Membership Payment Software that Offers Comprehensive Billing, Payment Collection, and Accounting Capabilities to Meet the Unique Needs of Your Business…

Our membership management software does so much for so little! Right from the start, eSoft Planner takes the load of membership billing, payment collection, and accounting off your shoulders. With our web-based membership accounting software, you will drastically reduce administrative costs associated with membership management and billing. Our fully automated system takes care of it all—from credit card processing, to late fees, to reporting—eSoft Planner has you covered.

Membership Payment and Accounting Software Features:

• Our secure retail portal processes one-time or automatic recurring monthly membership payments
• Clients can pay with credit/debit cards or eChecks
• Allows ability to use coupons
• Billing and payment collection of enrollment fees, initiation fees, late fees and sales tax
• Eight easy-to-read membership management and accounting reports track monthly membership income, upcoming expirations, popular add-ons, etc.
• Automatic membership suspension after a certain number of failed payments (specified by you)
• Automatic emails sent to members in the instance of a failed payment

eSoft Planner’s Membership Options:

There is no limit to the number of different memberships a client can purchase.

Our General Billing Membership is a basic membership that does not include any additional services or resources. It can be used in businesses selling memberships that charge clients monthly dues to use the facility. There can be multiple family members on one membership.

Our Custom Individual Membership is a membership that includes specific services/resources for each month. For example, members of your organization may also receive 3 free services per month, or maybe the 3 services are not free, but discounted for clients with this particular membership. Either way, you are able to specify the total monthly dues for this membership, which will be automatically billed and processed through our secure portal. In addition, you are able to specify which services are included and other criteria about when and how those services can be used.