--- title: "Membership\n" url: "https://docs.frappe.io/erpnext/membership" updated: "2026-02-26" --- The Membership doctype allows you to record membership details for the **Member**. Membership is a term that refers to any organization that allows people to subscribe, and often requires them to pay a membership fee or "subscription". ## 1. How to Create a Membership To create new Membership go to: > Non Profit > Membership > New ![Membership](/files/membership.png) **Member:** Member is a link field that fetches member details from Member doctype. **Membership Status:** Membership Status is a select field that contains New, Current, Expired, Pending, and Cancelled. The Expired status will automatically be updated when the membership period gets over. **Membership Date Details section:** This section contain information related to the Membership start date, end date, and member since date. **Payment Details:** This section contains payment-related details. If the person paid for membership checkbox paid is marked as checked else unmarked. The Amount is fetch based on the membership type. ## 2. Features ## 2.1 Generate Invoice If you have checked _Enable Invoicing_ in Membership Settings, you will see a button to generate a Sales Invoice from the Membership form. ## 3. Membership Payments using RazorPay For recurring membership payments you can setup razorpay subscription for members. You can find instructions on setting up razorpay [here](/docs/v13/user/manual/en/erpnext_integration/razorpay-integration) > Note: This feature is available in Version 13 and above only. You can follow the steps listed below to setup a Razorpay subscription for memberships. 1. Setup RazorPay 1. Setup Billing details 1. Setup Plans 1. Import Existing Members 1. Setup RazorPay Webhook 1. Setup Website ## 3.1 Membership Settings You can find instructions on setting up razorpay [here](/docs/v13/user/manual/en/erpnext_integration/razorpay-integration). You can setup billing in Membership Settings in the Non Profit module. ![Membership](/files/razorpay-enabled.png) Checking _Enable RazorPay For Memberships_ will show you more configuration options. - **Billing Cycle**: This is the period of time between billings. You can either select Monthly or Yearly Billing. - **Billing Frequency**: The number of billing cycles for which the customer should be charged. For example, if a customer is buying a 1-year membership that should be billed on a monthly basis, this value should be 12. ![Membership](/files/membership-settings.png) There are other configurations available for Invoicing. - **Enable Invoicing**: Checking this will enable creating invoices for memberships using a **Generate Invoice** button. - **Auto Create Invoice for Web Forms**: If you have custom web forms set-up, enabling this will automatically create Sales Invoice when payment is authorized. - **Make Payment Entry**: Auto creates Payment Entry for Sales Invoices created from Membership using web forms. Checking _Enable Invoicing_ will allow you to configure the Company and Debit Account for your invoices. Checking **Make Payment Entry** will allow you to configure the Payment Account. - **Send Membership Acknowledgement**: If this is enabled, you will get an option to send an acknowledgment about the Membership to the member once the invoice has been generated. - **Email Template**: You can configure the email template for the acknowledgment and set it here. If _Send Membership Acknowledgement_ is enabled, you can enable _Send Invoice with Email_ to send the Invoice along with the Membership. You can also configure print formats for Membership and Invoice individually here. ## 3.2 Setting Up Plans Membership Type corresponds to your RazorPay plan. You can read more about Membership Plan [here](/docs/v13/user/manual/en/non_profit/membership_type) ![Membership](/files/plan.png) When Razorpay subscription options are activated, you will see a **Plan ID** field. This is where you can add the plan id from Razorpay. > Note: You have to add all your active plans and legacy plans for seamless billing. ## 3.3 Importing Members If you already have members you can import them using the [Data Import Tool](/docs/v13/user/manual/en/setting-up/data/data-import). Here's a [video tutorial](https://www.youtube.com/watch?v=WlGD35DM5LI) of the same. You need to import members with the following fields. 1. **Member Name**: Full name of the member 1. **Membership Type**: Name of the plan they are subscribed to 1. **Email Address**: Email ID used for Razorpay transactions 1. **Subscription ID**: Subscription ID provided by RazorPay 1. **Customer ID**: Subscription ID provided by RazorPay 1. **Member PAN**: This is optional > Note: RazorPay subscriptions will only be tracked for those members whose data exists in the Member list. This is how a member will look like in ERPNext. ![Membership](/files/member.png) ## 3.4 Setting up webhook You can set up a webhook from the RazorPay dashboard in settings. You can read more about webhooks in RazorPay [here](https://razorpay.com/docs/webhooks/). This webhook will notify your ERPNext site whenever a new subscription is created or renewed. ![Membership](/files/razorpay-webhook.png) You will need the following details to set up the webhook. ### 3.4.1 Webhook URL The following is the URL for your ERPNext site. This is the endpoint RazorPay will utilize to notify of any subscription related activity. ```sh https:///api/method/erpnext.non_profit.doctype.membership.membership.trigger_razorpay_subscription ``` ### 3.4.2 Events You have to enable `subscription.activated` and `subscription.charged` events. ### 3.4.3 Active Check this to enable the webhook With this, your webhook is activated ## 3.5 Triggering new subscription from your website You can use the [RazorPay client side integration](https://razorpay.com/docs/payments/payment-gateway/web-integration/standard/) to set up payment on your site. To do so, you will first have to create a subscription order with RazorPay against which you can trigger a payment. To create a subscription order, you can use the `create_member_subscription_order` endpoint in ERPNext. You can send a POST request at the following endpoint ```sh https:///api/method/erpnext.non_profit.doctype.member.member.create_member_subscription_order ``` The arguments to be passed is a dictionary with member details ```javascript { "plan_id": "Foundation Starter" // Plan name as detailed in Membership Type "fullname": "John Doe", "mobile": "7506000000", "email": "jane@example.com", "pan": "Testing123" } ``` On successful creation, a member and customer will automatically be created. The endpoint will return a JSON as follows. ```javascript { 'subscription_details': { 'plan_id': 'plan_EXwyxDYDCj3X4v', 'customer_notify': 1 }, 'subscription_id': 'sub_EZycCvXFvqnC6p' } ``` You can use the `subscription_id` to trigger a payment.