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21/09/2024 10:25 am
In this scenario, you are running a trip* for your membership and want to record which members have registered and then track payments made.
*This solution can also be applied to any one-off activities or events that your organisation wants to run.
In Membership Management:
- Create a “One-Time” (non-renewing) membership to represent the trip - enter the fee (or set as a ‘custom fee’ if the price varies per member).
- Assign (or mass-assign) the trip membership to each of your member(s) when they sign up - this will allow you to track registration and creates balances against the member.
- When the members make their payments, record the Receipts against the member and membership billing line.
At any time, you can use the Member > Billing Schedules view to filter the trip membership and show all registered (assigned) members and outstanding balances. You can also see this in the in the Member Invoices, Statements.... page.
Other considerations:
You may also want to create a trip “Event” in the financial system so that you can record all related income (eg. fees) and expenditure (eg. travel costs) and then report overall surplus/deficit for the trip.
- Tip: You can also define accounting rules in the membership record above so that all Receipts booked against it will automatically record against the Event. Open the membership record and click the Accounting tab.