Managing memberships is a core function for many organizations, whether you are running a gym, professional association, community club, or any business that provides subscription-based access to services. Keeping track of who is given access when renewals are due, and what each person can claim, becomes difficult when they do not have the proper tools with which to do it. For instance, with the help of Odoo-powered integrated Membership Management functionalities, all member lifecycle tasks can be completed with excellent efficiency and ease. In this blog, we’ll explore how to purchase a membership in Odoo 18. You’ll learn how to create membership items, manage member profiles, and complete the purchase process in detail.
Configuration of a Membership Product
To configure a new membership product in the Members module, navigate to the Configuration > Membership Products and click on the New button as shown below:
Then add Product Name as Annual Membership, and include an Internal Reference. You can also add a Membership Duration and a Membership Fee, then click on the save button.
In the Membership Products dashboard, you can see the newly created Membership Products.
Convert a Customer to a Member
Go to the Members option, click on the search bar, select Customers under the filter option, and select a particular customer from the dashboard as shown below:
Here, the customer's details will appear on the screen. Under the Membership tab, select Buy Membership as shown below:
A new pop-up window will appear, where you can add the created Membership Product name and click on Invoice Membership as shown below:
Then click on the newly created Membership Invoices in the dashboard.
You can view the invoice details of the customer. Check the details and click on the Confirm button as shown below:
Now you can see the Customer Invoice as posted, and then click on the Pay button as shown below:
A new pop-up window will appear, showing details of the payment method. Verify it and click on the Create Payment as shown below:
Here, the payment procedure is shown as 'Paid' and thus, the process is completed.
Select Members from the filter, and there you can see the customer who turns out to be a paid member.
Create a New Member with Paid Membership
To create a new member in the members module, click on the New button as shown below:
Then give a name for the Individual and also fill in the following details as shown below:
In the Membership tab, select Buy Membership as shown below:
Here you can add the configured Membership Product name and click on Invoice Membership as shown below:
Then click on the newly created Membership Invoice from the dashboard as shown below:
Then, verify the invoice details and click on the Confirm button as shown below:
The invoice is changed from Draft to Posted, and then click the Pay button to initiate the payment procedure.
A new pop-up window appeared on the screen, showing the payment details. Click the Create Payment button to continue with the payment process.
Now you can see that the invoice is in the 'In Payment' stage.
Here, you can see the newly created member as a paid member.
Conclusion
To purchase a membership in the Odoo 18 Members module, you must select a specific membership product, assign it to a contact or partner, and complete the transaction verification. Based on the membership dates, the system automatically adjusts the member’s status and duration after confirmation.
To read more about What are the Differences Between Community & Enterprise in Odoo 18 Members, refer to our blog What are the Differences Between Community & Enterprise in Odoo 18 Members.