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Add Membership & Payment Terms
In this article, you’ll learn how to add a new membership & also how to define payment terms in your Membroz account. You can add membership one by one or all at once.
Steps of adding Membership:
Step – 1. In the Organization Menu select ‘Member’.
Step – 2. Navigate to the ‘Membership Plan’ option.
Step – 3. Click on the ‘Add membership’ button.
Step – 4. The only detail that is mandatory is ‘Name of Plan, Tenure, Type of Membership & Recurring Rate if any‘. You can continue adding more information after the Membership is added.
Step – 5. When you’re done entering the Membership info, click ‘Save’.
Step – 6. To see the added ‘Membership’ in the membership list, open the ‘Membership Plan’.
You can ‘Edit & Delete’ Membership plan in the membership list.
Step – 7. Click on the Membership number in the membership list, you can see the Payment Terms where you can make different terms of payment.
Step – 8. Click on ‘Select Payment Item‘.
Step – 9. Select the ‘Payment Item’ and add details of the selected item.
On adding the details, You will see all the details in your Membership.