Member

Member

You may keep track of the Member information for a Membership using the Member doctype.

Members are merely contacts with one or more memberships in your ERPNext database. A membership is applied to the contact, which could be an individual, a household, an organization, or another contact sub-type.

Go here: to create a new Member.

Home > Non Profit > Member > New

1. How to Create a Member

Email Address: Here is where you can record the member's email address. When mailing membership acknowledgements, this will be used.

Choose the appropriate membership category here.

Membership Expiry Date: This field retrieves the member's associated Membership record's information regarding the end date of their membership.

2. Features

2.1 Member linking with Customer or Supplier

You have the option with ERPNext to connect your members with clients, suppliers, or both.

Customer: You might want to create invoices and keep track of receivables for your NGO's members if they are contributing membership dues and donations. You can do this by connecting a member's record to a customer record.

Supplier: When members provide the Organization with goods and services in one way or another, they may also be considered suppliers. Create purchase invoices and keep payables for them, if necessary. You can do this by connecting a member to a supplier record.

Address and Contact Section: In this section, you can link already-existing addresses and contacts for the user or create new ones.

2.2 Razorpay Details

The details of the subscription will be displayed in the Razorpay Details section if Enable RazorPay For Memberships has been enabled in the Membership Settings.