When you have a single term membership with an Additional Member Add-on purchased, you can’t upgrade the membership in daily sales only. You may have a membership program that won't allow you to use the Mid-term Upgrade button in Daily Sales.
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Steps to Duplicate
Click the Memberships tab in Altru
Next to Membership Programs, click Add.
Name your program. Make sure that Membership terms are set to 1 term
On the Levels tab, add 2 or more levels with different prices.
At the bottom, check the box next to “This membership program uses add-ons”
In the name column, set it as Additional Member, and give it a price point.
Save your membership program.
Go to a constituents record through a constituent search.
On the left, click Add a Membership.
Fill out the form. For Program, select your membership program. For level, select the most basic level. You need a higher level so you can upgrade.
Once completed, click Sales>Daily Sales.
Input the constituent at the top left. Note how there is no option to do a mid-term upgrade.