Add Membership Dues Batches

From Memberships and Revenue, you can add membership dues batches to enter payments applied toward membership dues, such as for a renewal, join, or gift of membership. When you start to add a membership dues batch, you select the template to use with the batch. The template determines the fields available and any default values. For example, you may set up a batch template for each membership program. The template also includes the batch workflow, which determines the steps your organization requires before you commit the payments to your database. For example, your organization may require a review and approval process for all membership dues payments.

When you add a payment for membership dues, you enter information about the membership, its members, and any additional information such as benefits or add-ons. Additionally, if a payment applies to more than only the membership, such as a payment that includes a donation to your organization, you can enter information about how to apply the payment.

Warning: You cannot apply a payment toward multiple memberships. For example, you cannot apply a payment to both a gift of membership and a membership join or renewal.