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Dues Set Up

The first and most critical step in setting up the membership module to meet your organization's needs is dues configuration. Dues drives all aspects of memberships and it is essential that you both understand the components and set them up correctly based on your business rules.

Dues Cycle

The dues cycle is the starting point for setting up the dues structure. The cycle defines the duration of your dues and can be based on any period of time or time interval. 

For more details on the Dues Cycle entity including field descriptions, click here.

Master Query

The Master Query tied to the dues cycle defines all of the memberships that will be included in the cycle. This query allows you to separate memberships into multiple cycles. For example, if you have yearly membership dues and quarterly fees, you can create separate cycles to handle each independently. To setup or edit the master query:

  1. Click the More Commands (…) option at the top of the record screen.  In the drop down select Master Query.
  2. The Advanced Find window will launch for the query. From this window, you can add criteria starting from the membership record to limit which memberships will be included in this cycle.

dues_query_setup.png

Dues Schedule

Dues schedules are the first step in defining the dues members that will be charged. Dues schedules are first based on member types, but also include the ability to further refine the criteria. The dues schedules are what ultimately segments your dues. For example, if you charge different amounts for Associate and Institution Memberships, you would have 2 different schedules. You can set up queries based on anything tied to the membership record and/or related records. 

 For more details on the Dues Schedule entity including field descriptions, click here.

Dues Schedule Query

The query tied to the dues schedule defines all of the memberships that will be included in the schedule. In the example below, we're looking for Institutions with enrollment between 10,001 and 15,000 with active memberships that expire in August.

  1. Click the View Query button in the Dues Cycle ribbon.
  2. The Advanced Find window will launch for the query. From this window, you can add criteria starting from the membership record to limit which memberships will be included in this cycle. 

dues_query.png

Dues Option

Dues options are a link between the schedule and the products that will make up the dues items/orders. This entity also allows you to provide multiple options to your members when they renew their dues. This is primarily used if you want to give members a choice to renew for more than 1 year. This this case you would have one dues option with a one year duration others with a longer duration. 

For more details on the Dues Option entity including field descriptions, click here.

Dues Product

The dues products are the final step to setting up your association's dues. This entity ties the products in the CRM product catalog to the dues options. These products will be added to the orders when dues are generated. Dues products also allow you to prorate dues items for new members based on join date and create optional products to allow flexible PAC contributions and/or donations.

For more details on the Dues Product entity including field descriptions, click here.

Dues Proration

The dues proration records simply store a begin date, end date and amount. Note that the date used to prorate dues is the date they apply. Also, if you want dues to expire on the last day of the month, dues default to expire at 12am so to expire on 3/31 you would set the End Date as 4/1. 

Dues Proration Schedule

When you open the Dues Product the proration schedule is on the same page to the right of the screen. Select the + to set your proration dates and amounts. These can be set monthly, quarterly, by-monthly, however you wish. Scroll through the pages to see all dates if using more than 4 period in a year.

Dues_Proration_Page_1.png

 

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