Accounting Ideas

Make it possible to manage memberships and subscriptions

For trade associations, etc., it would be handy to record your members as customers in Sage, sort of how they do it in Xero, but allow for a few custom fields to help you collect data and export your roster for your records or affiliates. Best of all you could automate the sending out of renewal invoices and update each person's membership status as the payments come in.

  • Guest
  • May 11 2022
  • One For The Future
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