Memberships

To create a membership manually.

Open Document: Open New Membership doctype.
Select Details & Proration: Select the Member and Membership Plan. The Renewal Rate will be automatically fetched. One can also enter it manually if the renewal rate is not defined in the membership plan. Checking Prorate will create a prorated invoice when the membership is cancelled early.
Corporate Status: Tick Corporate if the person is from Corporate.
Membership Period: In the Membership Period section, one can set the membership start date and Days Until Due.
Add Family/Couple: If the plan is for a couple or family, their contact needs to be created first, then they can be added in Membership Details.
Save: Click on Save.

Cancel Membership: Membership can be cancelled by clicking on the Cancel Membership button.
Generate Invoice: Clicking on Fetch Subscription Updates generates a sales invoice for that particular membership.
Web Login: Clicking on the Create Web Login for Member button will generate login credentials for the member and email them.