Embedded Files
This sections show the membership plans and details that the customer have
The memberships panel beside the account details disappears upon membership cancelation
The Auto-renewal button simply deactivates any auto-renewal collection for a customer's membership
This icon shows the active the months that the customer paid for, the amount they are paying monthly and it allows you to send and review the monthly invoices
Click Icon to view example
This portion is used to review the protection plan of a customer, it allows the user to file a claim for the customer or review if the customer is already allowed to claim.
Max Coverage - Max amount to be covered by the plan as per the terms and conditions
Used Amount - The amount already used by the customer under his/her protection plan
Create claim option will direct a user towards creating a claim for the customer
Membership Actions tools are designed to update the status of a customer's membership
Create Quote
This allows the user to offer a membership to the customer with the following
Membership type
Discounted Pricing for Monthly or Annual Payment
Adjust Renewal cost
Directly Pay for a service
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