The Goal: Configure a membership’s pricing so a recurring fee item is collected in full with the first payment instead of being spread across the billing schedule.
Before You Begin:
- This is a per-fee-item setting on a membership type’s pricing. You will find it under Memberships > Settings > Membership Types, on the pricing record for the membership type, in the Billing Options for the fee item. The settings page opens as Membership Settings.
- You need access to membership type pricing settings.
- This option is only available when proration is not enabled.
- Know which fee item on the membership should be collected up-front. When this option is enabled, the Per Bill Amt will take it into consideration when calculating.
When you set up pricing for your memberships you can choose to include a recurring fee item that must be paid in full “up-front.” In this case, the Per Bill Amt will take this into consideration when calculating.
Step-by-Step Instructions
- Go to Memberships, click Settings and select Membership Types, then click Pricing for the desired membership.
- For the desired fee item, click Billing Options.
- Enable Collect this fee upfront with first payment/it cannot be spread.
- Click the Done button.
Common Pitfalls
- Proration is enabled: The “collect upfront” option will not appear if proration is turned on for the membership. Disable proration first, then return to Billing Options.