Guide to using the Pricebook to configure membershipsLast updated on 03/22/2022
Last updated on 03/04/19
Many membership tasks are done using membership settings, but some membership configurations are set up in the pricebook. Understanding recurring service types, invoice templates, and pricebook tasks using both the pricebook and memberships wizard will help you assemble the exact membership you want. All information below is based on a membership that is billed once, for which revenue is deferred.
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 one: Add a membership
Membership setup, including creating a new membership, is done in the memberships wizard. To access the memberships wizard, go to the navigation bar and click the Settings icon. In the side panel, click Invoicing>Membership Types. Click Add.
To learn more about membership settings, see Create membership types.
Step two: Complete additional setup
Some membership setup will need to be done directly in the pricebook. To access the pricebook, go to the navigation bar and click the Settings icon. In the side panel, click Invoicing>Pricebook.
The column “Memberships Wizard or Pricebook” details whether membership setup is part of the memberships wizard or done directly in the pricebook.
After you’ve added a membership, you can configure the membership to create a new sale, renewal task, or set up deferred revenue for recurring services.
Step three: 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
Want to learn more?
To learn more about common uses for memberships, see Basic Membership Workflows
Watch Editing Your Pricebook
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.
Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.