The Membership software is available to the board members and accessible at https://mkemakerspace.appspot.com/.

1. Click on the Makers link in the navigation bar or the “Makers” link on the homepage.
2. Click on the "Add New Maker" button.
   1. Try to fill in all of the fields. There may be errors if you don't fill something in.
   2. The username field will become what is shown on the access control screen when someone badges in. The system will check if the name is unique. Try to make one up that is reasonably helpful.
   3. Upload a photo if you have one. We can add it later if you don't have one handy.
   4. If you want to create an invoice for this member right away, leave the “Create Invoice for this new Maker?” checkbox selected and you will be brought to the new maker page.
      1. The invoice will start with a security deposit and a membership item. You can configure the appropriate membership as appropriate (access type, number of months, etc).
      2. NOTE: due to occasional replication delays, the maker may not be available on the invoice page. Jason will fix this soon. if you save a maker, leave “Create Invoice for this new Maker?” selected and the maker dropdown doesn't show the maker, simply hit reload in your browser or navigate to the invoice screen and create an invoice manually.

There are 3 types of things you can add to an invoice. We can add more if we need them, but these 3 cover the basics.

The totals on the invoice add up automatically as you make changes. When you save the invoice a nice copy of the invoice will be mailed to the maker's configured external email address if the “Email Invoice?” checkbox is selected.

• Membership
  • To add a membership, select the membership level and select the start and end dates.
  • Discounts will be calculated automatically.
  • The start date will force itself to the first of the month and the end date will force itself to the end of the month to keep things clean.
• Rental Spaces (squares at Chase, squares or vaults at Lenox)
  • Rental spaces are configured separately (TODO: add docs for this). Select a space and the dates and the price will be calculated.
• Security Deposits
  • There is nothing to configure for a security deposit. They are $100. The system does not currently prevent you from creating an invoice with a security deposit for a user that has already paid one. We can deal with that later if we want to.

To add line items to the invoice, click the “Add Invoice Item” button. You may add multiple space rentals and membership items to the invoice.

Notes are optional. A name is not. The name should probably be auto-generated, but for now put one in that is sensible like “{New member name} first month and deposit.”.

When a new invoice is created for a maker, we mark that maker's membership “provisional” in the system. The access control will honor that as an active code, but we will soon be adding automatic lockouts if payments are not made on time.

Once an invoice has been created, you can add payments to it or cancel the invoice. Invoices are not changeable to make the bookkeeping simpler, so if you made a mistake, simply cancel the invoice and make a new one to replace it.

For an open invoice, adding a payment requires a little bit of information. Over time we will try to automate more of this for things that are paid via paypal or dwolla, but for now these need to be manually updated. If a partial payment is made, the invoice will remain open. Multiple payments may be made for a single invoice. As soon as the full amount is paid, the invoice is marked as Paid and any memberships and space rentals will be marked as active instead of provisional.

If the payment is a check, the check number is required. This will help us give better info to the members and to keep better records ourselves. If the payment is via paypal or dwolla, please add the the provider fee value so we can keep track of how much we are paying to receive money.

When the form is filled out, click the “Add Payment” button.

To cancel an invoice, click the “Cancel Invoice” button. Canceling an invoice will cancel the memberships and space rentals included within the invoice. When the access control system is integrated, this will also remove access for that user within a short time.

Jason will move the “Cancel Invoice” button farther away from the “Add Payment” button soon. :)

TODO: fill this in.