Create a New Member and Invoice

Modified on Thu, 19 Mar 2020 at 09:58 AM

Quick Process

Select Members from the main menu, close search window
Select Add New Member icon (located bottom left of screen)
Enter the new members personal details
Select the Membership tab (located top of screen)
Select the new members Membership Type from the drop down menu, select/fill in other fields as applicable
Select the refresh Default Charges icon (green/white circle arrow)
To invoice the new member, select the Member Account tab (XClub = Invoice tab) and create invoice

Note: For clubs that have website integration enabled, you can search the member in the online Members Directory after the next scheduled instance of the integration service has completed

Step-by-Step Process

Select Members from the main menu
Close the search window

Select Add New Member icon (located bottom left of screen)

Enter the new members personal details
- MiMembership: The Member Number and MiClub User Name will auto fill after you have entered the surname
- XClub: The Customer ID will auto fill after you have entered the surname. Manually enter the member user name (must match the Customer ID) and preferred name in the available attribute fields
- For MiClub website integration, ensure the Active check box is ticked and the Gender is selected

Select the Membership tab (located top of screen)
Select the new members Membership Type from the drop down menu
Select all relevant fields - the more information entered about a member's membership structure increases the reporting and search features within the membership data base
Enter the new members Date of Joining, Membership Expiry and Renewal Dates
Select the members Billing Period
If applicable, select the members Payment Method, Payment Plan and Payment Plan Type
Select the Refresh Default Charges icon (green/white circle arrow)
- This will apply the member's default charges for their selected Membership Type (based on the configuration settings)
To add any other charges that may apply to the new member i.e. buggy or locker fees, click on the Add Charges icon (green/white cross located next to Refresh Default Charges icon)
- Select Charge Type from the drop menu, select OK (repeat to add any additional charges)

Select the Member Account tab (XClub = Invoice tab)
Select the Create invoice icon (first icon located top right of screen)
The Invoice window will open;
- Set the Invoice Date and Invoice Due Date
- Set the Start and End dates to the required billing period
- Type any notes in the available field - these will appear on the printed invoice
- If the Payment Plan fields were populated under the Membership tab then the Payment Plan will auto create - you can view and change the instalment amounts and dates by clicking on the Instalment icon located under the No. of Payments field
- To create a pro rata invoice, ensure the Pro Rata check box is ticked
Select Create

The invoice has created. Print or email the invoice to the new member, or pay the invoice

Note: For clubs that have website integration enabled, you can search the member in the online Members Directory after the next scheduled instance of the integration service has completed