Dues Management: Getting Started

Below are some helpful tips and/or recommended first steps to get you up and running in the Dues Management area of AMO.

(We recommend you review "Dues Management: General Overview" before proceeding below.)

Dues Types and Examples

A dues type is the membership fee corresponding to a specific member type. There are many ways dues can be configured in AMO, with plenty of flexibility for your association.

Flat-rate dues are used when there is a single price per member type. Examples:

• Any member with a “Student” membership is charged a membership fee of $50.
• Any member with an “Emeritus” membership is charged a membership fee of $250.

Quantity/range-based dues are used to set up pricing tiers based on a numerical value. Examples:

• In a simple tier system, a "Producer” membership has a custom field to identify the membership tier (1, 2, 3), each of which has a corresponding pricing rule.
• An “Organization” member type charges based on the number of pounds of product they sell. Dues are determined by a custom numeric field called “Pounds of Product,” which has adjustable ranges based on the number of pounds sold.

The membership dues for organizations and individuals, respectively, have a number of differences:

• Individual memberships have a set paid-thru date specific to each contact.
• Organization memberships have a paid-thru date with an assigned dues contact for the organization.
• The paid-thru date is permeated for all individuals in an organization.

Recommended First Steps

• Setting up your dues types.
• Setting up your dues notifications.
• Ensuring your membership application is set up in the way you'd like it to be.