Membership dues are handled in Aptify by placing an order for a Dues dues product. A Dues dues product is a type of Subscription subscription product that is associated with a specific Member Type. Ordering a Dues dues product automatically creates a membership subscription. You can create membership due order either manually from the Orders service or by using the Membership Enrollment wizard, which can be launched from the Membership User's main dashboard or from the default global Customer Management dashboard. The Wizard wizard also provides the ability to create new records for both companies and persons who do not already exist in the system prior to membership enrollment.
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The Subscriptions record is listed on the Subscriptions tab of the Orders form after the order ships. It also appears on the Persons record's Subscriptions Tab. |
Choose one of the following methods to create Membership Dues orders:
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