Member Billing

Membership Level Settings Overview Membership Level When you create a membership level, you first have to give a name and description to the level. The name and description will be displayed to your members on your membership forms. You will see the following settings below the name and description: - Allow members to be listed in the directory Enabling this will allow the members at this level to be listed in your public members directory. Note that there are other settings t...

General Fixed Membership Year By default, memberships are "rolling" - the member's renewal dates can be varied. However for yearly memberships, if your membership year needs to be fixed (eg. it always needs to be Jan 1 to Jan 1), then you can enable and set the fixed anniversary date. Do note that fixed membership years have several disadvantages. First of all fixed membership years reduce revenue - on average members would pay less than 1 year's dues on signup, while for rolling membershi...

Billing options define how your members can pay for their membership. Once you have created the membership level, you will need to create the billing options for the level. If no billing options are created, then the membership level is free. Billing options for a membership level are considered equivalent, so a member should be able to switching billing options without penalty. So billing options are not a substitute for membership levels. Click on "Add Billing Option" to create a new billing...

Renewal notices have to be setup for each membership level. Once you have created the membership level, you can setup renewal notices to be automatically sent to the members with that membership level before and after their membership expires. Renewal Notice Settings - Notification type You can select to send either an upcoming renewal notice (before the membership expires), or a past due notice (after the membership expires). - Send ... day(s) before/after Specify here which...

On this tab you can setup automated actions that take place under different conditions: When member signs up online These are the automated actions that take place when a member signs up through the Membership Sign-Up Form. Note that actions do not apply to accounts added by the administrator. - Add account to folder(s) - specify which folders new members are placed in when they sign up. For example for members in different chapters, or to a pending folder to evaluate a new members app...

Membership Add-ons provide a way for members to purchase something in addition to their membership when they make their membership payment. Some great ways to use membership add-ons are to sell calendar ads, website ads, discount cards or listing in a category in your directory. To begin, go to Labels & Memberships > Membership Add-ons. Then click on "+ Add Membership Add-on" to get started. Membership Add-on Settings - Add-on name and description This is the name and descripti...

You will need to record renewals manually when: - members make an offline or check payment to you, and you need to update the account accordingly to reflect that you have received the payment and that the member's account is in good standing. - the member has provided their credit card information directly to you to process the renewal on their behalf. To record or process a renewal go to the account and from the Timeline tab, click on the "Renew" button. Note that you will not see th...

Offering Discounts Using Discount Codes You can create discount codes for renewing or new members to apply towards membership payments. This is great if you are having a membership drive or would like to offer a discount to certain groups of members. Discount codes can give a percentage or dollar discount. You can create as many as you need and limit the number of times each code is used. Discount codes are enabled by membership level and billing option. To activate them go to Labels & Member...

Invoices is a flexible way for you to bill members for anything not paid through the Member Sign Up form, membership renewals in the Member Manage form, event registrations or Forms/Carts/Donations. For example, you can use it for incidentals, additional fees, silent auction items, and more. Creating Invoices To create an invoice, pull up the member's account, click on "Create New Entry" from the Timeline tab and select "Invoice". List all the items on your invoice, each item can be clas...