Add a Benefit to a Membership

Create and manage benefit details in code tables. Then follow these instructions to add that benefit to a membership.

1. From Benefits in a membership record, select Add.

2. Select a benefit previously created in code tables. The Unit Cost defaults to the value defined in the code table.

3. Select a Count. The Total benefit/Value is automatically calculated.

4. Optional. Enter a comment.

5. Save your changes.

6. If you want to update the receipt amount, select Yes.

Load Default Benefits

If you associated the membership with a benefit during membership creation or management, then select Load default benefits to add them.

Waive benefits

Sometimes members prefer not to receive benefits, so all funds go to your mission. In that case, select Waive benefits.