New Membership

Enroll an organization or individual. Most memberships are purchased by a company — the invoice goes to the org and individuals are added as covered members on the detail page.

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Membership

Auto-updates based on invoice + payment unless ACTIVE.

Invoice

Set a due date and optional notes. Choose an action below — you can create the membership without an invoice, draft an invoice for later, or create + send the invoice with a Stripe payment link right now.

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