Add a paid-in-full membership (in-house)

Overview

This article guides you through the process of adding a Paid-in-full Term membership to a Member.
The article is divided into the following seven topics:

Prerequisites
   Role
   Scope
Use case
Navigation
   Branch level
Add a paid-in-full membership

 

Prerequisites

Role

Your Role must have the Manage membership Permission.

 

Scope

You must have a Role within the Member's Branch.

 

For more information on Roles, click here.
For more information on Permissions, click here.

 

Use case

Adding a Paid-in-full Term membership removes the or  Tags from a Member.

Memberships derive from a Membership plan (a template for each Membership).
Paid-in-full Term memberships enable you to:

• Take a Payment for the Membership

• Record the Membership start and end date

• Suspend the Membership

 

Navigation

Memberships are added at Branch level:

 

Branch level

To add a Membership:
Navigate to Branch level (dark coloured menu)
Select a Branch (optional)

Click on Members

 

Add a paid-in-full membership

To add a Paid-in-full Membership to a Member:

		Select a Member or Prospect from the Member list Note: In cases where one person is paying for another (i.e. adult paying for a partner or their children), you will add each person as a separate Member, and a separate Membership for each of them.
		Click Add in the Membership panel (top right-hand side)   Alternatively: Click on Memberships (top menu) Click Add a membership
		Select a Membership (required) Note: The listed Memberships derive from the Membership plans created at Organisation level. For more information on Membership plans, click here.
		Select a Payment option (required) One-off (Paid-in-full) Payment options will not show any Tags Note: The listed Payment options derive from the Membership plan. Only Payment options made available for the Branch within the same country as the Member are displayed. For more information on Membership plans, click here. The selected Payment option is displayed below the drop-down box: If you make a mistake, click X to the right of the Payment option, to remove it from your selection
		Select Membership start date (defaults to today's date) Note: The Payment options Term and Membership start date are used to automatically calculate the Membership end date (the Membership end date cannot be manually set).   Either enter the date manually or use the calendar icon to select a date via the calendar: Use the Left and right arrows to scroll back or forward a month Click the desired date, or click Today to select today's date. To select another year, use the drop down on the right of the month to select the year.
		Edit the Joining fee (optional) The Joining fee is automatically populated from the selected Payment option. It can be optionally edited
		Edit the Access card fee (optional) The Access card fee is automatically populated from the selected Payment option. It can be optionally edited
		Click Add.
		Take Upfront payment from Member (required) Select Cash for cash transactions only Select EFTPOS for EFTPOS, debit card or credit card payments Note: Ensure the Upfront payment has been taken before proceeding i.e. cash has been handed over or card transaction has completed (was not declined).
		Click Paid
		The transaction will show on the membership and on the transaction list.