Walkthrough for creating a prepaid membership

Support

July 20, 2016 21:19

With this walkthrough we will show you how to set up a new customer with a prepaid membership account.

To get started, in the main Data Entry window click the Add button to add a new member.
In the View and Edit Customer window, click the Quick Configure button.
Select 1 Month Prepaid or Annual Prepaid.
In the Membership tab, the Prepaid membership payment option will be pre-selected and the starting and ending dates will be filled in (either a month or a year, depending on what you selected in Step 3).
To change the length of the prepaid membership, adjust the dates manually or click one of the preset buttons to add a week, month or year.
Click OK to finish.