Membership

Membership

You may keep track of the Member's membership information using the Membership doctype.

Any organization that permits people to subscribe and frequently charges them a membership fee or "subscription" is referred to as having members.

1. How to Create a Membership

To create new Membership go to:

Non Profit > Membership > New

Member: The Member link field retrieves member information from the Member doctype.

Membership Status is a select field that has the following options: New, Current, Expired, Pending, and Cancelled. After the membership period expires, the Expired status will be updated automatically.

Membership Start Date, End Date, and Member Since Date are all included in the Membership Date Information section.

Payment Information: This section includes information on payments. If the member has paid for membership, the paid checkbox is checked; otherwise, it is left blank. Depending on the membership category, the amount is fetched.

2. Features

2.1 Generate Invoice

A button to create a sales invoice from the membership form will be visible if Allow Invoicing is enabled in the membership settings.

3. Membership Payments using RazorPay

You can set up a razorpay subscription for members to make recurring payments for their membership. Instructions for setting up Razorpay are available here.

Note: Version 13 and later are the only versions that support this feature.

The procedures outlined below can be used to set up a Razorpay membership subscription.

1. Setup RazorPay
2. Setup Billing details
3. Setup Plans
4. Import Existing Members
5. Setup RazorPay Webhook
6. Setup Website

3.1 Membership Settings

Here are the directions for setting up Razorpay. Under the Non Profit module's Membership Settings, you can set up billing.

You can view more setup choices by selecting Allow RazorPay For Memberships.

• Billing Period: The interval between billings is represented by this. Either monthly or yearly billing is an option.

• The total number of billing cycles that the customer should be charged for. For instance, this number should be 12 if a customer purchases a 1-year membership that will be invoiced on a monthly basis.

For invoicing, there are other settings available.

• Enable Invoicing: Ticking this box will allow you to use the Generate Invoice button to create membership invoices.

• If you have customized web forms set up, turning on this feature will cause a sales invoice to be generated immediately once payment has been authorized.

• Make Payment Entry: Web forms used to create Sales Invoices from Membership automatically make Payment Entry.

You can set up the Company and Debit Account for your invoicing by selecting Enable Invoicing. You can set up the Payment Account by checking the Make Payment Entry box.

• Send Membership Acknowledgement: If this is enabled, after the invoice has been generated, you will have the option to send the member a membership acknowledgment.

• Email Template: This is where you may set and customize the acknowledgment email template.

Send Invoice with Email can be enabled to send the invoice along with the membership if Send Membership Acknowledgement is set. Also, you may set up unique print settings for invoices and memberships here.

3.2 Setting Up Plans

Your RazorPay plan is matched to your Membership Type. Membership Plans are discussed in more detail here.

You will notice a Plan ID field once Razorpay subscription options have been activated. Here is where you may add the Razorpay plan id.

Note: You have to add all your active plans and legacy plans for seamless billing.

3.3 Importing Members

If you already have members you can import them using the Data Import Tool. Here is a similar video instruction.

The members must import the following fields.

1. Member Name: Complete member name

2. Membership Type: The name of the plan to which they are a member

3. Email: The Razorpay transactional email address

4. Subscription ID: RazorPay's Subscription ID

5. Customer ID: RazorPay supplied Subscription ID

6. Member PAN: Choosing to do this

Recall that only members whose information is present in the Member list will have their RazorPay subscriptions recorded.

In ERPNext, a member will appear as seen here.

3.4 Setting up webhook

Under the settings section of the RazorPay dashboard, you can configure a webhook. Further information regarding webhooks in RazorPay may be found here. If a new subscription is created or an existing one is renewed, this webhook will alert your ERPNext site.

The following information is required to configure the webhook.

3.4.1 Webhook URL

The web address for your ERPNext site is as follows. This is the API that RazorPay will use to send notifications for any activity involving subscriptions.

3.4.2 Events

Both subscription.activated and subscription.charged events must be enabled.

3.4.3 Active

To enable the webhook, check this box.

Your webhook is triggered as a result.

3.5 Triggering new subscription from your website

You can set up payment on your website using the RazorPay client side connection. To do this, you must first create a subscription order with RazorPay so that you may use it to initiate a payment.

The create member subscription order endpoint in ERPNext can be used to create a subscription order.

A POST request can be made at the following endpoint.

A dictionary with member details is the type of argument to be supplied.

A member and customer will be established automatically after a successful creation. The following JSON will be returned by the endpoint.