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NAR E-Commerce Initial Setup - Dues Split

Updated

 

The Goal: Set up the fee items and dues split configuration that allow NAR E-Commerce to automatically route each share of a membership’s dues to the correct local, state, and national accounts.

Before You Begin:

  • If you wish to set up dues splits, fee items will need to be created for each share of a membership’s dues. For example, you will need a fee item called something like “Membership Dues - NAR” to account for the amount of the membership that should be sent to National. GrowthZone will assist you in the initial setup of Fee Items and in configuring the appropriate dues split.
  • Only fee item types of Donation, Event Registration, Late Fee, Membership Dues, and PAC are available to be set up in M1 Splits. See Setting Up Fee Items for NAR eCommerce and M1 Splits for more information.

  		•  IMPORTANT: Splits must be enabled on the NAR record for the association in order for splits to function. Check your association’s record in M1 to confirm that splits are enabled. Contact NAR if you have any additional questions about how to enable splits in your association’s M1 record.

 

Step-by-Step Instructions

  1. Set up fee items for local, state, national, etc. See Setting Up Fee Items for NAR eCommerce and M1 Splits.
  2. Assign fee items to your membership types. See Add Pricing to a Membership Type.
  3. Configure splits to state, national, and association.

Only fee item types of Donation, Event Registration, Late Fee, Membership Dues, and PAC are available to be set up in M1 Splits.

Important / Common Pitfalls

  • Payment-time splits only: GrowthZone only supports splits at the time of payment. You are unable to use E-Commerce to process monthly membership payments and then send a lump sum annually to state and national.
  • Bank account limit: E-Commerce will support up to 6 destination bank accounts. If just one account is being used, the splits will not need to be configured.
  • Refunds debit the local association: GrowthZone supports creating refunds for memberships that include splits. However, the refund will auto-debit ALL of the refunded amount from the local association. This is because NAR does not support auto-debiting other associations; it will be up to the local association to contact the others (e.g. State and Nat’l) to recoup those funds. Questions/Concerns should be directed to NAR.
  • Transaction fees: GrowthZone does not charge additional transaction fees on top of NAR’s fees. For questions about rates and fees, please contact NAR.
  • NAR rules apply: There are many specific rules & regulations for E-Commerce. Please contact NAR with questions.

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