Post payment actions update an account automatically once a product is paid, like moving it from Offered Family Membership to Family Membership, or removing a "Bond Owed" tag. No more manual clean-up after people pay.
Change the account type after payment
Go to Finances > Products and click Edit on the product that should trigger the change, like Annual Family Member Dues.
Scroll to Post Payment Action and check Apply Post Payment Action.
Click Add Rule.
On the left, click Add Condition, choose Account Type, set it to Is Any Of, and pick the current type (Offered Family Membership).
On the right, click Choose New Value, choose Account Type, and pick the new type (Family Membership).
Scroll to the top and click Update.
Add or remove a tag after payment
In the same Post Payment Action box, click Add Rule.
On the left, click Add Condition, choose Account Tag, set it to Has Tag, and pick the tag (Bond Owed).
On the right, click Choose New Value, choose Account Tag, set Action to Add Tag, Remove Tag, or Replace Tag With, and pick the tag.
Click Update.
You can add as many rules as you need. Each one runs on its own, so one product can change the account type and a tag. Test new rules first: How to Test Membership Products.
💡 Membership dues mark accounts Paid on their own. Products with the Membership Fee fee type update payment status automatically, so you don't need a rule for that. Flat rate products mark the whole account Paid; per member products mark just the members paid for.