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We have three different membership types for our members and I'm looking at how I can add this information to their 'Donor' information for the purpose of doing the annual membership fees.
We have Individual members at $5, NFP or Charity Orgs at $20, For Profit Orgs for $50.
Is there a way I can tag or have a field in their donor record so that when the annual payments are due, I can create a 3 batches of invoices - one for Individual membership, one for NFP/Charity and one or For Profit invoices?
I have created the three membership types in the products/services, just need to work out how I easily identify which donor has which type of membership they are to be billed for.
It's awesome to help you out with tagging different membership types on your invoices, Wendy.
I can walk you through the steps to add a field or tag your sales transactions. For this, you can create a custom field or use the Class tracking feature.
To add a new field on invoices, follow the steps bellow:
Now, if you want tags, here's how to enable Classes:
To add classes:
Once set up, you can assign these classes your sales or expense transactions. See this example:
Please post here if you need further assistance with the steps provided above. I'll be right here to help you with tagging your transactions.
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