Add a Membership Screen

Select whether the constituent provides the payment to pay for a personal membership or for a gift of membership for another constituent.

If you select Giving a membership to someone else, this section appears.

In the Name field, search for and select the constituent to receive the gift of membership as the primary member. You can search for the constituent by name, lookup ID, or telephone number. Select whether to send renewal notices to the giver, the primary member, or both.

Specify the constituent that provides the payment. You can search for and select the constituent in the Name field or, if you receive the payment in response to an appeal mailing or membership renewal effort, enter the finder number from the reply form.

In the Date field, select the date of the payment, such as the date you receive it or the date you add it to the database.

If you enter the finder number to specify the constituent, its appeal mailing or membership renewal effort appears under Marketing information. To associate the payment with a mailing or effort, search for and select the communication. You can also enter a source code. The related appeal and effort appear under Marketing information.

In the Inbound channel field, select how you receive the payment, such as by Mail, Phone, or Walk-in.

In the Transaction notes box, enter any additional information about the membership transaction.

Select how to apply the payment toward the membership dues, such as for a join or renewal, and select the applicable membership program, level, and term as necessary. If paying for a lifetime or recurring program, the term is replaced with the payment options.

When you select the membership program, the Benefits field displays any default benefits the constituent receives for the transaction. If the selected membership program and level assign benefits based on the number of members, the quantity of benefits received matches the maximum number of members allowed for the selected level.

In the Expires on field, the expiration date of the membership appears, based on the selected program, level, and term. Edit the expiration date as necessary.

If the selected membership program allows an installment plan, select whether to pay the membership in full, pay only one installment, or pledge the entire membership and create an installment plan.

If the program has payments tracked in another system, payment options do not appear.

In the Membership amount field, the total amount of the membership dues appears, based on the selected program, level, and term. Edit the amount as necessary.

If an installment plan has been creating and you are making a payment toward it, the payment options include: Pay in full, Pay next installment, and Pay other amount. When you select Pay other amount, you enter the amount of the payment.

• If the amount is less than the next installment amount, the next installment is partially paid.

• If the amount is greater than the next installment, but less than the balance remaining for the installment plan, the amount is applied to the remaining installments, in order. If you want any additional amount to count as a donation instead of a payment toward the next installment amount, you can still use the "Are they also giving a donation" fields on the screen.

• If the amount is greater than the balance remaining for the installment plan, the installment plan is fully paid and the user is prompted for the remaining amount to become an additional donation.

Select whether to apply a discount or promotion toward the cost of the membership.

To apply a discount or membership, select Yes, apply the following discount and select the discount or enter the applicable promotion code.

If the program has payments tracked in another system, this section does not appear.

If the selected membership program offers add-ons, select the add-ons to include with the membership. The Total add-on amount field displays the total cost of the selected add-ons.

If the program has payments tracked in another system, this section does not appear.

If the selected membership program level allows multiple members, such as a Family level, select the constituents to include as members and enter the number of children to include.

Select which members receive membership cards. For each selected member, enter the name to appear on the card and adjust the expiration date as necessary.

Select Send reminders to make installment plan reminders available to be included in pledge reminder processes.

If the constituent pledges the membership payment or pays for the first installment, set up the installment schedule, including the frequency, start date, number of installments, and the schedule.

Tip: If you have an irregular installment schedule that is similar to one of the "regular" schedules (such as annually, quarterly, or monthly), you can select the regular frequency first. The payment schedule and amounts default according to the frequency you select. You can then modify the dates and amounts to meet your needs. For example, if you want a 12-month installment plan with a first payment of $50 and subsequent monthly payments of $5, you can first select a frequency of monthly. The 12 monthly installment dates and amounts will default into the schedule with the amounts evenly divided. You can then easily modify the amounts to reflect your payments.

Select Send reminders to make installment plan reminders available to be included in pledge reminder processes.

If the payment includes a donation to your organization in addition to the membership dues, select Add a donation of and enter the amount of the payment to apply as a donation.

To apply the donation toward a major giving opportunity, search for and select the opportunity.

Search for and select the fundraising designation to apply the donation amount toward.

To group the donation with similar donations, select the applicable category. For example, your organization may have a Membership Donations category to easily track donations received from members.

In the Campaigns field, the default campaigns for the selected designation appear. To apply the donation amount toward another campaign, select Edit and select the applicable campaigns.

If you set up solicitor credit rules for major giving in Prospects, the Solicitors field displays the default solicitors for the selected opportunity. To credit other solicitors with the donation, select Edit, select the solicitors and enter how much credit each receives.

In the Recognition field, the default recognition credits for the selected constituent appear. To edit the recognition credit for the donation, select Edit.

If the program has payments tracked in another system, this section does not appear.

Select the payment method used for the payment, such as Cash, Check, or Credit card, and enter details about the method.

For a payment method of Credit card or Direct debit, the Mark this membership for automatic renewal for later query checkbox appears. To include the membership in query results for memberships to convert to automatically paid memberships, select this checkbox.

In order to process direct debit payments in euros from a constituent with a bank account which uses the "Europe (SEPA)" banking system, the organization must have a signed SEPA mandate on file from the constituent which authorizes the organization to draw funds from the constituent's account. In the Mandate field, select an existing mandate or select Add to add a new one.

If this is a recurring membership and you chose to create the recurring gift, but not make the first payment, you can still enter credit or debit card information. The token will be saved to use for future recurring gift payments for the membership.

If the program has payments tracked in another system, this section does not appear.

To exclude the membership dues payment when you run the process to generate acknowledgements, select Do not acknowledge.

If the constituent requests to pay for the membership anonymously, select Is anonymous.

To apply the revenue toward a tribute, search for and select the tribute.

This field displays the total amount of the payment, based on the membership dues amount and any add-ons and donations or other applications.

If the program has payments tracked in another system, this field does not appear.

This field displays the tax-deductible portion of the total amount. For example, if the constituent receives benefits for the membership transaction, this amount is the total amount of the payment minus the benefit value.

For a renewal transaction, the amount set for the selected level appears.

Edit the tax-deductible portion of the payment amount as necessary.

If the program has payments tracked in another system, this field does not appear.

To exclude the transaction and not create a receipt for the payment when you next run the receipt process, select this checkbox.

If the program has payments tracked in another system, this field does not appear.