The Goal: Set a unique proration schedule for an individual membership goods/service fee item, overriding the membership level default.
Before You Begin:
- You need permission to manage membership type pricing.
- Add membership pricing first, as described in Add Pricing to a Membership Type.
- Ensure the Prorate Partial Years option is enabled for the membership pricing.
Step-by-Step Instructions
- Add membership pricing as described in Add Pricing to a Membership Type. Ensure the Prorate Partial Years option is enabled.
-
For the fee item(s) you wish to override proration, click Billing Options.
-
From Override Membership Proration, select the desired proration option. See Proration Examples for details on the result of each option.
- Click Done.
| IMPORTANT: 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. |
Repeat the steps above for each fee item you wish to set to override the membership level default.
Common Pitfalls
- Proration interval longer than billing frequency: The system will not prorate new membership fees when the proration interval is longer than the billing frequency (for example, prorating Quarterly payments on a Semiannual basis). Match the interval to the billing frequency to ensure proration applies.