if you were the member. We also recommend thoroughly testing your setup before going live.
- Member Manager plugin uses invoices to process payments. Test Member Manager setup.
- WC Payments uses orders to process payments. Test WC Payments setup.
Welcome Email to New Members
Update members to Business Editors
If you have just upgraded to the Member Updater plugin, you will need to update existing users to the Business Editor role before they can update their listing or submit events to your calendar.
If you have the members-only content feature activated, members who registered thru your membership form are already connected to their Business listing and their user record has been assigned the WordPress subscriber role. In this case, all you need to do is to update these users to the ‘Business Editor’ role.
Manually update existing users to Business Editor – This can be done manually, one at a time, or in bulk. See step-by-step instructions here.
Connect members to existing Business Listings – To connect members with an existing Business listing, the Member Updater plugin includes a ‘Claim my Business’ form. Once you have the form setup, you can invite your members to register one or more Business Editors for their Directory listing.
Site Admin setup Business Editors – If you prefer to do the setup for your members, a WordPress user and People record will need to be created and connected for each member and then connected to the Business record. The easiest way to do this is to complete the member claimed listing form on behalf of each member. Set their email as their user name and then send them a link to your ‘Edit my Business’ page along with their email.
NOTE: There is no need to send users a password. They can simply use the ‘lost password’ feature to set their own password.