How do I create a new membership in Web Edition?

  • Updated

Applies to: Web Edition

When a contact decides to join your organization as a new member or when entering backlogs of old memberships, you will need to create a new membership before you can enter dues payments.

  1. Go to the Contact record of the person who has become a new member.
  2. Click "Edit" at the top of the record.
  3. Click on the "Membership" accordion to expand it.
  4. Fill in the Membership Name, Membership Type, Payment Interval, and Date Joined fields.
    • The Membership No field will automatically populate,
    • If you've set dues amounts for your membership types, the Dues Amount field will populate when you select your Membership Type.
    • If relevant, you can also select a Membership SubType.
    • If this new membership was the result of a campaign, you can populated the Joined as Result of This Campaign and Campaign Activity fields.
  5. Click "Save" at the top of the record.

After creating the new membership, you can then add dues payments. Adding a dues payment will automatically populate the Last Paid Date and Paid Thru Date fields.

  1. Click "Edit" at the top of the Contact record.
  2. Click "Add Payment" in the Dues Payment section of the Membership accordion.
  3. Fill in the required fields, marked by the red asterisks.
    • The Received From, Membership Type, Amount, and Membership SubType fields will be populated with information from the Membership accordion. You can change these fields here and they will automatically be updated in the Membership accordion once the dues payment is saved.
    • The Date field will be populated with today's date. You can change the payment date by clicking the calendar icon to the right of the Date field and selecting the correct date.
  4. Fill in additional fields if needed.
  5. Click "Save" on the Add or Edit Dues Payment window.
  6. Click "Save" at the top of the record.

For more information, see the Membership User Guide topic.

 

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