Creating a new account (Membership)

How to Create a Membership Account

This is an internal account type to help manage specialised memberships such as CITB. For these organisations, the invoices are split across two or more entities or individuals.

  • This guide assumes you have completed a search for an existing account. If this is not the case please search for the account (URL Link) first

 

Go to Accounts

 

Click on “New”

Select record type – Membership Organisation

 

Click on “Next”

Data capture

  • Account Name: Refer to Naming Convention (URL Link)
  • Parent Account: If unsure leave field empty
  • Create Reconciliation Cases: Tick the “Create Reconciliation Cases”  box  if you need to have spilt billing between multiple entities (e.g. CITB)
  • Shipping Address: Leave blank unless shipping is different to billing
  • Other Fields: Fill in all other fields to the extent possible
  • Note: Red * is a required field

Create record

 

Once you have verified you are satisfied with the data entered, press “Save”

Follow-on steps

Special pricing creation guide (URL Link)

Add products to special pricing (URL Link)