Frequently Asked Questions

Adding New Basic Membership

New Basic Membership: The specific amount of discount that has been set will be applied to the total amount of products or services in the invoice/bill. This is the master setup for the New Basic Membership and to get the benefits applicable, the New Basic Membership needs to be sold first.  


Note: Once a "New Basic Membership" is created, the setup master field cannot be edited.

Click here to goto New Basic Membership Master Setup or

Login to your Invoay Back Office>>Master>>Membership Master>>New Basic Membership



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“New Basic membership”
click here

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New Basic Membership Setup Page

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Below mentioned is the description of each field in the setup. Mandatory fields are*

Name*:
The name of the Membership Plan is to be entered here.

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For example, Silver Membership

Validity in Days*:
Validity of the membership in days. After sales, the membership expiry date will be calculated as per the expiry date mentioned.   

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For example,365 (In case the validity should be for one year once any customer purchases this membership plan. You can keep your validity here) 

Cost*:
The sale price of the membership should be entered here and zero if the membership is free.

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For example,500 (In case the sale price of this membership should be 500. You can keep your sales value)

Membership Wallet Amount*:
For the membership plan wherein additional value such as membership wallet load value needs to be given after the sale of membership.  This could be a complimentary amount and be added to the customer membership wallet after the sale of the membership. 

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For example,100 (This value will be available to the customer to spend from their membership wallet balance. Membership wallet balance will only be activated once the customer purchases the membership) 
Note: Leave 0 in case no additional amount needs to be offered as membership wallet load value


Is Tax Included*:
GST is calculated as inclusive or exclusive

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Tick Checkbox: In case the Membership Sales amount should be calculated as inclusive of GST (CGST + SGST)
Untick Checkbox: In case the Membership Sales amount should be calculated as exclusive of GST (CGST + SGST)
Note: In case of no GST, Tick Checkbox

SAC Code:
Service Accounting Code (SAC) are codes issued by CBEC to uniformly classify each service under GST. 

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This value is optional, it can be mentioned here. This will be printed on the final invoice


CGST Percent*:

Central Goods and Services Tax value if applicable should be mentioned here. 

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For example 9. The percentage value will be calculated based on the Membership Cost and will be charged on the final invoice.
If inclusive of GST check box ticked, then this value will be calculated as included in the Membership Cost mentioned above. 
If inclusive of GST check box unticked, then this value will be calculated additional on the Membership Cost mentioned above.

Note: Leave 0 in case CGST is not applicable or business is not listed in GST.

SGST Percent*:
State Goods and Services Tax value if applicable should be mentioned here.

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For example 9. The percentage value will be calculated based on the Membership Cost and will be charged on the final invoice.
If inclusive of GST check box ticked, then this value will be calculated as included in the Membership Cost mentioned above.
If inclusive of GST check box unticked, then this value will be calculated additional on the Membership Cost mentioned above.

Note: Leave 0 in case SGST is not applicable or business is not listed in GST.

IGST Percent*:
Integrated Goods and Services Tax value if applicable should be mentioned here.

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For example 9. The percentage value will be calculated based on the Membership Cost and will be charged on the final invoice.
If inclusive of GST check box ticked, then this value will be calculated as included in the Membership Cost mentioned above.
If inclusive of GST check box unticked, then this value will be calculated additional on the Membership Cost mentioned above.

Note: Leave 0 in case IGST is not applicable or business is not listed in GST.

Incentive Percent*:
Mention the value of Incentive (will be calculated in percentage) to be given to the employee selling the membership to the customer

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This value is optional. To promote membership sales, usually an incentive is offered to the employee, to promote the sales of membership. 
For example, 5 (The value of incentive in percentage will be calculated on the Membership cost) This will be calculated on the final sales value of Membership. 

Note: Leave 0 in case no incentive should be calculated for Membership sales.

Click here to access the Membership Sales Incentive Report


Is Card Number Required*:

Tick checkbox in case it is mandatory to mention the physical card number by the cashier to complete the sales of Membership.
Untick checkbox in case it is optional to mention the physical card number by the cashier to complete the sales of Membership.

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Usually in traditional membership sales, it is accompanied with a physical card. If the business wishes to continue giving the physical card, they can use the card printed with them.

Note: Card Numbers are optional and all membership activations can be tracked on the customer's unique mobile number.


Next Step
Once all the header fields are defined, it’s time to define the Percentage Discount applicable in each category and sub category. 
The discount percentage to be calculated should only be mentioned as the value. 

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A list of categories and sub categories master will be published here

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It is not mandatory to mention the value (of discount to be applicable) against each category or sub category but wherever it is applicable needs to be mentioned.

After completing this step, scroll down to the page and click on Preview changes

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Updated values with Category and Sub Category will be published. Click on Save. 

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click the option “clear” if don’t want to save, all the filled data will get cleared.


New Basic Membership is ready. Multiple Basic Memberships can be created with variations in Discount Percentages



Note: Once a "New Basic Membership" is created, the setup master fields cannot be edited.


Click here if you wish to create any new category or sub category
(Please note, any newly created category or sub category will only be mentioned here once the page is refreshed. You may have to start the form creation again)


Click here if you wish to learn how to create new categories or sub category masters




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Last Updated 3 years ago


Help Topics

  • Software Training
  • Software Training / BackOffice (ERP)