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Create Member Types and Set Billing Codes
Create Member Types and Set Billing Codes
Scott Smith avatar
Written by Scott Smith
Updated over a week ago

Note: This article is for use by Billing Administrators or those club members that handle billing and invoices. You can create different member types and assign billing codes to member types for current and new member invoices.

 1. Click the Admin button on the navigation menu on the left. 

2. Locate Member Dues & Invoicing under the Financial heading and select it.

3. Click the red Settings icon and select the Configure option from the list.

4. On the Billing Configuration page, locate Member types then click the Configure button. A new screen will appear. 

Note: This section is used to relate billing codes to member types. They are related in two ways - one for the generation of dues invoices in the Bulk Invoicing area, and the other for the creation of invoices when new members are added.

Manage Member Type Codes

1. Click the dropdown button in Member type to view the billing codes assign to it.

2. Click manage member types link to add add/edit a member type

3. Click Assign billing code to add new billing code/s for the selected member type.
4. Click the pencil icon to edit/update the selected billing code.
5. Click the trash icon to delete the selected billing code.
6. Click Return to configuration button to go back to the Configuration page.

Manage Member Types

1. Click the manage member types link.

2. To add a new member type, click the red Admin icon and select Add member type

3. Type the name and click the Save button.

4. You can click the three dots icon and see the options:

Click the Edit icon to edit /update the name of the selected member type.

5. Click the Power button to activate/deactivate the selected member type.
6. Click the Trash icon to delete the selected member type.
7. Click Return to configuration button to go back to the Configuration page.

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