You are using an unsupported browser. Please update your browser to the latest version on or before July 31, 2020.
close
Home > Memberships > Membership Types > Membership Type Pricing > Setup Membership Pricing to Bill Next Cycle (Realtor Edition)
Setup Membership Pricing to Bill Next Cycle (Realtor Edition)
print icon

 

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
    Caption
  4. Enable Bill Next Cycle Now


Lead Time Days allows you to set the windo 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.

  1. Click Setup in the left-hand navigation panel
  2. Click Membership Settings in the Memberships section
  3. Click the Proration Settings tab
  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
  6. Click Done

 

 

 

 

Feedback
0 out of 0 found this helpful

scroll to top icon