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Why is the membership in 'Needs attention' status when I have recorded the payment and they are all up to date?
Why is the membership in 'Needs attention' status when I have recorded the payment and they are all up to date?
Emily O'Shea avatar
Written by Emily O'Shea
Updated over 2 weeks ago

Have you manually recorded a payment for the membership so the payments are up to date but the membership hasn't updated to 'Active' and is stuck in a 'Needs attention' status with 'No mandate has been provided'?

This situation will happen if you record a manual payment on a membership for a membership that has 'Auto-payments' toggled on (so will require a mandate) but a mandate has not yet been provided for this membership. An 'Auto-payments' membership will remain in 'Needs attention' status even if all payments are up to date until a mandate has been set up.

If you do not want to request a mandate for a membership and want to use manual payments instead to take the payments for this membership you will need to ensure it is a manual payments membership that you are adding to the client profile. Manual payment memberships are any membership type that have 'Auto-payments' toggled OFF.

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