Add New Member in QBO: Difference between revisions
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(Created page with "* Select Sales > Members > New Member * Enter new member's information: ** First Name ** Last Name ** Display Name As (will automatically populate with first and last name, bu...") |
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** First Name | ** First Name | ||
** Last Name | ** Last Name | ||
** Display Name As | ** Display Name As [will automatically populate with first and last name, but if the person's PayPal information is different, add it here. For example: ''Seth Giles - (Etta Giles)''] | ||
** Email | ** Email | ||
*If the member is being sponsored: | |||
**Select ''Is sponsored member'' | |||
** Enter the parent member | |||
*Under ''Payment and Billing'' tab | *Under ''Payment and Billing'' tab | ||
** Terms = Delinquent on the 1st | ** Terms = Delinquent on the 1st | ||
Revision as of 00:02, 20 July 2017
- Select Sales > Members > New Member
- Enter new member's information:
- First Name
- Last Name
- Display Name As [will automatically populate with first and last name, but if the person's PayPal information is different, add it here. For example: Seth Giles - (Etta Giles)]
- If the member is being sponsored:
- Select Is sponsored member
- Enter the parent member
- Under Payment and Billing tab
- Terms = Delinquent on the 1st
- Save
Proceed to Add_New_Recurring_Payment_to_Member