Corporate Membership Store Configuration

Corporate Membership Store Configuration

The Corporate Membership store will initially be configured by X-CD for you. In most instances, a client will only have one corporate membership store.
Should you require more than one corporate membership store, please contact Sales@x-cd.com to discuss your requirements.

How to Edit the Corporate Membership Store Name

  1. Click Dashboard
  2. Click Corporate Membership in left-side menu
  3. Click Corporate Membership Store in horizontal menu
  4. Click Settings button
  5. The initial screen that will appear is the Module Settings screen
  6. You will only be able to change the label of your Corporate Membership Store

How to Edit the Corporate Membership Store Payment Settings

  1. Click Dashboard
  2. Click Corporate Membership in left-side menu
  3. Click Corporate Membership Store in horizontal menu
  4. Click Settings button
  5. Click Settings in horizontal menu
  6. Select Payment Settings
  7. Under Payment Settings, apply changes to the Invoice Prefix, Invoice Header, Invoice Footer, Email confirmation messages and Payment Processor options and Payment Gateway API Credentials.
  8. Scroll down and click Update Payment Settings button to save changes


    • Related Articles

    • Corporate Member Types

      About Corporate Member Types A corporate member type is defined with a set term for the membership and may include a predetermined number of employees who fall under the corporate membership who are not required to pay and/or purchase individual ...
    • Managing Corporate Memberships

      Note: The X-CD terminology 'Company' or 'Companies' correlates to an organization(s) and Corporate Membership is used to identify an organization with a membership that is tied to a business entity. Your system may use slightly different terminology ...
    • Corporate Membership Reports

      To download Corporate Membership data there are a variety of reports and graphs within the Corporate Membership module available. To pull Corporate Membership Financial data, use the Overall Financial Reporting section to reconcile Corporate ...
    • Editing the E-Commerce Store Form

      How to Add/Edit Fields on the Store Form? Click Dashboard Click E-Commerce tab Click Manage Existing Stores icon Click on Store name Click Settings button Click Registration Setup in horizontal menu Select Registration Fields To add a new item, Click ...
    • Configuring or Editing the Payment Settings Screen

      Invoice Header/Footer Information Click Dashboard Click into the corresponding module e.g. Attendee or Exhibitor or Ecommerce Store Click Settings button Click Settings in horizontal menu Select Payment Settings Scroll down to Invoice Header / ...