Before You Begin:
- Know the billing frequency configured on the membership type (Annual, Semi-Annual, Quarterly, or Monthly).
- Know which proration option is selected on the membership type (Semi-annual, Quarterly, Monthly before/after cutoff, No Proration, or Prorate Partial Years unchecked).
- You can download the complete list of examples here.
Step-by-Step Instructions
Proration takes into consideration the billing frequency selected and the proration option. The examples below explain each proration option based on the new member’s billing frequency — Annual, Semi-Annual, Quarterly, or Monthly.
Annual Billing Frequency
The table below displays the dues a new member will pay based on an annual frequency and the proration option selected.
For example: Annual Dues = $1,200 with the semi-annual proration option selected.
- A new member joins in January, prorated dues = $1,200.00. January–June, new members are charged full membership dues.
- A new member joins in July, prorated dues = $600.00. July–December, new members are charged half of the membership dues.
Assume Renew in January – $1,200/year membership dues – Annual Billing Frequency
| Join Month | Semiannually | Quarterly | Monthly – before days cutoff | Monthly – after days cutoff | No Proration | Prorate Partial Years Unchecked |
|---|---|---|---|---|---|---|
| January | $1,200 | $1,200 | $1,200 | $1,100 | $1,200 | $1,200 |
| February | $1,200 | $1,200 | $1,100 | $1,000 | $1,200 | $1,200 |
| March | $1,200 | $1,200 | $1,000 | $900 | $1,200 | $1,200 |
| April | $1,200 | $900 | $900 | $800 | $1,200 | $1,200 |
| May | $1,200 | $900 | $800 | $700 | $1,200 | $1,200 |
| June | $1,200 | $900 | $700 | $600 | $1,200 | $1,200 |
| July | $600 | $600 | $600 | $500 | $1,200 | $1,200 |
| August | $600 | $600 | $500 | $400 | $1,200 | $1,200 |
| September | $600 | $600 | $400 | $300 | $1,200 | $1,200 |
| October | $600 | $300 | $300 | $200 | $1,200 | $1,200 |
| November | $600 | $300 | $200 | $100 | $1,200 | $1,200 |
| December | $600 | $300 | $100 | $0 | $1,200 | $1,200 |
Semi-Annual Billing Frequency
When semi-annual billing frequency is set, the table below shows how membership dues are prorated. It begins with a quarterly prorate option, as you cannot prorate a semi-annual to semi-annual.
Example: Membership dues are $1,200.00; proration option is set to Quarterly.
- New member joins in January (1st quarter), prorated price = $600.00.
- New member joins in April (2nd quarter), prorated price = $300.00.
- New member joins in August (3rd quarter), prorated price = $600.00.
- New member joins in November (4th quarter), prorated price = $300.00.
Assume Renew in January – $1,200/year membership dues – Semi-annual Billing Frequency
| Join Month | Quarterly | Monthly – before days cutoff | Monthly – after days cutoff | No Proration | Prorate Partial Years Unchecked |
|---|---|---|---|---|---|
| January | $600 | $600 | $500 | $600 | $600 |
| February | $600 | $500 | $400 | $600 | $600 |
| March | $600 | $400 | $300 | $600 | $600 |
| April | $300 | $300 | $200 | $600 | $600 |
| May | $300 | $200 | $100 | $600 | $600 |
| June | $300 | $100 | $0 | $600 | $600 |
| July | $600 | $600 | $500 | $600 | $600 |
| August | $600 | $500 | $400 | $600 | $600 |
| September | $600 | $400 | $300 | $600 | $600 |
| October | $300 | $300 | $200 | $600 | $600 |
| November | $300 | $200 | $100 | $600 | $600 |
| December | $300 | $100 | $0 | $600 | $600 |
Quarterly Billing Frequency
With quarterly billing frequency your members pay 1/4th of the membership dues each quarter. The table below shows the amount billed when proration is set up. The option to prorate annually, semi-annually, or quarterly is not available — the system will not prorate new membership fees if the proration interval is longer than the billing frequency.
For example: Membership dues $1,200.00, prorate option Monthly – before cutoff.
- New member joins in January, prorated dues = $300.00 (full quarter).
- Member joins in February, prorated dues = $200.00 (2/3rd of the quarter).
- Member joins in March, prorated dues = $100.00 (1/3rd of the quarter).
- Member joins in April, a new quarter, prorated dues = $300.00 (full quarter).
Assume Renew in January – $1,200/year membership dues – Quarterly Billing Frequency
| Join Month | Monthly – before days cutoff | Monthly – after days cutoff | No Proration | Prorate Partial Years Unchecked |
|---|---|---|---|---|
| January | $300 | $200 | $300 | $300 |
| February | $200 | $100 | $300 | $300 |
| March | $100 | $0 | $300 | $300 |
| April | $300 | $200 | $300 | $300 |
| May | $200 | $100 | $300 | $300 |
| June | $100 | $0 | $300 | $300 |
| July | $300 | $200 | $300 | $300 |
| August | $200 | $100 | $300 | $300 |
| September | $100 | $0 | $300 | $300 |
| October | $300 | $200 | $300 | $300 |
| November | $200 | $100 | $300 | $300 |
| December | $100 | $0 | $300 | $300 |
Monthly Billing Frequency
With a monthly billing frequency, members are billed 1/12th of the annual membership dues each month. The table below shows dues payment based on proration options.
For example: Annual Membership Dues = $1,200.00, monthly-before-cutoff proration option.
- New member joins in January, before cutoff date, monthly dues = $100.00.
- New member joins in June, before cutoff date, monthly dues = $100.00.
Assume Renew in January – $1,200/year membership dues – Monthly Billing Frequency
| Join Month | Monthly – before days cutoff | Monthly – after days cutoff | No Proration | Prorate Partial Years Unchecked |
|---|---|---|---|---|
| January | $100 | $0 | $100 | $100 |
| February | $100 | $0 | $100 | $100 |
| March | $100 | $0 | $100 | $100 |
| April | $100 | $0 | $100 | $100 |
| May | $100 | $0 | $100 | $100 |
| June | $100 | $0 | $100 | $100 |
| July | $100 | $0 | $100 | $100 |
| August | $100 | $0 | $100 | $100 |
| September | $100 | $0 | $100 | $100 |
| October | $100 | $0 | $100 | $100 |
| November | $100 | $0 | $100 | $100 |
| December | $100 | $0 | $100 | $100 |
Common Pitfalls
- Proration interval longer than the billing frequency: The system will not prorate new membership fees if the proration interval is longer than the billing frequency (for example, you cannot prorate semi-annual to semi-annual). Match the proration option to a shorter interval than the billing frequency.
- Confusing the cutoff day: “Monthly – before days cutoff” and “Monthly – after days cutoff” produce different amounts for the join month. Confirm the cutoff day on the membership type before predicting a new member’s first charge.