Release notes regarding Memberships

Release 2026.07

2026-06-24T18:03:54Z

CRM: filter by age

When managing your member database, you often want to select members based on age. Think of a youth division for members under eighteen, or a campaign specifically for seniors. Without a direct age filter, this required a workaround.

You can now search date fields in the CRM using two new options:

'last X years (age; younger than)': this returns all relations whose date is less than X years ago. For the 'date of birth' field, that means all relations younger than X years.
'at least X years ago (age; at least this old)': this returns all relations whose date is at least X years ago. For the 'date of birth' field, that means all relations who are at least X years old.

By combining the two options, you can easily define an age category. If you set one option to eighteen years and the other to twelve years on the 'date of birth' field, you'll find all relations who are at least twelve and not yet eighteen years old.

The new options work for all date fields in the CRM. You can use them beyond age-based searches too, for example to filter on the start date of an event.

Donations/CMS: route donations to the right fund via URL

When managing donations for multiple chapters or projects, your organization may run into a practical challenge. You want donations to automatically go to the right chapter's fund, but creating a separate donation form for each fund takes a lot of time and effort.

You can now include a fund ID in the URL when linking to a donation form, using the '?fund=' parameter followed by the fund's ID. For example: 'https://example.com/donate?fund=1'. This automatically routes the donation to the correct fund, without your donors having to make a choice. You can create a unique URL for each chapter that points to the same form, while still automatically directing the donation to the right fund.

If you don't include a fund ID in the URL, the form works exactly as before. If the form includes a fund dropdown, your donors will still see it. If there's no dropdown, the top fund in the form's configuration is selected automatically.

Please note: the fund you include in the URL must be available in the form's configuration. It's not possible to route a donation to a fund that is not part of that configuration via the URL.

Finance: add a customer reference to invoices

When managing your organization's invoicing, you may run into situations where business relations require a customer reference on their invoices. Without it, they cannot link the invoice internally to the right project or employee, making the payment process unnecessarily complicated.

Order-specific references were already available per transaction. You can now also set a customer reference at the relation level. Add the 'Customer reference' field to your registration or profile form so your members or contacts fill it in once. The reference is stored at the debtor in billing. This means all transactions linked to that relation, whether a membership, order, or event, automatically reference the same customer reference.

In the invoice template, you can choose whether to display the customer reference. Want to use different wording? Customize the label under 'Own terms for invoices' to match your organization's terminology.

Using Peppol? The customer reference is included automatically with every invoice.

Memberships: see which payment invitation will be sent

When setting up your payment invitations, you may run into a situation where multiple configurations apply to the same membership. For example, you have a separate configuration for the 'Family membership' type and a general configuration for all members. Which payment invitation does the platform send in that case? And how do you find out if something isn't right?

From now on, you can see step by step how the platform selects a payment invitation for each membership. There are two ways to access this:

Go to the administration settings under 'Payment invitations' in Memberships and click the 'Explanation' button. Select a membership and you'll immediately see which invitation will be sent and which steps were followed to reach that selection.
Open the list of renewable memberships under 'Payment invitations' and click the 'i' icon next to a membership. You'll see the same information for that specific membership.

If no matching payment invitation is found, you'll receive a notification, so you know right away that a configuration is missing and can add one.

Other changes in this release

Updated text editor: When managing content in the platform — whether it's a mailing, a blog post, or a registration form — you use the same text editor throughout. This editor has been updated to a newer version and looks slightly different from what you're used to. All features work the same way: formatting text, inserting images, and adding links all work just as before.
Filter by invalid value: When filtering in the CRM, you can now also select 'contains an invalid value' for multi-select fields. An invalid value can occur, for example, when an option is removed from a multi-select field but was still assigned to a contact. Filtering on this lets you identify which contacts may have incomplete or outdated data.
Sapphire – Year in event list: If an event falls in the next calendar year, the year will now be shown in the event list. Also check out the other changes in the Sapphire changelog.

Tags: release, CRM, CMS, Donations, Finance, Memberships

Release 2026.06

2026-05-27T13:19:12Z

Memberships: automatically save IBAN during subscription
registration

When managing your member database, you want data to be stored consistently and in the right place. For donations made through a donation form, your relation's IBAN was already saved on both the direct debit agreement and the relation card. For subscriptions via a registration form, this was not yet the case. The IBAN was only stored on the direct debit agreement, not on the relation card itself.

From now on, the IBAN can also be saved on the relation card when someone signs up for a subscription through a registration form and chooses to pay by direct debit. Set this up once via 'Finance' > 'Settings' > 'General direct debit settings' under 'Default IBAN'. There
you choose which CRM field is used as the default IBAN field. This keeps all information in one place, so you no longer need to search through direct debit agreements when you need a relation's bank account number.

As an added benefit: if a logged-in relation fills out a form that includes an IBAN field, and their IBAN is already on file on their relation card, the field is automatically pre-filled. This saves a step and reduces the chance of errors.

Tags: release, Memberships

Release 2026.03

2026-03-05T17:06:21Z

CMS/Meetings & Events: show attendance status for past events

When managing your events, you record the attendance of your members or participants. On the member portal, the 'My events' article shows an overview of upcoming and past events that someone registered for. Until now, registration and attendance were indistinguishable: the list showed everyone who had signed up, regardless of whether they actually attended.

From now on, you can choose in the article settings to display attendance status as a column. This way, your members can immediately see whether their attendance at a past event has been recorded as present. The heading above the list of past events has also been updated, so it no longer suggests that attendance is always verified.

Finance: automatically sending paid invoices via Peppol

When a relation registers for a membership or signs up for an event, an invoice can be generated. If your organization uses Peppol, these invoices previously had to be sent through the Peppol network manually — which takes time, especially when processing a high volume of transactions.

From now on, invoices generated through these processes are sent via Peppol automatically, even when payment was made before the invoice was created. This applies to all processes where invoicing has been configured, such as membership registrations or event sign-ups. The invoice is also sent when it has not yet been fully paid.

No additional setup is required. As long as Peppol is already configured for your organization, invoices will be sent automatically going forward.

Finance: include payment link in Peppol messages

You send invoices via Peppol and want to make it as easy as possible for your relations to pay. Until now, the Peppol message only contained invoice details — but no direct way to pay.

If you use the 'Invoice payment' module, you can now include the payment link in the Peppol message. To do this, enable the 'Add payment link' option in your settings. The payment link is added as a text note to the XML message, allowing the recipient to navigate directly to the payment page.

Finance: invoice PDF automatically included in Peppol messages

A Peppol message is itself a complete invoice. In practice, however, recipients of Peppol invoices regularly ask for an attached PDF. Not everyone is fully set up yet to automatically process Peppol messages, and a PDF gives them direct insight into the invoice details.

From now on, the PDF of the invoice is automatically included as an attachment in the Peppol message. No additional setup is required — this works immediately for all Peppol invoices you send.

Finance: VAT exemption passed on correctly via Peppol

When managing your administration, you may run into the fact that your organization is not subject to VAT. Invoices sent via Peppol must reflect this correctly. Until now, there was no way to include this information automatically in the Peppol message.

From now on, you can indicate in your administration settings whether your organization is subject to VAT. If you select 'No', you enter a tax exemption code — a so-called VATEX code that specifies on what grounds your organization is exempt from VAT. This code is automatically included in the XML message sent to Peppol.

Mailings: more formatting options in the Template Generator

When creating mailings, you want the design to match your organization's house style. The Template Generator helps you quickly build an email template without any technical knowledge. Three additional options are now available, giving you even more control over the look and feel of your mailings.

Font

You can now choose between a sans-serif font (default) or a serif font. Think of Arial for a modern, clean look, or Times New Roman and Noto Serif for a more classic feel. You set the font separately for headings and for body text.

Rounded corners

You can choose between straight corners, slightly rounded corners, or a wider rounding. This is set separately for buttons and images. Please note: rounded corners are not supported in Outlook. Relations who open your mailing in Outlook will simply see straight corners instead.

Link on images

This setting makes all images in your mailing's content blocks clickable. It applies to the entire template and cannot be turned on or off per image or content block within the generator. Want to adjust this for a specific image later? A template administrator can do so after the template has been created.

Meetings & Events: targeted evaluation questions per attendee

When organizing larger events with multiple activities or sessions, you want to know what attendees thought of them afterward. You send out an evaluation, but not every attendee participated in every activity. Until now, all attendees received questions about all activities, resulting in long lists filled with "not applicable" responses.

From now on, attendees will only see evaluation questions about the activities they registered for, plus any activities that didn't require registration. This keeps the evaluation concise and relevant, and ensures that the results you receive are actually useful.

Memberships: find payments faster using the payment reference

When processing bank transactions manually, you want to quickly link the right subscription or payment invitation to a payment. This isn't always straightforward: sometimes a relation enters the payment reference in the wrong field of their bank transfer, or the transaction isn't imported automatically. Until now, searching by payment reference wasn't possible for subscriptions or payment invitations, which could make finding the right match time-consuming.

From now on, you can search by (part of) the payment reference in both the subscription overview and in payment invitations. This makes it easy to find the right payment, even when the description isn't an exact match. For payment invitations, the payment reference is now also always visible as a column, directly next to the 'Amount' column.

Tags: release, CMS, Finance, Mailings, Meetings & Events, Memberships