Features
Membri: the automated billing management system for associations
Membri, our solution, automates payments, credit notes and synchronization with various accounting software. You can also receive online payments seamlessly. Streamlined billing management for associations. See how Membri can transform an association’s administrative management.
Billing management for associations
Our Membri solution offers integrated billing management for associations, letting you centralize your daily invoicing and payment collection operations within one and the same platform. With our billing module, invoices can be generated automatically for a new membership, a renewal or an activity registration. Our system also lets you create miscellaneous invoices manually, centralizing all of your accounts receivable. Take advantage of all the tools in our association management platform to make paying and tracking your invoices easier. Membri is your partner of choice for efficient, simplified billing management for associations.
Review the steps to prepare for automated membership renewals.
Payment management / payment platform
Whether payments are made in cash, by cheque or by bank transfer, they can be recorded directly from the CRM. The system triggers various automations depending on the type of invoice, such as activating a member’s subscription and updating their status. The payment interface lets the person invoiced pay an invoice received by email online by credit card. We support the payment solutions PandaPay, Global Payments, Stripe, Paysafe and Moneris. Your merchant account will be configured on our platform so that the money goes directly into your account. When a payment is received online, it is automatically applied to the paid invoice in the member management software, triggering the same automated processes while eliminating manual entry of the payment received.
Credit note management
When an event registration is cancelled or a miscellaneous invoice is credited, Membri automatically generates a credit note in the system to speed up the process and avoid errors. Billing management made as simple as possible, with a clear overall view. The result: optimized administrative management.
Synchronization with several accounting systems
Although Membri lets you centralize many of your daily billing operations, the solution does not replace your accounting system. Our solution includes a synchronization tool that automatically syncs new customer accounts, invoices and payments received in order to eliminate duplicate entry. Our member management tool supports Acomba X, Acomba classique, Avantage, Sage 50, Sage 300, Sage Accounting and QuickBooks Online. We believe it is wiser to use accounting software dedicated to your bookkeeping and to have the two specialized systems, CRM and accounting software, work together for better billing management.
Other Membri features
Learn more about the other standard features Membri offers to meet your specific member management needs.