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How do I build/manage memberships for a corporate account where the employee accounts should have scheduled payments , but the corp is paying?

How do I build/manage memberships for a corporate account where the employee accounts should have scheduled payments , but the corp is paying?

  1. Create a Membership Type for employees of the corporation.
  2. You will need to add the Corporation as a member and enter billing information for them via find user edit billing. Make sure that the Preferred EFT Preference for Memberships is set to = Primary Credit card or whichever the Corp has desiginated as the prefreered type
  3. Then add the member
  4. Go to the Members Billing page and select Responsible Party and make sure to select the Corporation as the Responsible Party also make sure that you click UPDATE
  5. Purchase the Membership for the employee member

If creating an EFT Batch the members will populate under their own name with the Billing Preference being used of the corporation

To Invoice the corporation;
View Memberships - enter last name starts with
From Membership Actions click on Invoice
From the membership section; Membership Invoice
Click Edit in the actions column
Check the box Included in Paper Batch
Click Save in the Edit column
Click Generate Invoices for Printing
Click OK
A PDF with generate that you can Print and send to the corporation
Or you can also check off Included in the Batch for Email Invoice
save
Then click Generate and email Invoices (this will only work if the member's email address is set to the Corporations email.)

 

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