Membership Dues Workflow

From Memberships, click Add a membership to add a single membership transaction. From Memberships, Revenue, and Batch entry, you can add multiple payments to apply toward membership dues, such as for a renewal, join, or gift of membership. When you add a membership transaction, you can answer a series of questions to add one or more payments as a membership dues batch. From Batch entry, you can enter one or more payments as a membership dues batch through a standard batch data entry grid. When you add payments as a batch, your organization can apply a batch workflow, such as to require a review and approval process. You can also set field defaults or hide fields as necessary to ease data entry.

To successfully enter payments for membership dues, you must perform several steps.

From Administration, select Batch and then Batch entry. Under Configuration, click Batch numbering schemes to create a numbering scheme to use with membership dues batches. The batch numbering scheme determines whether you manually assign identification numbers to these batches or the program automatically assigns the batch numbers.
From Batch entry, click Batch workflows under Configuration to create a workflow to use with membership dues batches. The batch workflow determines the steps required to commit batch information to the database. For example, your organization may require a review and approval process for membership dues payment information.
From Batch entry, click Batch templates under Configuration to create a template to use with membership dues batches. The template includes any field defaults and determines the batch numbering scheme and workflow to use with batches created from the template. Your organization may create multiple templates for membership dues batches. For example, you may create separate templates with defaults based on membership programs or levels.
To add a payment for membership dues, enter the dues as a batch from Memberships, Revenue, or Batch entry. When you start to enter membership dues payments in a batch, you select which template to use to capture the information. For information about how to enter membership dues payments, see Enter Membership Dues Payments.
From Batch entry, you can perform several tasks to manage aspects of membership transactions, such as members, add-ons, and donations. For information about how to manage this information within a membership dues batch, see Membership Dues Batch Tasks.
After you commit the membership dues batch, manage information about its payments as necessary from their transaction records in Revenue.