Online Library eBook - Processing Upgrades and Downgrades | Page 5
Select the Renewal Invoice
Once the member has indicated they would like to change their benefit mid-cycle, the first step is
to find and select the renewal invoice. From the account or contact's record, select the renewal
billing invoice that needs to be upgraded or downgraded.
Online Library eBook - Processing Upgrades and Downgrades | Page 4
Online Library eBook - Processing Upgrades and Downgrades | Page 6
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