Introduction
The EndDate field in a Payment Plan configuration is a tool used to manage the availability of specific memberships. It is primarily used to control the "selling life" of a plan, ensuring that expired offers cannot be purchased by new members or assigned by staff. However, because this date impacts how the system handles existing contracts and background renewals, it is crucial to understand the behavior to prevent members from accidentally falling onto incorrect "fallback" plans (such as Employee plans).
Instruction
Setting an End Date (or setting the plan to Active = False) results in the following:
Restricts New Sales: The plan will no longer be visible in the Client Portal, PG Website, or Point of Sale (POS) lists.
Maintains Existing Contracts: Members currently on this plan are not kicked off; their current contract remains valid until its natural expiration.
Permits Background Renewals: The system will still allow automatic renewals to process using this plan ID, provided the configuration is set correctly (if applicable).