How to Use Odoo 18 Members Module: Complete Step by Step Guide
By Braincuber Team
Published on April 13, 2026
Odoo 18's Members module supports any organization operating on a membership basis. Whether you run clubs, associations, non-governmental organizations, or other institutions, this complete tutorial shows you how to maintain an organized member database, formally recognize new members, assign membership types, and monitor member status over time. The module integrates seamlessly with sales, accounting, and invoicing programs to track payments and automatically generate bills.
What You'll Learn:
- Understanding Odoo 18 Members module and its capabilities
- Step by step guide to creating new members
- Configuring membership products with pricing and duration
- Managing contacts and addresses for members
- Integrating with Sales and Accounting modules
- Setting up Partner Assignment for relationships
- Using Membership Analysis and reporting features
What is Odoo 18 Members Module?
The Members module in Odoo 18 provides a comprehensive and integrated solution for efficient membership management. It streamlines the entire membership lifecycle from developing personalized membership benefits and tracking each member's status to automating billing and integrating with sales and accounting systems. This beginner guide covers all the essential features you need to manage your organization's members effectively.
Member Database
Maintain an organized database of all members with their contact details, payment history, and membership records.
Automated Invoicing
Automatically generate invoices when memberships are purchased or renewed through sales integration.
Membership Types
Assign various membership types including lifetime, paid, and free memberships to members.
Reporting & Analytics
Track membership performance with detailed reports on current, expired, and pending members.
How to Create a New Member in Odoo 18
This step by step guide shows you how to create a new member in Odoo 18. Follow these detailed steps to add members to your organization.
Access the Members Module
Navigate to the Members module in Odoo 18. You can view all created member details on the dashboard. Click the New button to begin creating a new member.
Enter Basic Information
Specify whether the member is an Individual or Company. Enter the name, contact details including address, phone, mobile number, email, and website. Add Identification Number for government-issued ID and VAT Number for tax purposes.
Add Professional Details
Add Job Position for the member's role, Title (Mr, Mrs, Dr, etc.), Language for preferred communication, and Tags to categorize or segment members.
Configure Contacts and Addresses
In the Contacts & Addresses tab, click Add to add multiple contacts or addresses. Select the type: Contact, Invoice Address, Delivery Address, Follow-up Address, or Other Address. Add Internal Notes if needed (private, not visible to external users).
Sales & Purchase Tab
The Sales & Purchase tab manages the business relationship between your company and the member. This beginner guide shows you how to configure these settings for effective member management.
| 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 |
| Fiscal Position | Tax modifications based on location |
Accounting Tab
The Accounting tab provides complete control over a member's financial relationship. This section is crucial for tracking payments and managing credit limits.
Credit Limit Management
Set a maximum credit amount that a member is allowed. This helps manage financial risk and ensures proper credit control.
Membership Tab
The Membership tab is used to manage a person's membership information. You can mark someone as a Free Member or Associate Member and track their membership status.
- 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
Configuring Membership Products
This complete tutorial section shows you how to create and configure membership products that members can purchase. Membership products define the terms, pricing, and duration of memberships.
Access Membership Products
Navigate to Configuration > Membership Products and click New to create a new membership product.
Configure Basic Details
Add Product Name (Annual Membership, Monthly Subscription), Internal Reference, Product Category, and Company assignment. Enable Active to make the product available.
Set Membership Terms
Set Membership Duration, Membership Fee, Income Account for revenue recording, and applicable Taxes. Toggle "Visible on website" for eCommerce availability.
Integration Across Modules
When a sale is made through the Sales module, the member's status updates instantly and a customer invoice is generated. The accounting module records revenue in the allocated income account and applies relevant taxes.
Membership Reporting and Analytics
The reporting feature provides accurate membership information on performance and activity. This beginner guide shows you how to use these powerful analytics tools.
| Report Type | Description |
|---|---|
| Membership Analysis | Overall membership performance and trends |
| Revenue Reports | Income from membership fees over time |
| Member Status | Current, expired, and pending members |
| By Membership Type | Breakdown by product type |
To access Membership Analysis, navigate to Members App > Reporting. You can change the graph view to bar chart, line chart, or pie chart. Use 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.
Conclusion
Odoo 18's Members module provides the adaptability, automation, and control necessary to maintain strong membership and promote organizational growth. Whether you manage a small club or a large association, this module streamlines billing, facilitates membership administration, and increases participation by enabling quicker contact with members.
Frequently Asked Questions
What organizations can use Odoo 18 Members Module?
The module supports clubs, associations, non-governmental organizations, and any institution operating on a membership basis.
How do I create a membership product?
Go to Configuration > Membership Products > New. Add product name, internal reference, membership duration, and membership fee. Configure income account and taxes.
Can members purchase memberships online?
Yes, if the Website module is enabled, members can purchase and renew memberships online through your eCommerce store.
How does invoicing work in the Members module?
Customer invoices are automatically created when a sales order or membership is confirmed through the Sales module integration.
What reporting features are available?
You can track membership sales over time, examine revenue from membership fees, and evaluate data such as current, expired, or free members using various chart views and pivot tables.
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.