Managing Member Dues Categories

Managing Member Dues Categories

Create a Member Dues Category

  1. Click Dashboard
  2. Click Dues Management in left side menu
  3. Select Dues Categories in horizontal menu
  4. Select Create New Dues
    • Enter a Dues Category Name e.g. Professional Member
    • Select from the dropdown the corresponding Membership Group from the Contact Groups
    • Set as a Private or Public membership
    • Enter a Dues Invoice Prefix
    • Enter the Dues Amount for this Membership type
    • Select the appropriate Membership Term from the drop-down list
    • In Fixed Membership Day End, if there is a fixed calendar date for the expiration date, enter in MM/DD values for month and day of expiration e.g. 12/31, leave this field empty if membership is a rolling membership
    • In Dues Cut Off Day, enter the start date as MM/DD for when the member renewal period begins e.g. 10/01
    • In Email Confirmation field, enter a Subject for the Email Confirmation
    • In Email Text, enter the confirmation message text that will be emailed to the individual upon payment of the member dues
    • Set Auto Send New Member Welcome Email where Yes will send and No will not send an email to new members
    • If applicable, in New Member Email Subject, enter a Subject
    • If applicable, in New Member Email Text, enter the New Member Welcome Email content.
    • In Confirmation Message, enter a message to appear on-screen after payment
    • In Invoice Text, you may add additional text to the invoice that will appear above the Invoice Footer
    • If applicable, enter Certificate Text to generate a Membership Certificate
  5. Click Create Dues Category button
  6. Repeat the above steps for EACH Member Due to be created.
  7. If you are using the E-Commerce module to collect Member dues, refer to the next article on linking Member Dues to Products.
  1. Click Dashboard
  2. Click E-Commerce tab
  3. Click Product Management icon
  4. Click Add Product button
  5. Enter a Product Label
  6. Ensure Product Category is Membership
  7. In Dues Category field, click the dropdown to select the corresponding Member Dues Category
  8. If applicable, enter an External Product Code (For example, an accounting code)
  9. Default Price should be pre-populated with the Dues amount
  10. You may enter a Product Note, this is optional
  11. Set Archive Product = No
  12. Set Is Digital Good = No
  13. Click Add Product button to save
  14. Next you will want to add the product to the Membership Store in the E-Commerce module


How to add the Member Due to the Membership Store Form

  1. Click Dashboard
  2. Click E-Commerce tab
  3. Click Manage Existing Stores icon
  4. Click on Store name
  5. Click Settings button
  6. Click Registration Setup in horizontal menu
  7. Select Registration Fields
  8. In the grid, click Edit button for the Registration Field
  9. Click Add New Option To This Field button
  10. In Store Product field, click and select from the dropdown list, the Member Due
  11. All fields will be pre-populated with the Product information
  12. If applicable, add Hide/Display/Required logic
  13. Scroll down and Click Add Option

Where to View a Current List of Member Due Categories?

  1. Click Dashboard
  2. Click Dues Management in left side menu
  3. Click Dues Category in the horizontal menu
  4. Select Existing Dues

How to Archive/Hide/Remove a Member Due that is no longer valid?

  1. Click Dashboard
  2. Click Dues Management in left side menu
  3. Click Dues Category in the horizontal menu
  4. Select Existing Dues
  5. Click Edit beside the due to be archived
  6. Set Admin Only field to Yes, if you want to still see the dues as an admin, this will still hide the dues from the end user.
  7. Set Archive Dues to Yes, if you do not want to see the dues as an admin, this will still hide the dues from the end user.
  8. Scroll down and click Update Dues Category

How to Edit the Email Confirmation Message a Member Receives after Payment?

  1. Click Dashboard
  2. Click Dues Management in the left side menu
  3. Click Dues Categories > Existing Dues in the horizontal menu
    • Click Edit button beside a Dues Category
    • Scroll down and edit the Email Confirmation / Email Text fields
    • Click Update Dues Category button
    • Repeat the above steps for each Dues Category you wish to update.

    How to Edit the Onscreen Payment Confirmation Message?

    1. Click Dashboard
    2. Click Dues Management in left side menu
    3. Click Dues Categories > Existing Dues in the horizontal menu
      • Click Edit button beside a Dues Category
      • Scroll down and edit the Payment Confirmation Screen field
        • Note: The default on-screen confirmation message will be replaced with any text you enter in this field.
      • Click Update Dues Category button
      • Repeat the above steps for each Dues Category you wish to update.

      How to Edit the Price of a Member Due Category?

      1. Click Dashboard
      2. Click Dues Management in left side menu
      3. Click Dues Category in the horizontal menu
      4. Select Existing Dues
      5. Click the Edit button beside a due
      6. Scroll down to the Amount field, revise the value
      7. Scroll down, click Update Dues Category button to save
        • Note: The price change is effective immediately.

      How to Change the Expiry Date for a Member Due Category?

      1. Click Dashboard
      2. Click Dues Management in left side menu
      3. Click Dues Categories in horizontal menu
      4. Select Existing Dues
      5. Click Edit button for the Due Category to revise
      6. Scroll down to Dues Expiration Date field and update the date
        • NOTE: Ensure date format entered is: MM/DD e.g. 12/31
      7. Scroll down and click Update Dues Category button to save changes

      How to Enable / Disable / Edit the New Member Email Message?

      1. Click Dashboard
      2. Click Dues Management in left side menu
      3. Click Dues Categories > Existing Dues in horizontal menu
        • Click Edit button beside a Dues Category
        • Scroll down and set Auto Send New Member Welcome Email = Yes
          • Set to No to disable
        • Edit the New Member Email Subject /  New Member Email Text fields
        • Click Update Dues Category button to save the changes
          • NOTE: Repeat the above steps for EACH member category due type

        How to Update or Edit the Renewal Period?

        NOTE: This applies to Rolling Dues ONLY.

        1. Click Dashboard
        2. Click Dues Management in left side menu
        3. Click Settings in the horizontal menu
        4. Locate the field called ‘Dues Renewal Day Period’, enter a value for the number of days prior to the expiration date that you want to allow renewals to begin
          • E.G, if you enter 31, this means as of Dec 1 of the current year, members will be able to renew for the following year.
        5. Scroll down, click Update Settings button

        How to Edit or Add information to the Invoice?

        1. Click Dashboard
        2. Click Dues Management in left side menu
        3. Click Dues Categories > Existing Dues in horizontal menu
        4. Click Edit button beside a Dues Category
        5. Scroll down to the Invoice Text field and add your text.
        6. Scroll down and click Update Dues Category
        7. Repeat steps 4 to 6 for each due category

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