Memberships

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Gestan allows you to manage memberships (to an association, a club, any type of group).

In a broader sense, this also allows you to manage subscriptions to a magazine or service.

The management mode 1 for memberships is configured via the general settings screen. There are three possible management modes:

• management without cash tracking mode: in this mode, any registered membership is considered to have been collected. The “Cashed” checkbox does not appear. This is a management method suitable for entities that do not manage their accounting with Gestan.
• management with cash tracking mode: in this mode, a registered membership is not considered cashed in by default. A “Cashed” checkbox will be visible, which will allow you to note whether it has been cashed or not. This mode is suitable for entities which do not manage their accounting with Gestan, but who wish to differentiate collected memberships from non-collected memberships.
• management with accounting mode: In this mode, it is possible to collect the amounts corresponding to memberships, and automatically record the cash flow.

A configurable label 2, here “Hardware ID” can be noted on the membership, depending on the application settings. It is also possible to use an additional configurable combo 3, here “License type”

You can declare as many categories 4 of memberships, if there are any (single member, honorary member, benefactor member, etc.) as you wish.

In the user options management screen, remember to activate the “Membership” menu for all users concerned.

The list screen presents the list of contacts, with, for each contact, the status of their current membership.

Below, a second list presents all the memberships of the selected contact.

The Receipt button allows you to edit tax receipts for selected memberships. The receipt number is the membership number, except in the case of “management with accounting”, where it is the accounting entry number.

The Cash receipts button allows, in the case of management in management with accounting mode, to enter membership receipts.

The membership form allows you to specify the validity period. The end date is entered as soon as the start date is entered, taking into account the default duration entered in the general settings.

Other “Contracts” articles