You can sell memberships from the office by adding them to invoices and estimates. You can also sell them without booking a job from a customer record.
Things to know
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Memberships are created from membership types. Make sure you set up membership types for all the memberships you offer. For more, see Create membership types.
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Membership sale tasks are pricebook service items used to sell memberships. Adding a sale task to an invoice activates the membership.
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Adding a membership sale task to an invoice creates an entry in the audit trail. This helps you keep track of added tasks and recurring service recalculations.
Learn more by watching the video below:
Additional resources can be found here.
