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.