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Version 4.1 by Isaac Mejia on 2026/06/08 19:59
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1 {{include reference="KBArticleHeader.WebHome"/}}
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3 This guide will walk you through the fields that need to be adjusted when replacing an account that is expired for more than 30 days.
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5 [[image:1562738689.png]]
6 **Begin Date:**Select the //**new**// date for the member to become active in our system.
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8 **Membership Length:** Select the length of the new agreement.
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10 **Expiration Date:**Automatically filled in based on the two previous fields.
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12 **Billing Information:**Verify this information has not changed. If it has, enter the updated information in the New Value column.
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14 [[image:1562738699.png]]
15 **Payment Cycle:**Choose appropriate option for the new agreement.
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17 **Recurring Payment Amount:**Amount to be invoiced each payment cycle.
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19 **Payment Method:**Verify this information has not changed. If it has, select the appropriate Payment Method with the drop down menu in the New Value column.
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21 **First Payment Due Date:**Member’s first recurring payment due date for the new agreement.
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23 **Number of Received Payments:**Enter zero (0) in the New Value column as this account expired and we are creating a new agreement.
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25 **Additional Amount to Collect:**If the member still owed any payments on their expired account that you wish to collect, enter that amount here.
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27 **Last Down Payment Method:**If there is not an **Additional Amount to Collect** entered, leave the drop down menu in this row as **Select Down Payment Method**. Otherwise, choose the appropriate option to collect said amount.
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29 [[image:1562804225.png]]
30 **Replacement Reason:**Description of replacement that can be referenced at a later date.
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32 //Example: Member’s account expired, returning for another year.//
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34 Review all information to ensure accuracy. If anything needs to be adjusted, select **Back** and make the necessary adjustments prior to submitting the replacement.
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36 [[image:1559986302.png]]
37 After you select  **Submit**, you can review and print the new agreement. After reviewing the agreement please select **Save Account,**on the top of the page. //**Note: The Replacement will NOT finalize until the newly generated contract is submitted.**//
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39 [[image:1559986310.png]]
40 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.