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Updating Membership Application Fees

Membership application fees reference a dues option. So if you want members to pay fees related to the most current dues options you will need to update the membership application fees. The steps are similar though slightly simpler than creating a new fee so we'll address this more frequent task here.

Navigate from Cobalt Membership to Member Types

Select a Member Type that has an application fee and open the application fee record.

In most cases there are multiple membership types and each type can have multiple fees. You will need to update all fees for all member types that you want to have updated to the most current dues options.

Click the look up field for Dues Option and Select the updated option.

Click the look up field for Dues Option and Select the updated option.

As you can see, this can be tricky for dues options with the same name, though the example shows one with a year for ease of reference. To check for the right one click Look Up More Records.

As you can see, this can be tricky for dues options with the same name, though the example shows one with a year for ease of reference. To check for the right one click Look Up More Records.

Type the name of the dues option (or at least part of it) into your Search box to minimize the records you are looking at. Then scroll all the way to the right and the Dues Cycle Begin and Dues Cycle End Dates will let you know which option is most recent.

Save Changes and the next application processed with this fee will reference the new dues option.

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