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WendyCCRDFV
Level 1
posted
‎August 21, 2022 04:30 PM
last updated ‎August 20, 2022 11:30 PM

Can I add a field or tag to identify donor membership types?

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.

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1 Comment 1
Jen_D
Moderator
Moderator
‎August 21, 2022 05:12 PM

Can I add a field or tag to identify donor membership types?

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:

 

  1. Click Settings ⚙, then select Custom fields.
  2. Choose Add field.
  3. Add a name in the Name field.
  4. Mark the All Sales forms checkbox.
  5. If you want the custom field to appear on printed and delivered forms, turn on the Print on form switch. Otherwise, it will only be visible in QuickBooks.
  6. Select Save.

 

Now, if you want tags, here's how to enable Classes:

 

  1. Tap the Gear icon and choose Account and Settings.
  2. Go to the Advanced tab and pick Categories.
  3. Use the Track classes slider to turn on the feature in your account.
  4. Select Save and then Done.

 

To add classes:

 

  1. Click the Gear Icon.
  2. Choose Lists , then select All Lists.Image Alt Text
  3. Choose either Classes or Locations/
    Image Alt Text
  4. Click New on the top right, then enter in a name for your Class/Location.
  5. Classes and Locations can be hierarchical allowing you to group each category together. Just add a sub-class/sub-location under the main class.

 

 

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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