How to handle membership renewal, failed payment, or cancellation

Step by step

1. 1

   Open the client's Billing tab and select the membership.

2. 2

   Review active, pending, payment-needs-attention, or cancelled status and the current billing cycle.

3. 3

   For a failed payment, ask the client to update the payment method and follow the available retry path.

4. 4

   For cancellation, use the membership cancellation action and review when benefits end.