Move cancelled members to cancellations ledger and notify
Move cancelled members to cancellations ledger and notify
Your membership tag updates leave cancelled accounts in the active roster, creating billing gaps and reporting confusion. This records cancellations to your ledger and notifies coordinators same day.
Overview
When contacts are tagged as cancelled, outdated active lists and billing mismatches quickly create operational overhead. This flow reconciles the member roster, writes a clear cancellation record, and notifies your coordinators so they can act the same day.