Proration takes into consideration the billing frequency selected and the proration option. The examples below will provide an understanding of each proration option based on the new member's billing frequency- Annual, Semi-Annual, Quarterly, or Monthly. You can also download the complete list of examples here.
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 = $1200 with semi-annual proration option selected
- A new member joins in January, prorated dues = $1200.00. January - June, new members will be charged full membership dues.
- A new member joins in July, prorated dues = $600.00. July - December, new members will be charged half of the membership dues.
Assume Renew in January $1200/year membership dues – Annual Billing Frequency | ||||||||||||
Join Month | ||||||||||||
January | February | March | April | May | June | July | August | September | October | November | December | |
Semiannually | 1200 | 1200 | 1200 | 1200 | 1200 | 1200 | 600 | 600 | 600 | 600 | 600 | 600 |
Quarterly | 1200 | 1200 | 1200 | 900 | 900 | 900 | 600 | 600 | 600 | 300 | 300 | 300 |
Monthly - before days cutoff | 1200 | 1100 | 1000 | 900 | 800 | 700 | 600 | 500 | 400 | 300 | 200 | 100 |
Monthly - after days cutoff | 1100 | 1000 | 900 | 800 | 700 | 600 | 500 | 400 | 300 | 200 | 100 | 0 |
No Proration | 1200 | 1200 | 1200 | 1200 | 1200 | 1200 | 1200 | 1200 | 1200 | 1200 | 1200 | 1200 |
Prorate Partial Years Unchecked | 1200 | 1200 | 1200 | 1200 | 1200 | 1200 | 1200 | 1200 | 1200 | 1200 | 1200 | 1200 |
Semi Annual Billing Frequency
When semi-annual billing frequency is set, the table below provides an understanding of how membership dues are prorated. The table begins with a quarterly prorate option, as you cannot prorate a semi-annual to semi-annual.
Example:
-
- Membership dues are $1200.00, proration option is set to Quarterly
- New member joins in January (1st quarter), prorated price = $300.00
- New member joins in April (2nd quarter), prorated price = $600.00
- 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 $1200/year membership dues – Semi-annual Billing Frequency | ||||||||||||
Join Month | ||||||||||||
January | February | March | April | May | June | July | August | September | October | November | December | |
Quarterly | 600 | 600 | 600 | 300 | 300 | 300 | 600 | 600 | 600 | 300 | 300 | 300 |
Monthly - before days cutoff | 600 | 500 | 400 | 300 | 200 | 100 | 600 | 500 | 400 | 300 | 200 | 100 |
Monthly - after days cutoff | 500 | 400 | 300 | 200 | 100 | 0 | 500 | 400 | 300 | 200 | 100 | 0 |
No Proration | 600 | 600 | 600 | 600 | 600 | 600 | 600 | 600 | 600 | 600 | 600 | 600 |
Prorate Partial Years Unchecked | 600 | 600 | 600 | 600 | 600 | 600 | 600 | 600 | 600 | 600 | 600 | 600 |
Quarterly Billing Frequency
With quarterly billing frequency your members will pay 1/4th of the membership dues each quarter. The table below describes the amount they will be billed when you have setup to prorate. The option to prorate annually, semi-annually or quarterly are not available. The system will not prorate new membership fees if the proration interval is longer than the billing frequency.
For Example:
-
- Membership dues $1200.00, prorate option Monthly-before cutoff
- New member joins in January, prorated dues = $300.00. The new member will pay for the full quarter.
- Member joins in February, prorated dues = $200.00. The new member will pay for 2/3rd of the membership dues for the quarter.
- Member Joins in March, prorated dues = $100.00. The new member will pay 1/3rd of the membership dues for the quarter.
- Member joins in April, this is a new quarter, prorated dues = $300.00. The new member will pay for the full quarter.
Assume Renew in January $1200/year membership dues – Quarterly Billing Frequency | ||||||||||||
Join Month | ||||||||||||
January | February | March | April | May | June | July | August | September | October | November | December | |
Monthly - before days cutoff | 300 | 200 | 100 | 300 | 200 | 100 | 300 | 200 | 100 | 300 | 200 | 100 |
Monthly - after days cutoff | 200 | 100 | 0 | 200 | 100 | 0 | 200 | 100 | 0 | 200 | 100 | 0 |
No Proration | 300 | 300 | 300 | 300 | 300 | 300 | 300 | 300 | 300 | 300 | 300 | 300 |
Prorate Partial Years Unchecked | 300 | 300 | 300 | 300 | 300 | 300 | 300 | 300 | 300 | 300 | 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 describes dues payment based on proration options.
For Example:
-
- Annual Membership Dues = 1200.00, monthly before cut-off date proration option.
- New member joins in January, before cut-off date, monthly dues = $100.00
- New member joins in June, before cut-off date, monthly dues = $100.00
Assume Renew in January $1200/year membership dues – Annual Billing Frequency | ||||||||||||
Join Month | ||||||||||||
January | February | March | April | May | June | July | August | September | October | November | December | |
Monthly - before days cutoff | 100 | 100 | 100 | 100 | 100 | 100 | 100 | 100 | 100 | 100 | 100 | 100 |
Monthly - after days cutoff | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
No Proration | 100 | 100 | 100 | 100 | 100 | 100 | 100 | 100 | 100 | 100 | 100 | 100 |
Prorate Partial Years Unchecked | 100 | 100 | 100 | 100 | 100 | 100 | 100 | 100 | 100 | 100 | 100 | 100 |