Prepare Memberships for Bulk Cancellation
Create one or more Membership Status Update rules that assign the status To be Cancelled to memberships that meet your criteria.
Run or schedule the rules so that eligible memberships receive the updated status.
Review the memberships marked To be Cancelled by using a Membership List and filtering on the Membership Status field.
📌 Note: Reviewing the list before bulk cancellation ensures only the correct memberships are included.
Bulk Cancel the RPIs
Open the Membership Bulk Cancel feature.
Review the memberships currently marked To be Cancelled.
Select the cancellation reason you want applied to all affected RPIs.
Confirm the bulk cancellation to update all RPIs.
The process will update each RPI by setting:
Payment Status to Cancelled.
Membership Status to Cancelled to prevent future payments.
Cancel Date to the current date.
Cancel Reason to the selected reason.
Comments to indicate the RPI was bulk cancelled.
⚠️Important:
Memberships is a Professional only feature. Essential subscribers, please contact us to find out more about upgrading.
Donorfy Academy
The Donorfy Academy features a learning course for Memberships - enrol here.