Allow invoices to be left open post membership cancellation
Required roles: Manager or Owner
Enable this configuration to ensure that outstanding balances are not lost during the cancellation process while maintaining reporting accuracy and preventing unintended reinstatement. When a membership is canceled, open dunning invoices can be retained for collection instead of being voided. These invoices remain open and are eligible for payment through all saved methods. Retaining invoices does not reinstate or reactivate the membership, but the open invoices are excluded from bulk charge actions.
At the organization level, access Configurations.
Navigate to Membership Actions from the Memberships section.
Select Cancellation Rules settings.
To retain invoices after cancellation, switch on the Unpaid dunning invoices remain open after cancellation toggle.
Click Save.
To disable the setting, switch off the Unpaid dunning invoices remain open after cancellation toggle.
Impacts and considerations
The Unpaid dunning invoices remain open after cancellation setting affects only memberships that are canceled after the setting is enabled. It does not affect membership cancellations made before the change. Additionally, this configuration has no impact on new membership sales, product or service purchases, or invoice behavior for suspended or paused memberships.
In financial reporting, retained invoices or open dunning invoices appear as outstanding and collectible. These invoices retained through this setting are excluded from bulk charge actions and are not available for selection in the Membership Payment Report.