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Illustrative previewA build-to-order ERPNext app that manages the full member lifecycle for associations and clubs:
tiered registration, recurring dues and renewals, ID cards and certificates, events and committees, plus a self-service member directory and portal.
ECOSIRE scopes, builds, installs, and supports it on your bench.
What is Membership & Association Management?
A build-to-order ERPNext app that manages the full member lifecycle for associations and clubs: tiered registration, recurring dues and renewals, ID cards and certificates, events and committees, plus a self-service member directory and portal. ECOSIRE scopes, builds, installs, and supports it on your bench. Built to order by ECOSIRE for ERPNext v15, v16 — indicative price from $999.00 USD; request a quote for a scoped proposal.
Key Features
Built to order, done for you
No DIY setup — a working app, built, installed and supported by ECOSIRE.
- 1
You order
Start with a one-time build price. We scope it with you at kickoff.
- 2
We build & install
ECOSIRE builds, configures and installs it on your ERPNext.
- 3
Go live + support
You go live in about one working week, with two weeks of go-live support. Defects in the code we deliver are fixed free of charge.
Technical Specifications
- ERPNext Compatibility
- —
- License
- Licence confirmation required
- Python Requirement
- Python 3.10+
- Database
- MariaDB 10.6+
About this Product
Associations, professional bodies, and clubs run on membership revenue and member engagement, yet most manage both in spreadsheets bolted onto their accounting software. ERPNext ships a lightweight Member and Membership DocType tied to its non-profit domain, but out of the box it stops well short of what a member-based organization actually needs: no concept of tiered plans with differentiated benefits, no committee or chapter structure, no automated renewal reminders or lapse handling, no ID-card or certificate generation, and no member-facing portal beyond generic web forms. Staff end up reconciling dues by hand, chasing renewals over email, and answering "is my membership still active?" one message at a time.
ECOSIRE builds a purpose-made Frappe app — its own membership_association app installed on your bench — that turns ERPNext into a complete association management system while keeping accounting, payments, and reporting native. We model the domain properly with custom DocTypes: Membership Tier (fee, billing frequency, entitlements, eligibility), Member Profile (extending the core Member with photo, category, join date, standing), Dues Schedule, Committee, and Committee Assignment. Membership status is a controlled lifecycle — Prospect → Active → Grace → Lapsed → Reinstated — enforced through hooks.py document events (on_submit, on_update, validate) and Server Scripts so a member can never land in an inconsistent state.
Recurring dues and renewals are driven by ERPNext's native Subscription and Sales Invoice engine, wired to your payment gateway, so revenue posts to the correct income accounts and shows up in standard financial reports with zero double entry. Scheduler Events (registered as scheduler_events in hooks.py) run nightly to flag upcoming expirations, send staged renewal reminders via ERPNext Notifications, move unpaid members into grace and then lapsed, and generate the next billing cycle. ID cards and certificates are produced from Print Formats (Jinja + HTML/CSS) with QR codes that resolve to a whitelisted verification method, and Client Scripts add the in-form actions staff use daily — "Renew", "Issue Card", "Assign to Committee".
The member-facing side is a self-service portal built on Frappe's web framework and Portal Pages: members log in to update their profile, download invoices and receipts, renew online, register for events, and browse a permission-scoped member directory. Everything is governed by ERPNext's role and permission model — we ship dedicated Role Profiles (Member, Chapter Admin, Membership Officer) with row-level permission rules so members see only their own records and officers see only their chapter. A whitelisted REST/Frappe API surface lets you integrate the association data with a public website, mobile app, or email platform.
Because this is build-to-order, nothing ships until we agree on scope. We start with a short scoping call, confirm your tiers, dues cadence, committee structure, and portal requirements in a written specification, then build against it. Typical delivery is one working week from confirmed scope depending on complexity. You get the installable app source code for your ERPNext version (v15 or v16), a UAT pass on a staging bench with a documented rollback plan, deployment to production, training for your team, and a post-go-live support window. The full git repository is handed to you at the end — you own it.
What you get
- Installable Frappe app source code (`membership_association`) built for your ERPNext version (v15 or v16)
- Installation, bench setup, and configuration on your environment (staging then production)
- Technical documentation: DocType schemas, hooks, scheduler events, API endpoints, and permission model
- End-user guide plus a live training session for staff and membership officers
- Post-go-live support window for defect fixes and configuration questions
- UAT on a staging bench with sign-off checklist and a documented rollback plan
- Full git repository handover — you own the code
- Written scope specification confirming tiers, dues cadence, committees, and portal requirements before build
Who this is for
Membership Officer / Administrator
Owns day-to-day member records, dues collection, and renewals. Needs to stop reconciling spreadsheets by hand and instead see membership status, lapsed members, and overdue dues directly in ERPNext, with one-click renew and card issuance.
Association Executive Director
Accountable for membership revenue and retention. Needs reliable renewal-rate and dues-collection reporting from the same system that holds the accounts, plus tiered pricing and committee structure modeled correctly rather than approximated.
Chapter or Committee Coordinator
Manages a local chapter or committee's roster and events. Needs permission-scoped access to only their members, committee assignment tools, and event registration tied to member records.
Member (portal user)
A dues-paying member who wants to renew online, download receipts, update their own profile, register for events, and find other members in a directory — without emailing the office.
How Membership & Association Management Compares
| Criterion | ECOSIRE | Custom Build | Competitor | ERPNext Native |
|---|---|---|---|---|
| Fit to your association's tiers and rules | Modeled exactly to your spec before build | Depends entirely on your hired developer | Fixed to the app author's assumptions | Single flat membership, no real tiers |
| Membership lifecycle & lapse handling | Enforced state machine via hooks + scheduler | Must be designed and built from scratch | Basic active/expired flag at best | Manual status field, no automation |
| Recurring dues & renewals | Native Subscription engine wired to gateway | Reinventing billing logic yourself | Often a separate, non-native billing bolt-on | Manual invoices, no renewal automation |
| ID cards & certificates | Jinja Print Formats with QR verification | Build print templates from zero | Rarely included | Not available |
| Member self-service portal | Frappe Portal Pages, renew/pay/register online | Full portal build on your dime | Varies; often limited or read-only | Generic web forms only |
| Committees & chapters | Dedicated DocTypes with scoped permissions | Custom DocTypes you specify and pay for | Usually absent | No committee concept |
| Ownership & lock-in | Full git repo handover, you own it | You own it, if scoped and documented well | Author-controlled, per-app licensing | You own ERPNext, but not this capability |
| Support & delivery | Scoped build + UAT + training + support window | As negotiated, quality varies | Community/author support, no scoping | Community forums only |
Frequently Asked Questions about Membership & Association Management
Is this an app I can download and install instantly?
No. This is a build-to-order engagement, not a Frappe Cloud Marketplace download. ECOSIRE scopes your requirements, builds the app against a written specification, then installs and supports it. There is no instant-download version — the value is that it fits your tiers, dues cadence, and committee structure exactly.
How long does delivery take?
Typical delivery is one working week from confirmed scope, depending on complexity (number of tiers, committee/chapter structure, portal depth, and integrations). The clock starts once we agree the written scope specification after the initial call, not from first contact.
Which ERPNext versions are supported?
We build for Frappe/ERPNext v15 and v16. We target your specific running version so the app installs cleanly on your bench, and we test on a staging environment matching your production version before go-live.
How are ongoing updates and support handled?
Every build includes a post-go-live support window for defect fixes and configuration questions. Because you receive the full git repository, your own team or ECOSIRE can maintain and extend it afterward. Longer-term maintenance and version upgrades (for example when you move from v15 to v16) can be arranged as a separate agreement.
Does it replace ERPNext's accounting or run alongside it?
It runs alongside and on top of native ERPNext. Dues and renewals use ERPNext's own Subscription and Sales Invoice engine, so revenue posts to your regular income accounts and appears in standard financial reports. We add the membership domain on top — we do not fork or bypass accounting.
Can members renew and manage their own membership online?
Yes. We build a self-service portal on Frappe Portal Pages where members log in to update their profile, download invoices and receipts, renew online through your payment gateway, register for events, and browse a permission-scoped member directory.
Do we own the code, or are we locked in?
You own it. The complete git repository is handed over at the end of the engagement, along with technical documentation. There is no per-seat license lock-in and no dependency on ECOSIRE to keep the system running.
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Membership & Association Management
A build-to-order ERPNext app that manages the full member lifecycle for associations and clubs: tiered registration, recurring dues and renewals, ID cards and certificates, events and committees, plus a self-service member directory and portal. ECOSIRE scopes, builds, installs, and supports it on your bench.
- Custom `Membership Tier` DocType with per-tier fee, billing frequency, entitlements, and eligibility rules
- `Member Profile` DocType extending core ERPNext `Member` with photo, category, join date, and standing
- Membership lifecycle state machine (`Prospect → Active → Grace → Lapsed → Reinstated`) enforced via `hooks.py` doc events and Server Scripts
- Recurring dues billing on ERPNext's native Subscription + Sales Invoice engine, posting to correct income accounts
