Recording a Membership
To record a membership purchase or renewal, use the Receipt Maintenance Window.
Upon selecting the Individual Member campaign, the Amount and Registration fields will populate using the values from the Campaign Master record.
The Renewal Date will be populated based on the type of membership renewal from the Campaign Master record. Note we have 1 in the Adult field and 0 in Children.
The Adult and Children field for other types of members like family or senior would be entered by the charity if that information was of value.
The Renewal Date, Adults and Children are always open regardless of whether the receipt was issued or the record has been U2M (Updated to Master).