Sell memberships from the office

Overview

You can sell memberships from the office by adding them to invoices and estimates. You can also sell memberships without booking a job from a Customer Record.

Things to know

• Memberships are created from membership types. Make sure you set up membership types for all the memberships you offer. For more, see Create membership types.

• Membership sale tasks are pricebook service items used to sell memberships. Adding a sale task to an invoice activates the membership.

• Adding a membership sale task to an invoice creates an entry in the audit trail. This helps you keep track of added tasks and recurring service recalculations.

Add a membership to an invoice or estimate

1. Search for and open the invoice or estimate you want to add a membership to.

2. If it’s an estimate, click + Task, then search for and select the membership sale task.

3. If it’s an invoice, click Add a task.

4. From the Add a Task screen, use the Name field to search for the membership sale task by code or keyword, then select the sales task you want.
   

5. Click the Duration & Billing dropdown, then select a membership duration and billing frequency option for the membership.

   Note: This is only available if the membership type includes multiple duration and billing frequency options.

   

6. Add any additional details for the membership, then click one of the following options:

   1. Save: Add the membership new sale task to the invoice.

   2. Save & Select Equipment: Add the new sale task and select an equipment item at the service location to attach to the membership.

   3. Save & Apply Add-on: Add the new sale task and select a membership add-on task.
      Note: You may only see Save, depending on the membership type you selected. The business unit of the membership will be determined by the business unit of the invoice item selected. If you want to make changes, select a new business unit from the dropdown menu.

Sell a membership without booking a job

You can sell memberships with a membership sale invoice, without needing to book a job.

Note: If you’re not adding a membership to an invoice or estimate, you can only add membership sale tasks and membership add-on tasks to membership sale invoices. The Sell or renew membership from customer or location permission is required to use this feature. Please contact the account administrator on your team.

To sell a membership:

1. Search for and open the customer or location record you want to sell a membership to.

2. Click Sell Membership.
   
   The Create Membership Sale Invoice pop-up opens.

3. Enter details for the membership sale invoice:

   1. Click the Business Unit dropdown field, then select the business unit (BU) you want to assign to the invoice.

      Note: The business unit of the membership will be determined by the business unit of the invoice item selected. If you want to make changes, select a new business unit from the dropdown menu. 

   2. Click the Membership Sale Task dropdown field, then select the pricebook service item that sells the membership.

   3. Click the Duration / Billing dropdown field, then select a membership duration and billing frequency option for the membership.

      Note: This is only available if the membership type includes multiple duration and billing frequency options.

   4. Under Apply Membership Discount to, select whether you want to apply any discounts included with the membership to all the customer’s service locations or select a specific location from the dropdown.

   5. Under Recurring Services Location, select whether you want to apply any recurring services included with the membership to all the customer’s service locations or select a specific location from the dropdown. Or, select Don't add any service if you don’t want to include recurring services with the membership.

4. When you're finished, click Create.      
   The membership sale invoice opens.

5. Complete the sale. Or, you can add membership add-ons.

Want to learn more?

• See Memberships glossary