Add a Payment/Invoice History box to the Member Manage template (under Customization) to give your members the ability to view, email, print and pay for their invoices when they log into their account.
Create invoices directly in the member’s timeline to charge for incidentals, additional fees, event silent auction items and more! For more information about invoices please see Help > Membership > Member Billing > Invoices.
You can now set a maximum or minimum or minimum number of labels/folders members can select in each Add/Remove Labels and Folders box in the membership templates. You can use this to limit the number of categories a member can select in the directory, or limit the number of features a member can signup for. . . . read more
Membership Software that Incorporates Surveys vs. Stand Alone Survey Software In many cases utilizing a survey feature that is built into your membership software is the perfect solution. Let’s take a look at some of the main positives: You can require members to login to access the survey or make it public to include everyone. . . . read more
You can now use the [itemtable] tag for Forms/Carts/Donations receipt templates, to provide a table of items, quantity and prices in the email receipt for your users. For a list of tags that can be used for your receipts, please see Help > Customization > Email Templates – Forms/Carts/Donations Email Receipts. Admin email notifications have . . . read more
Offer early bird pricing for event tickets. When creating or editing a ticket, under the Discounts section, you can enable early bird pricing that automatically expires at a specific date/time.
You can now re-classify membership levels and add-ons as donations, event or cart payments, so as to provide more accurate financial reporting for your organization. For example you can allow members to make a donation at the same time as they make a membership payment, using a membership add-on that is categorized as a fixed . . . read more
For customers using Stripe payment gateway who also ensure all payment pages on your website are on HTTPS (SSL), MembershipWorks now uses Stripe Elements to tokenize credit card information. By using tokenized credit card data, Stripe will automatically pre-fill the SAQ A and Attestation of Compliance (AoC) for you, so no action is required on . . . read more
When exporting transactions to a CSV file from the Dashboard, the report will now include category sub-totals for each payment category (membership, event, donation, cart, other, handling, tax). This will improve reporting for payments that include items from different categories (for example, a Forms/Carts/Donations payment that contains both a cart and donation items).
You can now classify an item as a membership or event payment under Forms/Carts/Donations. This gives you more flexibility to use Forms/Carts/Donations while allowing payments to be reported under the appropriate payment category. Note that an item classified as a membership payment will not update the member’s membership level or renewal date.
