The Goal: Set the overall proration option for a membership type so that new membership fees prorate correctly for each billing frequency.
Before You Begin:
- You need permission to manage membership types and pricing.
- Proration is a function of billing frequency and proration option. Settings here apply to ALL goods and services associated with this membership; you can override these settings for individual goods/services if needed.
Step-by-Step Instructions
- Go to Memberships, click Settings and select Membership Types. The page opens as Membership Settings.
- For the desired membership type, click the link in the Pricing column. The link text is the type's current price (for example, $1,000.00 once ,$2,100.00/term) or <No Pricing> when no pricing has been set yet. The window opens as Edit Membership Billing - <membership type>.
- Scroll to the Payment Options section at the bottom of the window and tick the Advanced Options checkbox in the lower right. The Proration Interval column only appears when Advanced Options is on and the membership type has Prorate Partial Years enabled; without both, the grid shows only Enabled, Frequency, Invoice, Credit Card, Require Autopay, Price Change % and Default Option.
- Choose the Proration Interval you wish to use on each frequency row. NOTE: The system will not prorate new membership fees if the proration interval is longer than the billing frequency. For example, Quarterly payments cannot be prorated on a Semiannual basis — the Quarterly row only offers No Proration and Monthly. See Proration Examples for details on the impact of each option.
- Click the Done button to finalize your changes.
Common Pitfalls
- Proration interval longer than the billing frequency: If the proration interval is longer than the billing frequency (e.g., a Semiannual interval on Quarterly payments), the system will not prorate new membership fees. Match the interval to a period equal to or shorter than the billing frequency.