Membership Basics
Finding your way around Memberships
What each screen in the left-hand menu is for, so you know where to look.
Last updated September 2, 2026
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.