How to Use Odoo 18 Members Module: Complete Guide
By Braincuber Team
Published on April 13, 2026
The Odoo 18 Members module helps organizations manage their membership database efficiently. Whether you run clubs, associations, or non-governmental organizations, this complete tutorial shows you how to set up membership types, track payments, create invoices, and generate reports. The module integrates seamlessly with sales, accounting, and invoicing to streamline the entire membership lifecycle.
What You'll Learn:
- Understanding the Odoo 18 Members module features
- Step by step guide to creating new members
- How to configure membership products
- Managing member contacts and addresses
- Tracking membership status and renewals
- Integrating with Sales and Accounting modules
- Generating membership reports and analytics
What is the Odoo 18 Members Module?
The Odoo 18 Members module supports any organization operating on a membership basis, from clubs and associations to non-governmental organizations. It helps administrators maintain an organized member database, formally recognize new members, and assign membership types such as lifetime, paid, or free memberships.
Member Database
Maintain an organized database of all members with their contact details, membership history, and payment records.
Membership Types
Create various membership types including lifetime, paid, and free memberships with different durations and pricing.
Invoicing & Payments
Automatically generate invoices when memberships are purchased or renewed, integrated with the accounting module.
Reporting & Analytics
Track membership performance with detailed reports on current, expired, and pending members.
Creating a New Member
To create a new member in Odoo 18, navigate to the Members app and click the New button. This opens a form where you can enter all the member details.
Basic Information
Select Individual or Company, enter the name, contact details, phone, email, and website. Add identification number and VAT number for tax purposes.
Professional Details
Add job position, title (Mr, Mrs, Dr), and preferred language for communication. Use tags to categorize or segment members.
Contacts & Addresses
Add additional contacts or addresses using the Contacts tab. Select contact type: contact, invoice address, delivery address, or follow-up address.
Sales & Purchase Tab
The Sales & Purchase tab helps manage the business relationship between your company and the member. You can link sales orders and purchase orders, define delivery and payment methods, set price lists, and assign specific salespeople to members.
| Field | Description |
|---|---|
| Delivery Method | Preferred shipping method for the member |
| Payment Method | Preferred payment method for invoices |
| Price List | Custom pricing for this member |
| Salesperson | Assigned sales representative |
Accounting Tab
The Accounting tab provides complete control over the member's financial relationship. You can add bank account details for payments, set credit limits, and manage invoice follow-ups for overdue payments.
Credit Limit Management
Set a maximum credit amount that a member is allowed, helping manage financial risk.
Membership Tab
The Membership tab is where you manage a person's membership information. You can mark someone as a Free Member or Associate Member, update their current membership status, and purchase membership products for premium subscriptions.
- Non-Member: No active membership
- In Progress: Membership is being processed
- Paid Member: Active paid membership
- Free Member: Active free membership
- Canceled: Membership has been canceled
- Exported: Member data has been exported
Configuring Membership Products
To create a new membership product, navigate to Configuration > Membership Products and click New. This is where you define the membership offerings that members can purchase.
Basic Product Details
Add product name (Annual Membership, Monthly Subscription), internal reference, product category, and company assignment.
Membership Settings
Set membership duration, membership fee amount, income account for recording revenue, and applicable taxes.
Website Visibility
Toggle "Visible on website" to display the membership product in your online store for online purchases.
Integration with Other Modules
When a sale is made through the Sales module, member status updates automatically and customer invoices are generated. The accounting module records revenue and applies taxes.
Membership Reporting
The reporting feature provides accurate membership information on performance and activity. You can track membership sales over time, examine revenue from membership fees, and evaluate data such as the number of current, expired, or free members.
| Report Type | Description |
|---|---|
| Membership Analysis | Overall membership performance and trends |
| Revenue Reports | Income from membership fees |
| Member Status | Current, expired, and pending members |
| By Membership Type | Breakdown by product type |
You can access Membership Analysis by navigating to Members App > Reporting. Change the graph view to bar chart, line chart, or pie chart. Use the Pivot view for more detailed data analysis. The Filters option includes Forecast, Revenue Done, Start Date, and custom filters. Group by options include Salesperson, Associated Partner, Membership Product, Current Membership State, Company, and Month.
Frequently Asked Questions
What types of memberships can I create in Odoo 18?
You can create various membership types including lifetime memberships, paid memberships, and free memberships. Each can have different durations and pricing.
How does membership invoicing work in Odoo 18?
When a membership product is purchased through the Sales module, Odoo automatically generates a customer invoice and updates the member's status.
Can members renew their memberships online?
Yes, if the Website module is enabled, members can purchase and renew memberships online through your eCommerce store.
How do I track expired memberships?
Use the Membership Analysis report to filter by membership status. You can see all expired members and contact them for renewals.
Can I set credit limits for members?
Yes, use the Accounting tab to set a maximum credit amount that each member is allowed, helping manage financial risk.
Need Help with Odoo 18 Members Module?
Our experts can help you configure and customize the Members module for your organization. Get free consultation for your Odoo implementation today.
