Issuing a new invoice or membership record will not include the existing payments made by the member. Follow the steps below to update an existing payment to point to the new invoice or membership plan.
Locate the admin or billing contact for the membership record. This should be the contact who has made the payment.
Go to the transactions tab and find the payment that you wish to attach to the new membership record or invoice.
Click on the edit button next to the payment. You may need to unlock the payment first before you have the option to edit.
If the payment has been reconciled, you will need to unreconcile the payment before you can make any changes to it.
Find the section in the payment that shows what the payment is regarding. This will show the existing membership record as well as any other invoices the payment may be attached to. Remove any old membership records or invoices, or if you want to remove everything you can click on the 'clear all' option.
In the dropdown that appears in the same section, select the new membership record or invoice from the list. Your selection will then appear in this section.
Click on the Save button to save your changes to the payment.
After following these steps, the existing payment will be tied to the new membership record or invoice and the amounts paid and due will be updated. This process can be repeated for multiple existing payments.