Find Members Who Missed Last Month’s Payment
Navigate to Membership Tab.
Select an appropriate date range ( 1st of April to 30 April if you are in May).
Select the membership status, Active or Overdue.
Click Download, to review the details.
⚠️Important:
This process needs an accurate Paid Up on the memberships.
Make sure:
Automated payments, such as GoCardless, were collected and timelines updated.
Non-automated payments, such as standing orders or cheques, are updated.
Find Cheque Payers Who Need Renewal Letters
Navigate to Membership Tab.
Select the Collection Method (such as cheque, that are not processed automatically).
Select the Start Month (it will be a future month).
Set Paid Up To with only an end date.
Select membership status Active.
Click Download, to review the details.
Find Members who need a membership Card
Navigate to Membership Tab (for members with members card about to expire).
Select membership status Active.
Set Start Month to the month the next card is due to start (e.g. July).
Click Download, to review the details.
📌Note: If you need a card for each member, rather than for each membership, perform the steps on the Members tab, rather than the Memberships tab.
Process a Member Paying Multiple Years in One Payment
Add the member as a constituent.
From the constituent’s timeline, add a Transaction for the total payment.
Add the Membership to the timeline.
Open the membership and:
Click Edit to update the Paid Up To Date (will reflect the number of years paid).
Go to the payments section, set Starting to On or After, and enter the next payment date.
Handle Honorary or Free Memberships
Set up a collection method for these memberships such as Not Charged.
When adding the free membership set:
The paid up to date to 31/12/2099.
The collection method Not Charged.
Add an End Date for Payments (e.g. today’s date) so no future expected payments are generated.
Handle Gift Memberships
Add the membership RPI to the payer’s constituent timeline.
Add the primary member (the recipient) as a constituent and link them as the primary member on the RPI.
Add any additional beneficiaries to the membership RPI if needed.
Store any personalised gift message in the Acknowledgement fields.
When creating membership lists:
Payer details come from the paying constituent.
Member details come from the primary member constituent.
⚠️Important:
Memberships is a Professional only feature. Essential subscribers, please contact us to find out more about upgrading.
Donorfy Academy
The Donorfy Academy features a learning course for Memberships - enrol here.