This article will guide you through reinstating a previously cancelled agreements.

Requirements - A Master Admin or Staff Admin Type with the following permissions:

• Member Management : Managing Agreements - Can reinstate cancelled agreements within allowed days limit
  
• Member Management : Managing Agreements - Can reinstate cancelled agreements regardless of allowed days limit
  

 

NOTES: 

• Only invoices that were cancelled as part of the agreement cancellation will be reinstated.  Any invoices that were cancelled before the agreement was cancelled will be grayed out.  If any of the grayed out invoices should be reinstated you will need to manually perform this.
• By default all Agreements can be reinstated indefinitely.  This article will guide you through changing the setting to limit how far back in days you can reinstate an agreement.

Updating Setting For Maximum Days For Reinstating Agreements

 

If you want to limit how far in the past an agreement can be reinstated you will need to update the setting for Maximum Days For Reinstating Agreements. To access this setting click on Setup > Sales > General Settings. Click on the Cancel / Freeze tab to access this screen. Scroll down to "Maximum Days For Reinstating Agreements After Cancellation (leave blank for no limit)". Once you have updated this setting scroll to the bottom of the page and click the Update Settings button to save your change.

Accessing Agreement Details

To access this screen go to Members > Member search and select the client. On the client summary screen click the Agreements tab. Locate the desired cancelled agreement and click the Full Details button.

Starting The Reinstate Process

 

The All Details button will advance you to the agreement details screen. At the top of this screen click the Reinstate button

Make Adjustments And Complete The Reinstate Process

The Reinstate button will open the reinstate agreement screen which will allow you to re-enable evergreen, change membership expiration, and the due dates for the invoices.

1.  By default Yes is selected for Agreement Evergreen (auto renew), if you do not want this enabled click no.

2.  By default Update Membership Expiration is set to No.  If you click Yes for this a date field will appear for you to extend out the expiration date.

3.  Any invoices that were cancelled prior to the agreement being cancelled will be grayed out.  If any of these need to be corrected you will need to create manual invoice.  Click Here for the article that covers manual invoice creation.

4.  For any of the invoices cancelled when the agreement was cancelled you will have the ability to change the Due Date.

5.  To complete agreement reinstatement click the Reinstate Agreement button.

Frequently Asked Questions: 

- Can I refund an invoice within a cancelled agreement without having to reinstate? 
Yes. You do not have to reinstate an agreement to issue a refund. 

- Client has transferred to my club. Can I reinstate an agreement that was cancelled at another location? 
If a client has been transferred to your location and their previous agreement was cancelled, you would need them to sign for a new agreement at your club. You would not be able to reinstate.