Can someone give me information around the non profit module? I’ve looked at the manual but doesn’t give enough information.
- How can you request payment from members.
- Why is email ID required field, members may not have email.
- Can we send automatic expiry reminders? Payment reminders?
- When you mark membership paid it doesn’t go to any income accounts
- Can we link a customer to a membership?
How can you request payment from members.
This feature is not available in the NGO module. You can create transaction like Sales Order/Invoice, and create Payment Request against it.
Why is email ID required field, members may not have email.
It’s important so that member can be kept informed about various NGO campaigns.
Can we send automatic expiry reminders? Payment reminders?
If Sales Invoice is created, you can create a Subscription for it. Based on the frequency set, an email alert will be sent to the customer.
When you mark membership paid it doesn’t go to any income accounts.
For now, it doesn’t have any impact on the accounting. For that, you will have to create accounting transactions like Sales Invoice and Payment.
Can we link a customer to a membership?
There is no direct link. But for the accounting purposes, if it works for you, why not.
Thanks for the info @umair, I guess the section is at a very early stages and can’t be used to production. There are too many work arounds which is not suitable for an ERP system.