The Memberships menu is long because the module covers selling, collecting and reporting. Here is what each item is actually for.
Day to day
| Screen | Use it to |
|---|
| Membership Dashboard | See the headline numbers and the Needs attention strip. |
| Members / Subscribers | Find a member, create one, check who is on automatic payment. |
| Accounts Receivable | See who owes money and how long it has been owed. |
| All Transactions | Every ledger row across the organisation. |
| Card Transactions | Just the card activity. |
| Stripe Payments To Review | Payments taken in Stripe that could not be matched to a member. |
Setting up what you sell
| Screen | Use it to |
|---|
| Packages | Build the products, their price bands and their terms. |
| Inclusions | Define what a package entitles somebody to. |
| Vouchers | Create discount and free-trial codes. |
| Settings | Billing details, tax, statement messages, naming, reminders. |
Reporting
| Screen | Answers |
|---|
| Recurring Revenue | "What are we making every month?" |
| Cash Position | "What is overdue, and what is coming due?" |
| Sales Report | "What did we bill and collect in a period?" |
| Reports | Exportable lists of members or memberships with your own columns. |
The member record itself
Opening a member gives you tabs for Packages, Extra Inclusions, Transactions, Stripe Transactions and Payment Methods. Nearly everything you will do to one member happens on those five tabs.
