Linked accounts enables you to apply membership fees for multiple members on the one invoice i.e. husband and wife or a family
*Membership default charges are required to be applied to both the members membership profiles before linking the accounts
Step-by-Step Process
- Search for the member who will be the 'parent' (the member to receive the invoice)
- Select their Membership tab
- Select the Linked Account icon (located bottom right of screen)
- Search for the member/s who will be the 'child' (the member/s not to receive an invoice)
- You can link multiple members to a parent account
- Select the Account tab (XClub - Invoice tab)
- Select Create Invoice icon
- Set invoice dates
- Tick the Create Payment Plan check box if a payment plan is required
- The invoice displays the default charges for each of the linked members, as well as the 'parent'
- Select Create
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