{"id":23804,"date":"2024-11-20T10:13:37","date_gmt":"2024-11-20T10:13:37","guid":{"rendered":"https:\/\/docs.daftra.com\/user_manual\/%d9%83%d9%8a%d9%81%d9%8a%d8%a9-%d8%aa%d8%ac%d8%af%d9%8a%d8%af-%d8%b9%d8%b6%d9%88%d9%8a%d8%a9-%d8%b9%d9%85%d9%8a%d9%84-%d8%a8%d8%aa%d8%a7%d8%b1%d9%8a%d8%ae-%d8%ac%d8%af%d9%8a%d8%af\/"},"modified":"2025-03-06T09:53:54","modified_gmt":"2025-03-06T09:53:54","slug":"how-to-renew-a-clients-membership-with-a-new-date","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/how-to-renew-a-clients-membership-with-a-new-date\/","title":{"rendered":"How to Renew a Client\u2019s Membership with a New Date"},"content":{"rendered":"<section class=\"wpb-content-wrapper\"><p>[vc_row][vc_column][vc_custom_heading text=&#8221;Disable the Draft Invoices For Memberships Subscriptions&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1732376035471{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text css=&#8221;.vc_custom_1732376189571{margin-left: 200px !important;}&#8221;]<\/p>\n<div class=\"flex max-w-full flex-col flex-grow\">\n<div class=\"min-h-8 text-message flex w-full flex-col items-end gap-2 whitespace-normal break-words [.text-message+&amp;]:mt-5\" dir=\"auto\" data-message-author-role=\"assistant\" data-message-id=\"2e1d2bb4-6678-4349-aafb-a81a0aca8c79\" data-message-model-slug=\"gpt-4o-mini\">\n<div class=\"flex w-full flex-col gap-1 empty:hidden first:pt-[3px]\">\n<div class=\"markdown prose w-full break-words dark:prose-invert light\">\n<p>First, you must ensure that the membership invoices are issued directly and not as drafts by deactivating the option &#8220;Generate Draft Invoices For Memberships Subscriptions&#8221;.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<p><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/11\/ss.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-23806 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/11\/ss.png\" alt=\"\" width=\"1919\" height=\"878\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/11\/ss.png 1919w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/11\/ss-300x137.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/11\/ss-1024x469.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/11\/ss-768x351.png 768w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/11\/ss-1536x703.png 1536w\" sizes=\"auto, (max-width: 1919px) 100vw, 1919px\" \/><\/a>[\/vc_column_text][vc_custom_heading text=&#8221;Renewing an Expired Membership with a New Date&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1732376215755{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text css=&#8221;.vc_custom_1741254809178{margin-left: 200px !important;}&#8221;]<\/p>\n<ol>\n<li>From the main menu click on &#8220;<strong>Memberships<\/strong>&#8220;<\/li>\n<li>Click on &#8220;<strong>Manage Memberships<\/strong>&#8220;<\/li>\n<li>Click on the membership you wish to renew.<\/li>\n<li>Click on the button &#8220;<strong>Renew<\/strong>&#8221; on the top right of the screen.<\/li>\n<\/ol>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-31273 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/11\/00-0998.png\" alt=\"\" width=\"1919\" height=\"883\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/11\/00-0998.png 1919w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/11\/00-0998-300x138.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/11\/00-0998-1024x471.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/11\/00-0998-768x353.png 768w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/11\/00-0998-1536x707.png 1536w\" sizes=\"auto, (max-width: 1919px) 100vw, 1919px\" \/><\/p>\n<ul>\n<li>Specify the renewal info as follows:\n<ul>\n<li><strong>Package:<\/strong> Select the desired package for renewal from the dropdown list.\n<ul>\n<li>For more details on how to add packages, please refer to the &#8220;Add Package&#8221; guide, or you can add it directly when adding a &#8220;<strong><a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/adding-a-membership\/\">New Membership<\/a><\/strong>.&#8221;<\/li>\n<\/ul>\n<\/li>\n<li><strong>Invoice Date:<\/strong> Select the invoice date for the membership payment from the calendar.\n<ul>\n<li>As shown in the example in the following image, the invoice date is set to 01\/12\/2024, which will be the renewal date for the package.<\/li>\n<li>Please note that the invoice date will be the package renewal date once the invoice is saved and the payment process is added. The renewal will begin from the invoice date.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/11\/scf.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-23810 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/11\/scf.png\" alt=\"\" width=\"1599\" height=\"631\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/11\/scf.png 1599w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/11\/scf-300x118.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/11\/scf-1024x404.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/11\/scf-768x303.png 768w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/11\/scf-1536x606.png 1536w\" sizes=\"auto, (max-width: 1599px) 100vw, 1599px\" \/><\/a><\/p>\n<ul>\n<li>Click on &#8220;<strong>Save<\/strong> &#8221; on the top right of the screen.<\/li>\n<li>\n<p data-pm-slice=\"1 1 []\">Confirm the Payment Process for the Invoice Issued for the Membership.<\/p>\n<\/li>\n<\/ul>\n<p><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/11\/zx-1.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-23814 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/11\/zx-1.png\" alt=\"\" width=\"1636\" height=\"888\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/11\/zx-1.png 1636w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/11\/zx-1-300x163.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/11\/zx-1-1024x556.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/11\/zx-1-768x417.png 768w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/11\/zx-1-1536x834.png 1536w\" sizes=\"auto, (max-width: 1636px) 100vw, 1636px\" \/><\/a><\/p>\n<ul>\n<li>\n<p data-pm-slice=\"1 1 []\">In the following image, we will notice that the membership expiration date has changed to the date corresponding to the expiration of the selected package.<\/p>\n<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-31270 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/11\/954093-3.png\" alt=\"\" width=\"1919\" height=\"883\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/11\/954093-3.png 1919w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/11\/954093-3-300x138.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/11\/954093-3-1024x471.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/11\/954093-3-768x353.png 768w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/11\/954093-3-1536x707.png 1536w\" sizes=\"auto, (max-width: 1919px) 100vw, 1919px\" \/><\/p>\n<ul>\n<li>\n<p data-pm-slice=\"1 1 []\">Also, through the &#8220;<strong>Renewals<\/strong>&#8221; field, we will notice that the start date is the invoice date that was selected when adding the renewal for the membership.<\/p>\n<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-31268 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/11\/9650-344.png\" alt=\"\" width=\"1637\" height=\"759\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/11\/9650-344.png 1637w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/11\/9650-344-300x139.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/11\/9650-344-1024x475.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/11\/9650-344-768x356.png 768w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/11\/9650-344-1536x712.png 1536w\" sizes=\"auto, (max-width: 1637px) 100vw, 1637px\" \/>[\/vc_column_text][\/vc_column][\/vc_row]<\/p>\n<\/section>","protected":false},"author":17,"template":"","categories":[2126,2127,2129],"tags":[7439,7437,4589,7438,5478,7440,7436],"class_list":["post-23804","user_manual","type-user_manual","status-publish","hentry","category-clients","category-memberships","category-manage-memberships","tag-expired-package-renewal","tag-membership-renewal","tag-memberships","tag-package-renewal","tag-packages","tag-renew-expired-membership","tag-renew-membership"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to Renew a Client\u2019s Membership with a New Date - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/user_manual\/how-to-renew-a-clients-membership-with-a-new-date\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Renew a Client\u2019s Membership with a New Date - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"[vc_row][vc_column][vc_custom_heading text=&#8221;Disable the Draft Invoices For Memberships Subscriptions&#8221; 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