Summary / TL:DR: This article will show you how to make adjustments to a customer’s membership level in Advantage.

These instructions require you to have a control group open. For more on control groups, go here.

How to Change Membership Levels

From the Customer Search screen search for the customer you want to edit the membership for and then navigate to Customer Activity
Select the membership you want to change right click, and then select Change Membership Levels
The Enter Membership Information dialog box will appear, complete the following fields:

Customer Number*	Enter the Customer Number.
Membership Org*	Enter the Membership Org.

4. Click OK

5. The Change Member Levels dialog box will appear, complete the following fields:

Promotion Code*	Enter the Promotion Code.
Promotion Choice*	Enter the Promotion Code.
Sub type	Make changes to the Sub type if necessary.
Rate	Make changes to the Rate if necessary.
Term	Make changes to the Term if necessary.

6. Click OK

7. If the rate is increased, you will be prompted for payment.

8. The Payment for Invoice dialog box will appear:

9. Clicking Add Card will open up the secure payment entry dialog box, complete the following:

Card Type	Select the card type form the list.
Card Number	Enter the card number.
Expire Month	Enter the cards expiration month.
Expire Year	Enter the cards expiration year.
Security Code	Enter the cards security (CVV) code.
Save Card	Choose whether to add the card to keep on file for future payments: Yes - Will keep the card on file for future purposes No - Will not keep a record of the card being used for the current purchase.

10. Click Confirm

11. Click OK

Wrap up

You should now know how to make adjustments to a customer’s membership level in Advantage.