Membership

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13 articles in this collection
Written by James Webster, James Scholes, Joe Jeffries and 1 other

Membership terminology

The language we use in Sheep to describe membership

Written by James Webster
Updated over a week ago

Add new membership type (plan)

Written by James Webster
Updated over a week ago

Adding a new membership

Written by James Webster
Updated over a week ago

Membership lifecycle events

New memberships, renewals, lapsing and cancellations. How these events are tracked in Sheep

Written by James Webster
Updated over a week ago

The Membership Directory

What's the difference between the Contact Directory and the Member Directory?

Written by James Scholes
Updated over a week ago

Membership Numbering

Written by James Webster
Updated over a week ago

Advanced Membership Plans

Additional settings available to Sheep App users

Written by James Scholes
Updated over a week ago

Deleting membership

Written by James Webster
Updated over a week ago

Payments

Setting up Invoices

Invoices can be customised in settings to show your organisation's brand and additional information to help your users pay invoices.

Written by Sam Wilkins
Updated over a week ago

Managing Invoices

Once set up, invoices will be automatically generated for customers. In some circumstances you may need to make changes or re-issue them.

Written by Sam Wilkins
Updated over a week ago

Payment Plans

Written by James Webster
Updated over a week ago

Track payments for membership

Written by James Webster
Updated over a week ago

GoCardless - Automated Payments

Explains the automated steps of direct debit mandate activation and payment collection with GoCardless

Written by Joe Jeffries
Updated over a week ago