Parameters
The Settings page contains a single entity called SINGLE ENTITY - DO NOT DELETE.
Each tab of this entity has boxes and fields that allow you to change the behavior of your environment.
danger
As its name suggests, do not delete it since it contains practically all the fields that allow you to define how your version of Membri 365 behaves.
It is therefore possible to make changes to your own environment (if you have access permissions).
Before making a change to this entity, make sure you fully understand the repercussions of such a change by consulting the various tables that follow. You will find all the fields of this entity accompanied by a description.
caution
If you are still unsure of the consequences of a change, do not hesitate to communicate with our support team at the following address: support@vendere.ca
Here are the different tabs that this entity groups together:
- Information
- API, Ticketing and Online Payment
- Billing and accounting
- Accounting parameters
- Billing emails
- Renewal emails
- Ticket emails
- Miscellaneous emails
- Membri authentication
Information
Room information
| Fields | Description |
|---|---|
| Organization Name | Name of organization to be put in emails |
| Organization Address | Organization address to be put in emails |
| Organization Phone | Phone of the organization that will be put in the emails |
| Organization Fax | Fax of the organization that will be put in the emails |
| Organization Email Adresse | Email of the organization that will be put in the emails |
| Organization Website | Organization website to be included in emails |
| Organization LinkedIn Profile | |
| Organization's Facebook profile | |
| Organization's Instagram page | |
| Organization's Twitter profile | |
| YouTube | The organization's YouTube channel |
| Logo URL | Organization Logo URL |
| Determiner between the member and his organization | Field used by the ticketing to indicate which words are found between the word Member and the Name of the organization |
Email Settings
| Fields | Description |
|---|---|
| Language | System Default Language |
| Organization Signature | Signature of the organization put in the emails |
| Email Thank-You Note | Organization thank you note put in emails |
| Email Queue | The mailbox used to send emails from Membri365 |
| Email Queue - Invoices and Receipts - Memberships | The mailbox used to send invoices and receipts related to the membership subscription |
| Email Queue - Invoices and Receipts - Events | The mailbox used to send invoices and receipts related to events |
| Email Queue - Invoices and Receipts - Sales | The mailbox that is used to send invoices and receipts |
| Email Queue - Renewal notice | The mailbox used to send renewal notices |
| Email Queue - Ticketing | The mailbox used to send emails related to the integrated ticketing |
| Send Account Statements Automatically | Automatically send account statements to members |
| Delay between emails for automatic renewals emails | Allows you to set a number of days of delay between email reminders if an email has been sent manually. The default is 3 days. |
Synchronization
caution
This feature is in development. It will be added to a future version of Membri 365
| Fields | Description |
|---|---|
| Enable Renewals | Whether your organization sends renewal notices |
| Minimum date and minimum time | This field lets you specify a date and time from when to send renewal notices. |
Member Settings
| Fields | Description |
|---|---|
| Next member number | Indicates the next member number, it will be automatically updated with the membership of an account. Default value: last member number imported + 1 |
| New business discount valid for (Years) | It is possible in subscription option sets to specify a discounted price for new businesses. The system will automatically detect with the Founding date field on the account and this parameter if the company is eligible. Default: 1. Lightly used, see Annual Price for New Business subscription option packages. |
| Send renewal X days before expiration | Indicates the number of days before the end of a subscription for which the renewal handler must create the renewal. Default value: 30. Validate with the organization when setting up the system. |
| Send Renewal invoice X days before expiration | Indicates the number of days before the end of a subscription for which the renewal invoice must be sent. Used in case the renewal notice is sent ahead of time and invoices should not be sent directly for approval. Example: the renewal handler sends the renewal notice 30 days before the end of a member's subscription. If this parameter is 15 for example, the renewal approval will not send the invoice immediately to the member, it will be necessary to wait until the end date is in 15 days. Default value: 15. Little used, it is used for accounting purposes (send notices before the end of the financial year, but wait until after the end of the financial year to send the invoices). |
| Reset Member since when registering | Used to indicate, when joining an existing account, whether the member since field retains the previous value or whether it is reset. |
| Delay member deactivation for X days | Specifies the number of days for the grace period. The grace period allows a member to retain their membership benefits after their dues expire when they are late in paying their renewal bill. At the end of its subscription, the renewal handler automatically sets a deactivation date equal to the end date plus the number of days indicated by this parameter (Delayed deactivation and Deactivated on fields on the account). On this date, the renewal handler takes care of making the account non-member if it has still not paid for its renewal. Default: 0. Validate with organization if grace period should be enabled |
| Default Newsletter | Indicates whether new contacts should have the Newsletter field set to Yes by default. The newsletter is used for synchronization with MailChimp (separate solution to install). When the newsletter field is Yes on the contact, the email is mandatory. Default value: No |
| Fixed Date Membership Renewal | Indicates whether new memberships are on a fixed date. If the field is Yes, when a new membership is made, the Predetermine the end date field is automatically set to Yes and the date is determined by the next 3 fields (see the membership process). Default value: No |
| Fixed date: day | The Day for Fixed Date Memberships |
| Fixed date: month | The Month for Fixed Date Memberships |
| Minimum length (days) | The minimum length of a subscription. This allows you to indicate for memberships with a fixed date whether we take the current year or the next year (Fixed date of membership – Today > Minimum length = this year, otherwise we take 1 year later) |
| Default Value for Membership Pro-Rating | Allows you to specify a default value for the Type of pro rata adjustment field found on the Create Membership form. If this field is blank, members of your organization will need to select an adjustment type each time they join. |
| Partial payment starts the contribution | Allows you to indicate that contributions become active from the moment a payment is made on the membership or renewal invoice rather than when the invoice is paid in full. Default value: No |
| Allow Child Accounts | Indicates which accounts can have child accounts. Child accounts have a link to a parent account. The child account cannot have dues, but it inherits its parent's membership status. Default value: No |
| Membership starts on the first | Indicates that contributions always start on the first of the month. So if a member pays his bill in the middle of the month, the system will always show a subscription from the first of this month, to the last day of the month preceding the following year. Default value: No |
| Use text field for city | If this parameter is activated, it will be possible to enter the name of the city in a free text field rather than having to use the search field. |
| Apply member status to all contacts | Specifies that the system does not use delegates, but that all contacts in a company inherit account member status. Note that this does not block delegates in subscription option sets, but they should not be enabled. Default value: No |
Event settings
| Fields | Description |
|---|---|
| Default Event Conditions | Text for default event conditions. In the events, it is possible to indicate the conditions of purchase which will be displayed on the ticket office. Rather than having to write it each time, it is possible to specify a default condition and apply it to the event. Default value: Null |
| CSV Delimiter | Is used to generate the report of attendees in events. The report is a CSV list and uses this field to indicate the delimiter. Default value: “:” if the organization is English speaking “; » if the organization is French-speaking |
API, Ticketing and Online Payment
API
API URL - API route.
Default value:
| Types | URL |
|---|---|
| production | https://cdcapi.azurewebsites.net/v1_01/ |
| QA | https://cdcapiqa.azurewebsites.net/v1_01/ |
| Dev | https://cdcapidev.azurewebsites.net/v1_01/ |
Organization Id - Organization GUID in SQL database.
Default value: value in the DB (different for each organization)
Send change summary emails - Allows you to specify a URL to send account and contact change summaries to via the API. A protected route is available to update accounts and contacts. When called, a summary of the changes is made and sent to this address. Default value: null
Online Payments
| Fields | Description |
|---|---|
| Accept Payments Online | Indicates whether online payments are accepted. To be valid with the system, the payment information must be in the database (table [CDC].PaymentSecret). Default value: Yes |
| Payment Form URL | URL for the online payment platform. Default value Prod: https://pay.locali-t.com/payment/ QA: https://payqa.locali-t.com/payment/ Dev: https://paydev.locali-t.com/payment / |
| Payment limit amount | Allows you to specify a payment limit on the online payment platform. If the amount of an invoice is higher than this field, the platform will not let the customer pay. Default value: Null |
Ticketing
| Fields | Description |
|---|---|
| Use the Locali-T ticket office | Indicates whether the Locali-T ticket office will be used by the system |
| Ticketing URL | Specifies the URL to use for ticketing. If Membri, it should contain {0} and {1} to dynamically indicate Event ID and Organization ID. |
| Service charge ($) | Indicates the fixed service fees to be added on the online ticketing as indicated in the contract. Default value: $1 |
| Service charge (%) | Indicates the variable service fee to be added on the online ticketing as indicated in the contract. Default value: 0$ |
| Refundable ticketing fees | Indicates whether the ticketing fee is refundable when a registration is cancelled. Default: No |
| Using an auto account for ticketing | Whether the ticket office should use a default account for non-member ticket purchases. If so, you will need to indicate the account (see Account for ticketing). Otherwise, the registrations and invoices of non-members on the ticket office will not have an account and will have to be validated by the organization. Default value: Yes |
| Ticketing account | Indicates the account to be set by default for registrations of non-members via the ticket office. Default value: Non-Member Ticketing (create a new account with the organization's details) |
| Hide contact selection in ticket office | Specifies to hide the contact selection in the online ticketing. By default, the ticket office asks for an account as well as a contact member of the account. In cases where the organization allows anyone from a member company to purchase tickets at the member price, they will often want to hide the selection from the contact. Default value: No |
| Ticketing with JWT | Process to add ticketing security. The option allows you to indicate that to enter the ticket office, you need a security token obtained with the Membri API. Default value: No |
| JWT Redirect URL | With the previous option, allows you to indicate where to redirect the member if he is not authenticated with the token. |
Billing and accounting
Invoice settings
| Fields | Description |
|---|---|
| Next invoice number | Indicates the next invoice number that will be generated on by Membri. Default value: 1000 (will be incremented automatically by the system when each invoice is created) |
| Always use invoice number | Tells the system to send invoices by email with the Membri invoice number rather than that of the accounting system in case synchronization is activated. Default value: No |
| Currencies | System default currency. Default value: CAD |
| Send Default Bill Credits | Indicates whether the system emails credit notes generated by canceling an invoice. The system automatically sends all generated invoices and credit notes, but this option allows you to block the sending of credit notes. Default value: Yes |
| Default Tax Group | Value of the default tax group for the system. Default value: Quebec taxes (entity to create) |
| Send a receipt with each payment | Allows you to indicate that the system sends a receipt for each payment of an invoice, even a partial payment. Default value: No |
Credit
This section defines default values for membership credits that can be included in a membership package.
| Fields | Description |
|---|---|
| Ledger Number for Membership Credit | Indicates the ledger number for membership credits for synchronization with the accounting system. |
| Ledger Number for Expired Membership Credit | Indicates the ledger number for expired membership credits for synchronization with the accounting system. |
| Membership Credit Validity Period (Months) | Specifies the default number of months for which membership credits are valid. |
| Accounting Configuration for Membership Credits | It is possible to apply the credits as discounts or as an accounting entry. |
| Accounting Configuration for Manual Membership Credits | It is possible to apply the credits as discounts or as an accounting entry. |
RPA
| Fields | Description |
|---|---|
| Enabling RPA | Allows you to activate income received in advance. When a contribution is paid, the payment is divided by the number of months that the contribution lasts (12 for 1 year for example). Revenues are then balanced in the accounting system. Default value: No |
| GL Code RPA | Indicates the GL code for deferred revenue. |
| RPA at the end of the month | Indicates whether the balance is done at the end of the month. |
| RPA monthly date | Indicates the date on which the balance is made. |
Accounting
| Fields | Description |
|---|---|
| Synchronize with accounting system | Allows you to indicate whether invoices generated by Membri are synchronized with an accounting system. This changes the behavior of invoices so that they are transferred to the accounting system before being sent to the customer by email. This allows the invoices to have the correct number, i.e. that of the accounting system (unless the option Always use the invoice number is activated). Default value: Yes |
| New account default for sync | Specifies whether accounts are set to New Account for Sync to Yes by default on creation. This field indicates that the account is not in the accounting system and must be created. Normally, the organization must manually indicate whether the account should be created to avoid the creation of duplicates. Default value: No |
| Account dialing options | Option to number accounts in accounting systems. At synchronization, the system will create customer accounts if the New account for synchronization field in the account is Yes. He will use this field to evaluate how to number them in the accounting system if it uses a number. Default value: Manual |
| Synchronize notices of assessment when paid | This parameter indicates when the notices related to the contribution are transferred to the accounting system. If this field indicates No, notices of assessment are transferred at the time of their creation/sending and considered as invoices awaiting payment. If this field indicates Yes, the notices are only considered invoices at the time of a payment. Invoices are then created and transferred to the accounting system. |
| Assessment Notice Cancellation Behavior | This field specifies the following field Invoice cancellation behavior by allowing the system to have a different behavior for invoices related to the membership. It is also linked to the previous field. If this field indicates Always credit, and the previous field indicates No, when canceling an assessment notice, the system creates a credit note that it applies to the synchronized invoice in the accounting system. If the preceding field indicates Yes and this field indicates Cancel when possible, the notices of assessment are not transferred to the accounting system until they are paid. When canceling a notice awaiting payment, the system simply cancels the notice. |
| Invoice Cancellation Behavior | Allows you to indicate whether the system should change the status of the invoice to Cancelled or always make a credit note to balance. If the field says Cancel when possible, invoices will be canceled if they are not paid. Please note that for this to be possible, they must not have been transferred to the accounting system and be in the current month. Default value: Always credit |
| Proceeds for ticketing fees | Shows the accounting revenue for ticketing fees. The product must be of type Other and include the GL code and/or the related product in the accounting system. |
Accounting settings
Type of accounting system
In this tab, you can choose the accounting system with which you want Membri365 to synchronize.
caution
This section of our documentation is under development.
Acomba X
| Fields | Description |
|---|---|
| Username | |
| Password | |
| Company | |
| Port number | |
| Host | |
| Payment term number | |
| Automatic project number | |
| Default category | |
| Development key | |
| Tax Validation | |
| Activity Delimiter | |
| Automatic synchronization |
Advantages
| Fields | Description |
|---|---|
| Username | |
| Password | |
| IP address | |
| Harbor | |
| Company number |
Quickbooks
| Fields | Description |
|---|---|
| Customer ID | |
| Customer Privacy | |
| Application environment | |
| URL | |
| Redirect URL | |
| Deposit account | |
| Automatic document number | |
| Current date on transfer |
Wise 50
| Fields | Description |
|---|---|
| Username | |
| Password | |
| App name | |
| App code | |
| App version | |
| Invoice date only in the current month | |
| Date format (ex:dd-MM-yyy) | |
| Multi-user mode | |
| Automatic synchronization | |
| Sage 50 Payment Transfer | |
| Method of payment of the invoice (En) | |
| Method of payment of the invoice (En) |
Sage Accounting
| Fields | Description |
|---|---|
| Customer ID | |
| Customer privacy | |
| URL | |
| Authorization URL | |
| Token URL | |
| Redirect URL | |
| Deposit account |
Payment Methods
| Fields | Description |
|---|---|
| Adjustment | |
| Amex | |
| Check | |
| Cash | |
| Debit | |
| Global Payment | |
| Mastercard | |
| PayPal | |
| paysafe | |
| Striped | |
| Bank transfer | |
| Visa |
Billing Emails
info
Visit the Email templates page to learn more about the different email templates. Email templates are all customizable.
Invoice Email Templates
| Fields | Description |
|---|---|
| Standard Invoice Template | This field allows you to choose an email template that will be used by default for sending invoices. Only the standard invoice template is mandatory. |
| Membership Invoice Template | This field allows you to choose an email template that will be used by default for sending invoices. |
| Renewal Invoice Template | This field allows you to choose an email template that will be used to send renewal invoices. |
| Manual Invoice Template | This field allows you to choose an email template that will be used for sending manual invoices. |
| Contract Invoice Template | This field allows you to choose an email template that will be used to send contract invoices. |
| Annual Partner Invoice Template | This field allows you to choose an email template that will be used for sending annual partner invoices. |
| Registration Invoice Template | This field allows you to choose an email template that will be used for sending registration invoices. |
| Event Partner Invoice Template | This field allows you to choose an email template that will be used for sending event partner invoices. |
Receipt Email Templates
This box allows you to activate and deactivate the sending of receipts in your environment. Here you can also select different receipt templates related to the various Membri 365 processes.
| Fields | Description |
|---|---|
| Enable Receipts | Determines whether the system sends receipts. |
| Standard Receipt Template | This field allows you to choose an email template that will be used by default for sending receipts. Only the standard receipt template is required if receipt sending is enabled. |
| Membership Receipt Template | This field allows you to choose a template that will be used only for membership receipts. |
| Renewal Receipt Template | This field allows you to choose a template that will be used only for renewal receipts. |
Renewal emails
info
Visit the Email templates page to learn more about the different email templates. Email templates are all customizable.
This tab allows you to choose the email template that the system will use as a renewal notice if you decide to send notices.
Ticketing emails
info
Visit the Email templates page to learn more about the different email templates. Email templates are all customizable.
| Fields | Description |
|---|---|
| Box office confirmation template | This field allows you to choose an email template that will only be used as a ticketing purchase confirmation email. |
| Use physical tickets | Allows you to enable the creation of QR codes to be scanned. These will be attached to the registration confirmation email in PDF format. |
| Registration Reminders Template | This field allows you to choose an email template that will be used only for registration reminders. |
Miscellaneous emails
info
Visit the Email templates page to learn more about the different email templates. Email templates are all customizable.
This tab allows you to choose the email template that the system will use as account status if you decide to [activate their sending](/ configuration/parameters.md#information).
Member Authentication
This tab allows you to activate a member area for which each member will have a username and password from your CRM.
caution
Please contact our support team to learn more about this feature.
note
Still unsure? Contact us - support@vendere.ca