{"id":8084,"date":"2023-07-10T08:09:25","date_gmt":"2023-07-10T08:09:25","guid":{"rendered":"https:\/\/docs.daftra.com\/user_manual\/%d8%ad%d9%81%d8%b8-%d9%81%d8%a7%d8%aa%d9%88%d8%b1%d8%a9-%d8%a7%d8%b4%d8%aa%d8%b1%d8%a7%d9%83-%d8%aa%d8%ac%d8%af%d9%8a%d8%af-%d8%a7%d9%84%d8%b9%d8%b6%d9%88%d9%8a%d8%a9-%d9%83%d9%85%d8%b3%d9%88%d8%af\/"},"modified":"2025-03-06T09:44:28","modified_gmt":"2025-03-06T09:44:28","slug":"save-membership-subscription-invoices-as-drafts","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/save-membership-subscription-invoices-as-drafts\/","title":{"rendered":"Save Membership Subscription Invoices as Drafts"},"content":{"rendered":"<section class=\"wpb-content-wrapper\"><p>[vc_row][vc_column][vc_custom_heading text=&#8221;Enabling the Creation of Draft Invoices for Membership Subscriptions&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1699271319988{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text css=&#8221;.vc_custom_1699271722540{margin-left: 200px !important;}&#8221;]<\/p>\n<ol>\n<li>From the main menu, click on &#8216;<strong>Memberships<\/strong>.&#8217;<\/li>\n<li>Click on &#8216;<strong>Membership Settings<\/strong>.&#8217;<\/li>\n<li>Enable &#8220;<strong>Generate Draft Invoices For Memberships Subscriptions<\/strong>&#8220;<\/li>\n<li>Click on the &#8216;<strong>Save<\/strong>&#8216; button at the top right of the screen.\n<div class=\"p-4 gizmo:py-2 justify-center text-base md:gap-6 md:py-6 m-auto\">\n<div class=\"flex flex-1 gap-4 text-base mx-auto md:gap-6 gizmo:gap-3 gizmo:md:px-5 gizmo:lg:px-1 gizmo:xl:px-5 md:max-w-2xl lg:max-w-[38rem] gizmo:md:max-w-3xl gizmo:lg:max-w-[40rem] gizmo:xl:max-w-[48rem] xl:max-w-3xl }\">\n<div class=\"relative flex w-[calc(100%-50px)] flex-col gizmo:w-full lg:w-[calc(100%-115px)] agent-turn\">\n<div class=\"flex-col gap-1 md:gap-3\">\n<div class=\"flex justify-between empty:hidden gizmo:justify-start gizmo:gap-3 lg:block gizmo:lg:flex\"><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/li>\n<\/ol>\n<p><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/07\/Screenshot-122.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-8094 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/07\/Screenshot-122.png\" alt=\"\" width=\"878\" height=\"390\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/07\/Screenshot-122.png 878w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/07\/Screenshot-122-300x133.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/07\/Screenshot-122-768x341.png 768w\" sizes=\"auto, (max-width: 878px) 100vw, 878px\" \/><\/a>[\/vc_column_text][vc_custom_heading text=&#8221;Steps to Add a Membership and Save the Invoice as a Draft&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1699271821503{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text css=&#8221;.vc_custom_1741254242509{margin-left: 200px !important;}&#8221;]<\/p>\n<ol>\n<li>From the main menu, click on &#8220;<strong>Memberships<\/strong>.&#8221;<\/li>\n<li>Click on &#8220;<strong>Manage Memberships<\/strong>.&#8221;<\/li>\n<li>Click the &#8220;<strong>New Membership<\/strong>&#8221; button at the top left of the screen.<\/li>\n<li>Enter membership information as follows:\n<ul>\n<li><strong>Client<\/strong>: Select the client for whom you are adding a membership from the dropdown list.\n<ul>\n<li>You can add a new client by clicking the &#8220;<strong>+<\/strong><strong>New Client<\/strong>&#8221; button next to the &#8220;<strong>Client<\/strong>&#8221; field. For more details on adding a new client, refer to the &#8220;<a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/adding-a-client\/\"><strong>Add<\/strong> <strong>New Client<\/strong><\/a>&#8221; guide.<\/li>\n<\/ul>\n<\/li>\n<li><strong>Package<\/strong>: Select the desired package type for the membership from the dropdown list.\n<ul>\n<li>For more details on how to add packages, you can refer to the &#8220;<a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/adding-a-package\/\"><strong>Add a Package<\/strong><\/a>&#8221; guide. You can add a new package by clicking the &#8220;<strong>Add Package<\/strong>&#8221; button from the dropdown list if you don&#8217;t have any packages.<\/li>\n<\/ul>\n<\/li>\n<li><strong>Join Date<\/strong>: Select the membership start date from the calendar.<\/li>\n<li><strong>Invoice Date<\/strong>: The system will automatically determine the expiration date based on the period you specified in the package, and it will be displayed after payment.\n<ul>\n<li>For more details on how to pay for memberships, refer to the &#8220;<a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/paying-a-membership-fee\/\">Paying for Membership Fees<\/a>&#8221; guide.<\/li>\n<\/ul>\n<ul>\n<li><strong>Description<\/strong>: Enter the required description for the membership.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<li>Click the &#8220;<strong>Save<\/strong>&#8221; button at the top right of the screen.<\/li>\n<\/ol>\n<ul>\n<li>The system will display a message confirming the addition of the membership, and you will be redirected to the page for editing the resulting &#8220;draft&#8221; invoice.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-31263 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/07\/8790-.png\" alt=\"\" width=\"874\" height=\"390\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/07\/8790-.png 874w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/07\/8790--300x134.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/07\/8790--768x343.png 768w\" sizes=\"auto, (max-width: 874px) 100vw, 874px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-31265 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/07\/89788909.png\" alt=\"\" width=\"1172\" height=\"606\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/07\/89788909.png 1172w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/07\/89788909-300x155.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/07\/89788909-1024x529.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/07\/89788909-768x397.png 768w\" sizes=\"auto, (max-width: 1172px) 100vw, 1172px\" \/>[\/vc_column_text][\/vc_column][\/vc_row]<\/p>\n<\/section>","protected":false},"author":17,"template":"","categories":[2126,2127,2129],"tags":[4557,4556,8120],"class_list":["post-8084","user_manual","type-user_manual","status-publish","hentry","category-clients","category-memberships","category-manage-memberships","tag-add-membership","tag-new-membership","tag-save-membership-invoice-as-a-draft"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Save Membership Subscription Invoices as Drafts - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/user_manual\/save-membership-subscription-invoices-as-drafts\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Save Membership Subscription Invoices as Drafts - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"[vc_row][vc_column][vc_custom_heading text=&#8221;Enabling the Creation of Draft Invoices for Membership Subscriptions&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1699271319988{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text css=&#8221;.vc_custom_1699271722540{margin-left: 200px !important;}&#8221;] From the main menu, click on &#8216;Memberships.&#8217; Click on &#8216;Membership Settings.&#8217; Enable &#8220;Generate Draft Invoices For Memberships Subscriptions&#8220; Click on the &#8216;Save&#8216; button at the top right of the screen. [\/vc_column_text][vc_custom_heading text=&#8221;Steps to [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/docs.daftra.com\/en\/user_manual\/save-membership-subscription-invoices-as-drafts\/\" \/>\n<meta property=\"og:site_name\" content=\"Daftra Knowledge Base\" \/>\n<meta property=\"article:modified_time\" content=\"2025-03-06T09:44:28+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/07\/Screenshot-122.png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebSite\",\"@id\":\"https:\/\/docs.daftra.com\/#website\",\"url\":\"https:\/\/docs.daftra.com\/\",\"name\":\"Daftra Knowledge Base\",\"description\":\"Daftra\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/docs.daftra.com\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"},{\"@type\":\"ImageObject\",\"@id\":\"https:\/\/docs.daftra.com\/en\/user_manual\/save-membership-subscription-invoices-as-drafts\/#primaryimage\",\"inLanguage\":\"en-US\",\"url\":\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/07\/Screenshot-122.png\",\"contentUrl\":\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/07\/Screenshot-122.png\",\"width\":878,\"height\":390},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/docs.daftra.com\/en\/user_manual\/save-membership-subscription-invoices-as-drafts\/#webpage\",\"url\":\"https:\/\/docs.daftra.com\/en\/user_manual\/save-membership-subscription-invoices-as-drafts\/\",\"name\":\"Save Membership Subscription Invoices as Drafts - Daftra Knowledge Base\",\"isPartOf\":{\"@id\":\"https:\/\/docs.daftra.com\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/docs.daftra.com\/en\/user_manual\/save-membership-subscription-invoices-as-drafts\/#primaryimage\"},\"datePublished\":\"2023-07-10T08:09:25+00:00\",\"dateModified\":\"2025-03-06T09:44:28+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/docs.daftra.com\/en\/user_manual\/save-membership-subscription-invoices-as-drafts\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/docs.daftra.com\/en\/user_manual\/save-membership-subscription-invoices-as-drafts\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/docs.daftra.com\/en\/user_manual\/save-membership-subscription-invoices-as-drafts\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/docs.daftra.com\/en\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Save Membership Subscription Invoices as Drafts\"}]}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Save Membership Subscription Invoices as Drafts - Daftra Knowledge Base","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/docs.daftra.com\/en\/user_manual\/save-membership-subscription-invoices-as-drafts\/","og_locale":"en_US","og_type":"article","og_title":"Save Membership Subscription Invoices as Drafts - Daftra Knowledge Base","og_description":"[vc_row][vc_column][vc_custom_heading text=&#8221;Enabling the Creation of Draft Invoices for Membership Subscriptions&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1699271319988{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text css=&#8221;.vc_custom_1699271722540{margin-left: 200px !important;}&#8221;] From the main menu, click on &#8216;Memberships.&#8217; Click on &#8216;Membership Settings.&#8217; Enable &#8220;Generate Draft Invoices For Memberships Subscriptions&#8220; Click on the &#8216;Save&#8216; button at the top right of the screen. [\/vc_column_text][vc_custom_heading text=&#8221;Steps to [&hellip;]","og_url":"https:\/\/docs.daftra.com\/en\/user_manual\/save-membership-subscription-invoices-as-drafts\/","og_site_name":"Daftra Knowledge Base","article_modified_time":"2025-03-06T09:44:28+00:00","og_image":[{"url":"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/07\/Screenshot-122.png"}],"twitter_card":"summary_large_image","twitter_misc":{"Est. reading time":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebSite","@id":"https:\/\/docs.daftra.com\/#website","url":"https:\/\/docs.daftra.com\/","name":"Daftra Knowledge Base","description":"Daftra","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/docs.daftra.com\/?s={search_term_string}"},"query-input":"required name=search_term_string"}],"inLanguage":"en-US"},{"@type":"ImageObject","@id":"https:\/\/docs.daftra.com\/en\/user_manual\/save-membership-subscription-invoices-as-drafts\/#primaryimage","inLanguage":"en-US","url":"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/07\/Screenshot-122.png","contentUrl":"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/07\/Screenshot-122.png","width":878,"height":390},{"@type":"WebPage","@id":"https:\/\/docs.daftra.com\/en\/user_manual\/save-membership-subscription-invoices-as-drafts\/#webpage","url":"https:\/\/docs.daftra.com\/en\/user_manual\/save-membership-subscription-invoices-as-drafts\/","name":"Save Membership Subscription Invoices as Drafts - Daftra Knowledge Base","isPartOf":{"@id":"https:\/\/docs.daftra.com\/#website"},"primaryImageOfPage":{"@id":"https:\/\/docs.daftra.com\/en\/user_manual\/save-membership-subscription-invoices-as-drafts\/#primaryimage"},"datePublished":"2023-07-10T08:09:25+00:00","dateModified":"2025-03-06T09:44:28+00:00","breadcrumb":{"@id":"https:\/\/docs.daftra.com\/en\/user_manual\/save-membership-subscription-invoices-as-drafts\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/docs.daftra.com\/en\/user_manual\/save-membership-subscription-invoices-as-drafts\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/docs.daftra.com\/en\/user_manual\/save-membership-subscription-invoices-as-drafts\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/docs.daftra.com\/en\/"},{"@type":"ListItem","position":2,"name":"Save Membership Subscription Invoices as Drafts"}]}]}},"_links":{"self":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/user_manual\/8084","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/user_manual"}],"about":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/types\/user_manual"}],"author":[{"embeddable":true,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/users\/17"}],"version-history":[{"count":2,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/user_manual\/8084\/revisions"}],"predecessor-version":[{"id":31267,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/user_manual\/8084\/revisions\/31267"}],"wp:attachment":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/media?parent=8084"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/categories?post=8084"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/tags?post=8084"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}