Add Membership & Payment Terms

How can we help you?

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 Memberships’.

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 Membership Name, Tenure (in Month), Cost, Payment Item’. You can continue adding more information after the Membership is added. 

 

 

Step – 5. When you’re done entering the Membership info, click Submit’.

 

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.

 

 

Send Message
Hello!
How can we help!