Configure memberships for revenue paid up frontLast updated on 09/14/2022
Last updated on 04/29/19
When adding memberships, you can require a customer to pay for a membership up front by recognizing revenue immediately after the customer pays once when using cash basis accounting rather than accrual accounting. To learn more about deferred revenue and accrual accounting, see Setup deferred revenue for recurring services.
Things to know
If this accounting scenario does not apply to you, see Membership accounting options to learn about other membership accounting options.
You will need to set up recurring service types and recurring service invoice templates before you set up membership add-ons.
Step 1: Add a membership
Membership setup, including creating a new membership, is done in the Memberships wizard:
Go to the navigation bar and click the Settings icon. In the side panel, click Invoicing>Membership Types.
Click Add.
In the Basics section, add membership basics, then click Save & Next.
In the Billing section, click One Time.
Click Save & Next.
In the Recurrences section, click Point of sale.
Click Save & Next.
To learn more about membership settings, see Create membership types.
Step 2: Complete additional setup
The Memberships Wizard or Pricebook column shows whether membership setup is part of the Memberships wizard or done directly in Pricebook.
Set up tasks for the membership
After you’ve added a membership, you can configure the membership to create a new sale or renewal task.
Step 3: Set up recurring services
While you are at a customer job site, you may have time to perform work related to the customer’s membership. By marking a recurring service as complete, you will make sure that the office does not schedule unnecessary work, or work that you have already performed.
Optional: Set up add-ons for the membership
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.