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Create membership credit records for new paying patrons

Create membership credit records for new paying patrons

New patron pledges lack structured credit entries, causing manual reconciliation and delayed perk delivery. Capture credits and tier info so membership managers can allocate perks same day.

Create membership credit records for new paying patrons

Overview

When paid patrons arrive without a predictable record, membership managers spend time reconciling credits and perks. This flow captures each active paid pledge into your credit tracker and attaches tier context so perks get assigned the same day.

Create membership credit records for new paying patrons