Configuring Membership Revenue Types

Prerequisites for Membership Revenue Types

Membership revenue types are groupings of revenue types and must be set up prior to Configuring Membership Revenue Groups. Membership revenue types map to property-level profile type revenue buckets.

Adding Membership Revenue Types

1. From the Administration menu, select Client Relations, then Membership Management, then select Revenue Types.

2. Click New and enter the following details:

   1. Code: Enter the membership revenue type code.

   2. Description: Enter the description for the revenue type.

   3. Label: Enter the label for the revenue type.

   4. Revenue Bucket Code: Select the profile revenue bucket code to associate with the above revenue type. 

   5. Sequence: Enter a number that controls the position of this code in listings. Codes without a sequence number assigned are listed in alphabetical order following codes with a sequence assigned.

3. Click Save.

Editing Membership Revenue Types

1. From the Administration menu, select Client Relations, then Membership Management, then select Revenue Types.

2. Enter search criteria, click Search.

3. Select the revenue type in the search result, then click the vertical ellipsis Actions menu and select Edit.

4. Update the details.

5. Click Save.

Deleting Membership Revenue Types

1. From the Administration menu, select Client Relations, then Membership Management, then select Revenue Types.

2. Enter search criteria, click Search.

3. Select the revenue type in the search result, then click the vertical ellipsis Actions menu and select Delete.

4. Click Delete to confirm.