Settings
Membership Types
The
Memberships in MX need to be aligned with XERO product codes before the first membership invoice is raised.
In XERO ..
- Set up your membership sales products (if you haven’t already).
In MX ..
- Navigate to XERO and sign into your XERO account.
- In the Products tab click Refresh XERO product list to update the drop-down list of available sales products from XERO.
- Assign a XERO product code to each Membership type (note how the product Tax Type flows through from XERO)
- Each membership type should be preassigned a default Subs (excluding GST) and a default Term (the duration of membership). These can be over-written on a per-member basis to accommodate individual adjustments, such as pro-rata memberships and individual discounts.