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Version 9.1 by Isaac Mejia on 2026/06/08 20:03
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Isaac Mejia 1.1 1 {{include reference="KBArticleHeader.WebHome"/}}
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3 This section will walk you through the fields that need to be updated when an account has a payment that is invoiced, but the amount needs to be adjusted.
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5 **Note:** If the payment is **NOT** invoiced yet, the account does not need to be replaced.  Adjustments can be made through **Member** **Profile > Membership Tab > Change Bill Date and Payment Amount**(located in the top right corner).
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7 If the Membership Dates and the Billing Information are not changing or being modified in any way, select **Next**.
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9 [[image:1562738710.png]]
10 **Payment Cycle:**Select the Payment Cycle even if it is not changing. This will help assist in other fields that need to be adjusted.
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12 **Recurring Payment Amount:**Enter the correct recurring payment amount.
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14 **First Payment Due Date**: The begin date has not been changed, so this section is referring to the agreement’s first due date, and does not need to be adjusted.
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16 **Number of Received Payments:**Adjust this value if the Next Payment Due Date is showing incorrectly. This example does not require a change in the due date, so the Number of Received Payments is accurate. Verify the Next Payment Due Date is displayed correctly.
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18 Once this is completed, select **Next**.
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20 [[image:1559986319.png]]
21 Adjust the renewal terms if needed. If not, select **Next.**
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23 [[image:1562804237.png]]
24 **Replacement Reason:**Description of replacement that can be referenced at a later date.
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26 //Example: Removed secondary member from account and needed to adjust invoiced recurring club dues to reflect accordingly.//
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28 Review all information to ensure accuracy. If anything needs to be adjusted, select **Back** and make the necessary changes prior to submitting the replacement.
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30 [[image:1560150151.png]]
31 After you select **Submit**, you can review and print the new agreement. Once your finished reviewing the agreement please select **Save Account**on the top of the screen.
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33 [[image:1562738716.png]]
34 Once you press the **Save Account** button the **Manage Account Contract** screen will appear where you will be able to **Print Contract**, **Email Contract** (to the member with valid email address) **Add Another Member** (to the existing Primary account),**Record a Body Measurement** or **Close This Window** and go back to the Club Advantage Splash Screen.