See the add-on products on a member’s membership, add one without charging them, or cancel one.
- Adding a product here doesn’t charge anything. Use it only for an add-on that’s already been paid for, or paid offline outside Uplifter.
- A refund from the order sets each item’s status. Refunded (Cancelled) cancels the add-on. Complete keeps it active, for example after a partial refund.
- Setting a product to Cancel here doesn’t send any money back. Refunds are issued from the order.
- Available on plans that include Memberships. If you don’t see it, ask your Uplifter contact.
Every add-on a member buys with a membership, such as insurance or a magazine subscription, is listed in the Products section of their Membership Details page. You can also add or cancel add-ons from there.
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Open the membership
Search for the person in Quick Search, or open Memberships → Individual Memberships and search by name or member number. Select their membership to open Membership Details.
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Review the Products section
Scroll to Products, about halfway down the page. Each add-on shows its product name, valid from and to dates, the membership it was bought with, quantity, status and total.
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Choose the membership
To add an add-on, select the membership it belongs to in Group Name. The list shows the person’s current and past memberships.
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Choose the product
In Add New Product, select the add-on. Only the products offered with the membership you picked appear.
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Add it
Select Add Product. The product appears in the Products list on the membership.
To cancel an add-on that wasn’t refunded through an order, such as one you added here or one refunded offline, open the Status drop-down next to it in Products and select Cancel. If the member still has to pay for an add-on, don’t add it here: sell it with an admin transaction instead, so the payment is recorded against an order.