The Goal: Add a new membership in a Pending Approval state so it stays inactive until the related invoice is paid, rather than activating immediately.
Before You Begin:
- You need staff permission to add and edit memberships from the back office.
- Review Add a Membership first — the steps below extend that workflow.
By default, when you add a member from the back office, the membership will be immediately activated. At times you may wish to wait until the invoice is paid prior to activating the membership. This can be achieved by setting the initial membership status to Pending Approval when adding the membership.
Step-by-Step Instructions
- Follow the instructions described in Add a Membership.
- Select the Advanced Options check box.
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Choose Pending Approval from the Initial Membership Status list.
Common Pitfalls
- Forgetting to follow up on payment: A Pending Approval membership will not activate on its own. Once payment is received, approve the application from Submitted Applications under the Memberships rail — see View & Manage Applications Pending Approval.