Assign Existing Members to a Membership Level/Record Offline Payments
When you’re getting your group set up on memberplanet, you may have members who are already in your database (because they were 2018-2019 members or family of members) who have already made their membership payments for 2019-2020. You may also have others who will purchase membership for 2018-2020 and prefer to make cash or check payments for their membership. You can record offline payments for your members and assign them to membership levels.
To record an offline transaction while assigning a level (whichwill show in payment reports)
Click Membership on the left navigation bar
Under the Additional Membership Tools select Record a Membership Payment
Select a membership level that the member(s) will be assigned to (your selection will automatically populate the amount)
Choose a payment method
Enter the payment date (MM/DD/YYYY) and the paid through date (07/01/2020)
Add a memo (optional)
Choose the member(s) that will be assigned to this level that you want to record the offline payment for, or click All Members for it to be assigned to everyone
