How to change payment type when subscriber is active

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How to change payment type when subscriber is active

At times a subscriber may need to change their payment type. For example, an Office pay type may need to be changed to Comp. However, Circulation prevents such changes until the subscriber expires and their renewal date has passed.

As a workaround, please do the following:

  1. Click on the desired Subscriber to open their record.
  2. Click the Payments tab
  3. Click Post Adjustment
  4. By default, Circulation will open with Set Expire Date in place.
    1. Change the year to last year, this forces them to expire out.
    2. Click Apply.
    3. Click Ok.
  5. Now under renewal the pay type will let you change it to the desired pay type.
  6. Before you close out of the subscriber go back to the Payments tab and click Post Adjustment and change the Expire Date back to the original date to reactivate the account.
  7. Click Ok until you return to the main subscriber screen.

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