Skip to main content

Setup Membership Pricing to Bill Next Cycle (Realtor Edition)

Updated

Your database can configured to charge new members for the current and immediately following period of a membership payment all at once. This is important if you are responsible for collecting certain dues on behalf of other associations. This feature simplifies the application process for both applicants and association membership staff by collecting required funds all at once so that staff have to reject or adjust received applications less frequently. 

 

Pre-requisites

Bill Next Cycle must be enabled within the Membership pricing

  • Membership must be fixed renewal and have proration enabled

  • Membership must have Bill Next enabled on the Pricing screen.

  • Using V2 of the Membership Application

 

  1. Click Setup in the left-hand navigation panel
  2. Click Membership Settings in the Memberships section
  3. Click the Proration Settings tab
    Bill Next Cycle Now
  4. Enable Bill Next Cycle Now

Lead Time Days allows you to set the window within which the invoice for the next cycle would be created. For example, if a membership frequency is annual and lead time days is set to 90 the contact will be billed for the next cycle if membership is activated within the 0 - 90 window.

 

 NOTE:  This is based on the day the customer applies.  If a customer applies outside of the current window, then staff changes the date and approves the new agent, the next invoice will not be created (e.g. New agent applies on 8/1/24 when Lead Days to Charge Next Bill is set to 90 days.  Staff change the Lead Days to 150 and then approve the application on 11/30/24.  Only the original invoice amount exists because at the time of the application, Lead Days was set to 90.

 

NOTE:  This is based on the day the customer applies.  If an agent applies outside of current window, then staff changes date and approves the new agent the next invoice will not be created.

  1. Click Setup in the left-hand navigation panel
  2. Click Membership Settings in the Memberships section
  3. Click the Proration Settings tab
    Proration Settings
  4. Enter the Lead Days to Charge Next Bill  for each of the frequencies
  5. Click Save

 

Example: If a member joins 50 days before a semiannual fixed renewal membership is set to be paid again, that member will be charged the prorated amount for that membership and the following 6 months

 

Your Membership Type should be set with a fixed renewal date. This process would not work for types that renew on anniversary date. If you have not previously done so, to take advantage of this functionality, enable Bill Next Cycle on your membership pricing:

  1. Click Setup in the left-hand navigation panel
  2. Click Types in the Memberships section
  3. For the desired membership, click the pricing link
  4. Click Advanced Options at the bottom of the screen.
  5. Enable Bill Next Cycle
    Advanced Options > Enable Bill Next Cycle
  6. Click Done