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Generate Dues

Generate Dues

  1. Open the Dues Cycle for which you wish to generate dues.
  2. Click on the Generate Dues Wizard in the ribbon tool bar under the More Commands Button more_commands.png
  3. The wizard will lead you through the dues generation process. The wizard will also check to make sure that:
    1. Every membership defined by the Master Query meets the criteria for one, and only one, Dues Schedule.
    2. Each Dues Schedule has a default Dues Option.
    3. Each Dues Option has Dues Products.
    4. All members defined by the Dues Schedule Query are eligible for membership renewal.
  4. The wizard will:
    • Create a pending Dues Item for each membership that falls into that Dues Cycle
    • Create an order for the Dues Products connected to the Dues Item.
    • Calculate dues prorations if the Pricing Strategy on the Dues Product is Tabular, Daily, Weekly, Monthly, or Quarterly.

Add Late and/or Reinstatement Fees

Membership Dynamics gives you the option to apply late and reinstatement fees to unpaid Dues Items at your discretion. To do this:

  1. Ensure that the Late Fee and/or Reinstatement Fee fields on the Dues Schedule are set.
  2. Open the Dues Cycle for which you wish to create late and/or reinstatement fees.
  3. In the ribbon, click Run Workflow. Two workflows should appear: Terminate Memberships or Apply Dues Late Fees. 
  4. Select the desired workflow and click OK.

The Terminate Memberships workflow will:

  1. Change the Pricing Stage field on the Dues Item to Reinstatement Fee Applied.
  2. Add the Reinstatement Fee product set on the Dues Schedule to the order for the Dues item.
  3. Change the membership status to Inactive: Terminated.

The Apply Dues Late Fees workflow will:

  1. Change the Pricing Stage field on the Dues Item to Late Fee Applied.
  2. Add the Late Fee product set on the Dues Schedule to the order for the Dues item.

When a Member Pays Dues

  1. The Dues Item status changes from Active:Pending to Active:Active. If the member already has an active Dues Item, that Dues Item becomes inactive.
  2. The Date Paid field is set. If the Dues Item is termed, as opposed to dated, the begin date is set as well.
  3. The order for the Dues Products becomes Fulfilled: Complete.
  4. The membership record Last Renew Date field is set to the date paid and the Expiration Date is updated to the end of the new Dues Cycle.

 

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