The Goal: Review and optionally override recalculated membership dues amounts before running upcoming billing.
Before You Begin:
- The Review Renewal Pricing option will only be available if your membership types have been set up for recalculation. See Manage Membership Recalculated Pricing for further details.
- Because recalculation occurs only at renewal, the recalculation icon will not be displayed for dues until they are due for renewal.
Review Renewal Billing in Bulk
- Go to Finance, Billing section, click Upcoming Billing. The recalculation icon will be displayed in the amount column for those dues that will be recalculated. IMPORTANT: Because recalculation occurs only at renewal, this icon will not be displayed until the dues are due for renewal.
- Click the arrow icon and select Review Renewal Billing.
- On the Review Renewal Billing screen, select the desired filters. You can choose the month of the next bill date and/or membership type. By default, the renewal month will be the one you have selected on the Upcoming Billing view.
- Click Include Voluntary Items if you wish to add them to your list of pricing items.
- Click Recalculate Prices.
- Click Load. The results will display the members who meet your renewal month and membership type criteria, along with the current and recalculated renewal prices. NOTE: Only membership types with Recalculate Price enabled will appear on the Review Renewal Billing screen.
Tips
- The pricing shown on this screen will not include voluntary amounts.
- The Pricing Fields automatically display any custom fields used to determine pricing, if formula-based pricing is used.
- The Modified field indicates that you've changed the Recalculate field but the Final Renewal Pricing has not yet updated. Clicking Load will refresh the Final Renewal Price to reflect that change.
IMPORTANT: The recalculation process runs nightly. If you have just updated pricing, this will not be reflected immediately. You can force the recalculation by clicking the Recalculate button. Once this has successfully recalculated, click the Load button.
Review Renewal Billing for an Individual Contact
If you wish to review the recalculated billing for a single contact, click the recalculate icon in the Upcoming Billing view. Follow the steps above to review and override recalculation as needed.
NOTE: You can also review the renewal billing information on a contact's Billing Setup tab, in the Membership Scheduled Billing section, by clicking the link in the amount column.
Common Pitfalls
- Nightly recalculation delay: Pricing changes made during the day will not be reflected until the nightly recalculation runs. Use the Recalculate button to force an immediate recalculation.
- Icon not showing: The recalculation icon only appears for dues that are up for renewal. If you don't see it, the member's term hasn't reached the renewal date yet.